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Tabs

Organize detail screen information into logical groups using tabs.

Overview

Tabs organize the information on the IKO detail screen into logical groups. Each tab contains one or more widgets that display the actual data. When a user opens a customer or object detail screen, they can navigate between tabs to view different categories of information.

Examples of tabs

  • General.

  • Running Cases.

  • Notes.

  • Products.

  • Contact Moments.

  • Documents.

  • Work.

  • Income.

Configuration

Creating a tab

  1. Navigate to Admin → IKO.

  2. Select an IKO Server and View.

  3. Go to the Tabs section.

  4. Click Add Tab.

  5. Configure the tab name.

  6. Add widgets to the tab.

List of configured tabs
Tabs configured for a View.

The order of tabs can be adjusted via drag & drop.

Tabs as seen by users
Tabs displayed on the detail screen.

Tab properties

Field
Description

Key

Technical key (unique identifier).

Title

Display name of the tab.

Type

Tab type (only widgets is supported).

Layout algorithm

How the tab's widgets are arranged. See Layout algorithm.

Aggregated Data Profile Name

Name of the data profile for aggregation. If not specified, data from the connector endpoint is used instead.

Layout algorithm

The way a tab's widgets are arranged can be chosen per tab. The same options are available for dashboards and case widget tabs.

Selector label

Stored value (widgetLayout)

Behaviour

Default (less gaps)

MUURI_GAP_FREE

Muuri masonry that fills small gaps. Keeps the widgets in their configured order as much as possible. Used when nothing is configured.

Default

MUURI

Plain Muuri masonry without gap filling. Keeps the configured order, but empty gaps can remain.

Gap free

BEAUTIFUL

Custom dense-packing algorithm. May reorder widgets within a section to remove gaps and almost always produces a clean layout without holes.

Trade-off: Default and Default (less gaps) keep the widgets in the order you configured but can leave empty space, while Gap free reorders widgets to eliminate gaps at the cost of changing their order.

  • Via UI: open the Add Tab / edit tab modal and pick an option in the Layout algorithm dropdown. An information block underneath the dropdown summarises the trade-off.

  • Via auto-deployment: add the optional widgetLayout property (one of the stored values above) to the tab in the *.iko-tab.json file. When omitted, the layout falls back to MUURI_GAP_FREE.

Tab contents

Each Tab contains one or more Widgets. See Widgets for detailed configuration options.

Related

PreviousList
NextWidgets

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