> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tabs

Each tab belongs to an item and provides a way to view or work with Salesforce records.

## Tab Types

| Type | Purpose |
| - | - |
| [Grid](https://coconut-grid.mintlify.site/visualization/grid/overview.md) | View and edit records from a Salesforce object in a table. |
| [Related Grid](https://coconut-grid.mintlify.site/visualization/related-grid/overview.md) | Display records matched to rows in a source Grid or Related Grid. |
| [Related Detail](https://coconut-grid.mintlify.site/visualization/related-detail/overview.md) | View and edit the focused source record or a record it references using a Salesforce page layout. |

Related tabs use a source tab in the same item. Use an [item layout](https://coconut-grid.mintlify.site/visualization/items.md#item-layouts) to display the source and related tabs together.

## New Tab

In the item view, click **New Tab** next to the existing tabs, then choose a tab type:

* [Create a Grid](https://coconut-grid.mintlify.site/visualization/grid/overview.md#create-a-grid)
* [Set Up a Related Grid](https://coconut-grid.mintlify.site/visualization/related-grid/setup.md)
* [Set Up Related Detail](https://coconut-grid.mintlify.site/visualization/related-detail/setup.md)

Complete the settings for that type and click **Save**.

## Edit Tab

Update tab details.

**1. Open Tab Menu**

In the tab list, select the tab and click the dropdown menu.

**2. Select Edit**

Click **Edit** to open the Edit Tab dialog.

**3. Update Tab Details**

Modify the required information.

| Field | Description |
| - | - |
| **Tab Name** | The display name of the tab |
| **Tab Id** | The tab record ID (read-only) |

**4. Save**

Click **Save** to apply changes.

> [!NOTE]
>
> If the user does not have edit permission, the **Edit** action changes to **View**, and the dialog is read-only.

## Clone Tab

Create a new tab by copying an existing tab.

**1. Open Tab Menu**

In the tab list, select the tab and click the dropdown menu.

**2. Select Clone**

Click **Clone** to open the Clone Tab dialog.

**3. Update Tab Details**

Modify the required information before saving.

| Field | Description |
| - | - |
| **Tab Name** | The display name of the tab |
| **Tab Id** | The tab record ID (read-only) |

**4. Save**

Click **Save** to create the cloned tab.

> [!NOTE]
>
> Copies the tab configuration.

## Move Tab

Change the item of a tab.

**1. Open Tab Menu**

In the tab list, select the tab and click the dropdown menu.

**2. Select Move**

Click **Move** to open the Move Tab dialog.

**3. Select Destination Item**

Choose an item from **Available Items**.

**4. Save**

Click **Save** to move the tab.

## Delete Tab

Remove a tab from its item.

**1. Open Tab Menu**

In the tab list, select the tab and click the dropdown menu.

**2. Select Delete**

Click **Delete** to open the Delete Tab dialog.

**3. Confirm Deletion**

Click **Delete** to remove the tab.

> [!NOTE]
>
> Deleting a tab removes its configuration but does not delete Salesforce data.

> [!NOTE]
>
> Actions are disabled if the user does not have permission.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.