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Adding tabs to the summary panel

Updated on December 13, 2022
Applicable to Hybrid mode applications

Help users gain instant access to case-relevant information in applications that are built on a traditional UI architecture by adding supplementary tabs to the summary panel.

Each tab displays the contents of a section that you associate with the tab. For example, you can create a section that lists all the dependencies of a case, and use that section as a tab to give case workers quick insight into related work. You can also add item counts to the tab to indicate changes that require attention.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
  2. In the work area, run a case by clicking Save and run.
  3. Complete the Create dialog box, and then click Create.
  4. On the case page, enter the design mode by clicking Design in the upper-right corner.
  5. Hover over the case header, and then click the Edit this section icon.
    Sample case header in design mode
    Sample case header for a Student loan application in design mode in App Studio
  6. In the properties pane on the right side of the window, in the Preview content (Grouped – tab) section, click the Add icon.
  7. In the section list, hover over the name of the section that you want to use as a basis for the new tab, and then click the Add to view icon.
  8. Close the Add pane.
    The system saves the changes automatically.
  9. Optional: To add counters that indicate the number of related items in a tab, configure the tab section:
    1. Create a property that holds the count.
      For example: Create a property similar to the pxCoveredCount property.
      For more information, see Properties.
    2. In the properties pane on the right side of the window, hover over the section that represents the tab, and then click the Edit this section icon.
    3. In the Container settings section, select the Include icon or value checkbox.
    4. In the Icon or value type field, select Property value.
    5. In the Property value field, select the property that holds the count.
    6. Click Apply.

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