How You Use the Dynamic Tabs and Nested Dynamic Tabs
Top-level Dynamic Tabs in the Service Request work area help save you time.
You can simultaneously interact with multiple records, access related information about service interactions and display information about SRs, queues, contacts and accounts. You can have up to ten dynamic tabs open at a time.
When a record is open in a dynamic tab, associated records are shown as nested tabs. For example, when you open an account record as a top-level dynamic tab and then drill into the primary contact or an associated service request, these linked objects are displayed in nested dynamic tabs.
Nested tabs make it easy to quickly navigate across and between grouped records without losing context. Nested tabs are particularly useful for chat agents who have multiple, simultaneous interactions.
To open an associated record as a nested tab, click the object link that can be opened as a nested tab in the service work area. When you open a record in a nested tab, that record automatically becomes the active tab. The maximum number of nested tabs that you can open at one time is 5.
Under each open top-level dynamic tab, you can open the following objects as nested tabs:
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Account
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Contact
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Asset
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Custom Object
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Other Service Requests
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Activities
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Linked Knowledge Articles
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Work Orders
The nested dynamic tabs contain the following buttons:
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Save: Saves any data changes and the user stays on the same page.
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Save and Close: Saves any data changes and closes the tab. This button is displayed only on the first nested tab you open. After you open an addition tab, it will be hidden on all nested tabs.
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Cancel: Discards any data changes and closes the tab. In the Service Request Details page, if there are unsaved changes, the user is notified of any unsaved changes.
When you try to close an unsaved nested tab, a warning message alerts you about the unsaved changes.
- Refresh: Reverts your unsaved changes and keeps you on the Edit Service Request Summary page. Any saved changes that are made by either another user or by a program, will be retained.
- Cancel: Persists your unsaved changes and keeps you on the Edit Service Request Summary page.
You can close the top-level dynamic tab and all the nested tabs at one time by clicking the x icon on the top-level dynamic tab name. When you have unsaved changes in a nested tab and move away from the tab, a blue dot appears next to the tab label, and a message appears when you hover over the label to indicate this status. When you try to close a dynamic tab with unsaved changes in its nested tabs, a warning message alerts you about any unsaved changes.
When you use Global Search (on top of the page), and then select a search result, if that item can be viewed within a dynamic tab, then a new dynamic tab is opened within the current workspace for the selected record. This improves the productivity by preserving the current layout of other tabs in the Workspace (or SR work area) including any unsaved data while using the Global Search feature. You must have the privilege to use dynamic tabs within the Workspace, else the Global Search feature will display the search result in the same dynamic tab.