The tab designer is used to create and manage tabs including designing the layout, defining the style, adding content modules, and applying security permissions.

 

For more information on the roles referenced in this section please see the role based security topic.

 

The tab designer will appear immediately below the dashboard navigation menu only on those tabs where the end-user has full control permissions.

 

 

Editing Tabs

 

Click the  button to open the tab editor dialog.  From here the following attributes may be edited:

 

•Name: This is the name of the tab. It should be unique the hierarchy level.  It should be relatively short and concise in consideration of different browsers and expectations.

•Level: By default, tabs are located at the top level for display on the dashboard navigation menu but tabs can be nested within other tabs.

•Default Skin: Optional.  The skin allows you to set a default style for the module content that is displayed. If no skin is specified, the default skin for the active dashboard is used.

•Image URL: Optional. This can be used to specify an icon that will appear on the tab summary dialog page and where the tab appears in sub-menus.

•Description: Optional. This is the text that will appear on tab summary dialog pages and as a tool tip when the mouse is hovered over the tab name.

 

Press the  button to make your changes permanent.  Press the  button to create a new tab with the values from the editor.  Press the  clone button to add a new tab with the changes from the editor AND to clone all the existing permissions and content from the current tab into a new tab.  Press the  button to remove a tab from the system.

 

NOTE: There is no ability to undo tab deletions so be very careful and make sure you truly want to destroy the content on the tab before pressing delete.

 

Managing Permissions

 

Clicking the red role button on the tab designer toolbar will open the tab security designer.  From here an administrative user can select one or more roles, a permission value, and press the  button to assign those permissions to the tab.  The user can also click the  button next to any permission to remove it from the system.  Administrative users can also click the red role icon to view a list of users in a role.

 

The following are the tab permission values:

 

•None: Used to remove permissions if they already exist.

•Read: Allows a user to read content from any module on the tab that hooks into the tab security permissions model (several admin modules do not).

•Contributor: Allows a user to read content and add new content to any module on the tab.

•Author: Allows a user to read content, add new content, and edit existing content in any module on the tab.

•Editor: Allows a user to read content, add new content, edit existing content, and delete content from any module on the tab.

•Full Control: Allows a user to read content, add new content, edit existing content, and delete content in any module as well as add and delete modules, and design security on the tab.

 

Managing Content

 

Every tab uses a layout that consists of five rectangular panes used to render module content.  The five panes match the color coding of the five + buttons on the tab designer as show above and correspond to screen locations as illustrated below which are visible when the Show Designer button is pressed:

 

 

To add a new module to a tab, select the module type from the drop down box and provide a name for the module in the module name box.  The module name must be unique on the tab and cannot be blank.  You can then click one of the five colored + buttons to add the module to a specific location on the tab.  If you press the Show Designer button the page will light up with different background colors that correspond to the background colors of the + buttons so you know where the content will appear.  You can then use the relative rank feature from the module settings menu designated by  to move the module up and down within a pane and even drag and drop the module from one pane to another when the designer is active.

 

Removing existing modules is performed by clicking the  icon from the module settings menu and pressing the  button to remove the module from the tab.  NOTE: removing a module also removed the data in that module permanently with very few exceptions.

 

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