About side panels

When the side panel navigation option is enabled for an inquiry, you will see the following in the right side of the window:

• Side panel

  The side panel is a navigation option you can use to drill down to relevant details about any record listed on the inquiry window.

  By default, this panel is hidden and you can see only the Display button and the tabs defined for this panel.

• Side panel tab

  Either one window can be displayed on the side panel or the panel may have tabs with multiple windows. If the side panel has tabs, you can navigate between them.

  To view relevant information in a side panel tab, you select a record on the inquiry window, and then click the needed tab icon on the side panel. In the side panel, the system displays the window with the information related to the selected record inside the side panel.

  You can hover over the tab icon to see the name of the window used for this tab.

• Display/Hide button (arrow)

  You use these buttons to open or close the side panel of the inquiry window. To open the side panel, you click the Display button, and to hide the panel, you click the Hide button.

• Window title

  This section of the side panel displays the title of the window you selected for a specific tab.

• Window area

  When you select the record from the inquiry window and open the tab on the side panel (if multiple tabs are defined for the inquiry), the system displays the details of the entity related to the record in the window area.

When you create your customized side panels, you can select between the following different elements to show specific information from the selected line in the list:

• Windows
• Inquiries

• Dashboards (PDFs, static webpages, graphs)

  You can add a dashboard with parameters to a side panel. Adding the navigation path for a dashboard is done the same way as for the other windows. When you are going through the records of the inquiry, the system will filter widget data by the parameters passed from the inquiry. For more information, see: About dashboard configuration