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Hide detail tabs when document is in Add mode

  • February 10, 2025
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Harm Horstman
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We want to hide all detail tabs when adding a new main record.

It seems not possible to achieve this by means of a context procedure, because this is not fired on insert.

Various ideas have been made over the years, but what is the status of this?
 


This one was wrongly merged with another idea:

 

Best answer by Arie V

@Harm Horstman I did a couple of tests on this topic for the Universal GUI specifically.

  • I manage to hide Detail tabs just fine with the Context procedure after clicking the Add button, by checking on PK column is null
  • In combination with a Subject setting Start empty with filter this allows me to start a Subject from a menu without Detail tabs being displayed.

Could you explain your Use Case a little more: what kind of scenario do you have and what UI behavior would you expect related to it?

NOTE: merged one of the Ideas you referred to in another open Idea (which you didn’t mention): 

 

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Arie V
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  • February 18, 2025

@Harm Horstman I did a couple of tests on this topic for the Universal GUI specifically.

  • I manage to hide Detail tabs just fine with the Context procedure after clicking the Add button, by checking on PK column is null
  • In combination with a Subject setting Start empty with filter this allows me to start a Subject from a menu without Detail tabs being displayed.

Could you explain your Use Case a little more: what kind of scenario do you have and what UI behavior would you expect related to it?

NOTE: merged one of the Ideas you referred to in another open Idea (which you didn’t mention): 

 


Harm Horstman
Superhero
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  • February 19, 2025

Hi ​@Arie V ,

I see now in Universal that the Context procedure is fired, which is not the case in the Windows UI.

The case is that we want a simple form, without tasks, reports and details being visible when adding a new record.

 

 


Arie V
Community Manager
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  • February 19, 2025

@Harm Horstman not necessarily saying I recommend this, but am curious to know: have you considered using a Variant for that? Either as separate menu-item or for instance by replacing the Add button with an Add task in combination with an Open Document (as Modal) process action.


Harm Horstman
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  • Superhero
  • 495 replies
  • February 19, 2025

@Arie V ,

Sorry, I don’t know anymore, we always find solutions to work around features that not exist. But over the years several times the idea came up for this simple solution and avoid the need of extra tasks and variants, because they result in extra objects to maintain.

If it works in Universal we are fine for know and ready for the future.


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