Configure a dynamic segment to display selected data in a record screen

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 3 minutes de lecture
  • Configure a record screen with a dynamic screen segment so users can view records that correspond to selected segments, rather than view a complete list of records.

    Avant de commencer

    When configuring a dynamic screen segment within a record screen, ensure that you have created the following items:
    • A record screen, used to include a dynamic screen segment within the segmented control. For more information, see Configure a parameterized record screen.
    • An embedded list, used to display a list of records within the selected record screen. This list is selected from the Dynamic segment item stream field.
    • A corresponding list to be displayed when each screen segment is selected. This process should resemble the embedded list procedure, with the addition of using a target table to which you are referencing.

      For more information about embedded lists and the list to be displayed when a screen segment is selected, see Embedded lists for a record screen

    Role required: admin

    Procédure

    1. In the web-based UI, enter sys_sg_form_screen.list in the filter navigator.
    2. Select the record screen to which you want to add a dynamic screen segment.
    3. In the Fetch Type field, select On-demand.
    4. In the Segmented Control area, select the height and width of the segment buttons.
      For a guide to the button sizes, see Using dynamic segments to display data in a record screen.
    5. Right-click in the header and select Save.
    6. Facultatif : Configure the header segment to display within the segmented control.
      Remarque :
      The header segment is usually the initial button in the segmented control. If this option is not selected, the segmented control only displays the dynamic screen segment.
      1. Select theRecord Screen Segments tab and select New.
      2. From the Select form segment type menu, select Record Screen Segmentand then select OK.
      3. On the form, fill in the fields.
        Tableau 1. Record Screen Segment form
        Field Value
        Record Screen This field is automatically set to the name of the selected record screen.
        Application Scoped application associated with this record. This field defaults to the current application.
        Embedded Screen List screen displayed when the user selects the header segment.
        Header Card The header segment, which usually appears to the left of the segmented control. Example names are All tasks or All week.
        Order Position where the header segment displays in the segmented control. This number must be lower than the dynamic screen segment, to ensure it is the first segment on the left.
        Sticky Keeps the header segment in the same location when the user horizontally scrolls through the displayed dynamic screen segment records.
      4. Select Submit.
    7. Configure the dynamic screen segment and the records to display when users tap a segment record.
      1. Select the Record Screen Segments tab and select New.
      2. From the Select form segment type menu, select Dynamic Record Screen Segment and then select OK.
      3. On the form, fill in the fields.
        Tableau 2. Dynamic Record Screen Segment form
        Field Value
        Record Screen This field is automatically set to the name of the selected record screen.
        Application Scoped application associated with this record. This field defaults to the current application.
        Dynamic screen segment list stream An embedded list screen contained within the dynamic screen segment of the record screen.
        Active Option for determining whether the dynamic screen segment is active. For this configuration, select this option.
        Embedded Screen List screen that contains a list of records displayed to the user when they tap one of the segments from the dynamic screen segment.
        Order The location where the dynamic screen segment displays in the segmented control. If you have defined a header segment, this number must be higher to ensure it is to the right of the header segment.
      4. Right-click in the header and select Save.
    8. While still in the Dynamic Form Segment Screen form, define the appropriate lists to display when selecting segments in the dynamic screen segment.
      1. From the Dynamic segment list stream field, select the information icon (Information icon.) and select Open Record.
      2. Select the List Stream M2M Item Configuration to use for the dynamic section.
      3. In the Item Configuration form, ensure that the user is not redirected to a different embedded screen by selecting Use Card and verifying that the Embedded Screen field is empty.
      4. Select Update.

    Que faire ensuite

    Define the appearance of selected segment buttons. See, Customize segment button colors in the segmented control area.