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Display Tabs

Display tabs are the panels that appear at the bottom of an entity detail page. Each tab shows a different type of related information — BOM children, where-used parents, property history, stock levels, or a movement ledger. Administrators configure which tabs appear for each category.

Accessing display tab configuration

  1. Go to Configuration → Categories.
  2. Select a category.
  3. Click the Display Tabs tab in the category editor panel.

The tab list shows all display tabs currently assigned to this category. Drag rows to reorder them, or use the Sort Order field.

Tab types

Type What it shows
General Editable property fields for the entity version
Uses BOM children — entities this entity links to (flat grid or tree)
Where-Used BOM parents — entities that link to this entity
History All past revisions of the entity with dates and authors
Ledger Stock movement history (on-hand delta, reserved delta, on-order delta per movement)
Inherit Properties inherited from a linked Definition entity (for Occurrence entities)
Filter Result Results of a configurable filter query scoped to this entity

Uses comes in two forms — Uses (flat list) and Uses (tree) — chosen by the tab type itself rather than by a setting.

Filter Result cannot filter on lifecycle state

A Filter Result tab can filter by category and by property values, but not by lifecycle state — a state condition is silently ignored and the tab returns everything. You can still show Lifecycle and Occ. State as columns and sort on them, which is the usual workaround for a list like "open requirements".

Adding a tab to a category

  1. In the Display Tabs tab of the category editor, click Add.
  2. Select a tab type from the picker.
  3. Fill in the Name and optionally an Icon (Bootstrap icon class, e.g. bi-list).
  4. Set the Sort Order to control its position in the tab bar.
  5. Configure the Settings (see below).
  6. Click Save.

Tab settings

Each tab type has its own settings stored as a JSON object. The category editor provides a structured form for the most common settings:

Uses / Where-Used settings

A Uses tab is configured across three places in the display tab dialog.

General tab — what gets created

Setting Description
Default Occurrence Category The category created when a user adds a row. This is what the new line becomes.

Settings tab — what the user may do

Setting Description
Allow Add Show the Add from Library button. Turn this off for tabs whose rows must be created by a process rather than by hand.
Allow Remove Allow rows to be unlinked
Allow Reorder Allow rows to be dragged into a different order
Bump version when link is added Create a new entity version whenever a row is added
Bump version when link is removed Create a new entity version whenever a row is removed
Default Columns Which columns are visible by default. Leave empty to show all.

Filter tab — which rows appear

A category tree with checkboxes, plus an optional property filter.

Tick the occurrence category, not the definition

The Filter tab decides which rows the tab displays, so it must list the occurrence categories the rows are — BOM Position, Purchase Order Line — and never the definition categories they point at (Part, Assembly). Ticking the definition category is the single most common configuration mistake and produces a tab that is completely empty, with no error to explain why.

The category tree also cascades: ticking a parent category ticks all its children. If your line categories are grouped under a parent — as Material Requirement Line and Purchase Order Line are under Purchase Order — tick the child on its own, then confirm only one category ended up selected.

Library search scope is not editable here

Which definition categories the Add from Library picker offers is a separate setting from the row filter, and the display tab dialog does not expose it. Tabs created by the Setup Wizard have it set correctly; a tab you create by hand falls back to offering the row-filter categories. If you need a hand-made tab to search a different library scope, ask for it to be seeded rather than configured.

The Milestones tab

The Milestones tab on the Project category (seeded by the Setup Wizard) is a regular Uses tab with its Default Occurrence Category set to Milestone, a row filter of Milestone, and default columns of Name / State / Due / Responsible. Library search is switched off in the seeded configuration, since milestones aren't library items — they're created directly with the tab's New Milestone button.

General tab settings

Setting Description
Property groups Which property groups to show on this tab
Read-only override Force all fields on this tab to read-only regardless of lifecycle-state permissions

Ledger tab settings

Setting Description
Balance property keys Which numeric property keys to show as the "current balance" summary above the ledger
Page size How many ledger rows to load per page

Enabling and disabling tabs

Tabs can be toggled on or off without deleting their configuration. This is useful for rolling out a new tab type to users gradually.

  • Enabled — the tab appears on entity detail pages.
  • Disabled — the tab is hidden from users but its configuration is preserved.

Tab permissions

Tab visibility can be restricted per user group. In the Display Tabs section of a category, select a tab and click Permissions to set which groups can see it. If a user is not in any permitted group, the tab is hidden from them.

This is useful for hiding internal or sensitive tabs (e.g. cost data, stock levels) from users who do not need them.

Sort order

Tabs appear in the entity detail page in ascending sort order. Set the Sort Order field to a number (e.g. 10, 20, 30) to control the sequence. Leaving gaps (multiples of 10) makes it easy to insert tabs in between later.