Configure a record UI section for a record screen

Enrich your record screen with the addition of record UI sections displayed in a card format. This capability presents content and users can trigger actions without the need to navigate to an additional list screen.

Before you begin

At least one pre-configured record UI section must be created. For more information, see Configure a record UI section.

Role required: admin

Procedure

1. Create a UI section screen.
   1. In the web-based UI, enter sys_sg_sections_screen.list in the filter navigator.
   2. Select New.
   3. On the Item Sorting form, fill in the fields.
      1. Name: Enter a title for the UI section screen.
      2. Icon: Select the reference lookup icon () and select an icon from the list.
         Note:

         The icon selected is not displayed in this configuration.
      3. Fetch Type: Select either Prefetch, On-demand, or Background as required according to your setup. For more information about these options, see Mobile fetch types.
   4. Right-click in the header and select Save.
2. Add record UI sections to the selected section screen.
   1. Select the Sections screen sections tab and click New.
   2. On the Sections screen sections form, fill in the fields.
      1. Order: Enter a number to define where to display this record UI section.
      2. UI section: Select the reference lookup icon and select a pre-configured record UI section.
      3. Section screen: This field defaults to the UI section screen name you created earlier.
   3. Select Submit.
3. Optional: Map configured header and footer functions to the selected screen.
   1. Select the Functions instances belonging to the screen tab and click New.
   2. On the Function instance form, fill in the fields.
      1. Name: Enter a title for the function.
      2. Function: Select the reference lookup icon and from the menu and select a function to add to the screen.
      3. Label: Enter a title for the function.
      4. Location: Select either Header or Footer.
      5. Button emphasis: Select an appearance for your footer function button, either Primary, Secondary or Destructive.
   3. Select Submit.
4. Map the record UI sections to a record screen and display it as a tab element.
   1. Enter sys_sg_form_screen.list in the filter navigator.
   2. Select the record screen to contain the record UI section.
   3. Select the Record screen segments tab.
   4. Select New.
   5. From the Select record segment type menu, select Record screen segmentand then select OK.
   6. On the Record screen segment form, fill in the fields.
      1. Record screen: This field defaults to the record screen you created earlier.
      2. Embedded Screen: Select the embedded screen displayed when the user selects the tab within the record screen.
      3. Order: Enter a number to define where to display the tab in the record screen.
   7. Select Submit.