Tab Editor

The Tab Editor can be used to add, remove, and edit tabs that are shown at the top of the Grid View area of the main application and change which objects are displayed there.

The currently existing tabs are shown at the left and can be clicked to edit. The order of the tabs from top to bottom relates to the order from left to right respectively in the main screen and can be dragged up and down to change the order. New tabs can be created using the below and will default to being at the bottom of the list (the farthest right in the main screen).

Video Tutorial


On the left of the Tab Editor is an array of properties that configure what is displayed in the label of the selected tab as well as what is displayed when that tab is selected in the main screen. Changes are automatically saved and will be updated in the main screen.

Display Name

The ‘Display Name’ is the text that will be used for the label of the tab.

Icon Selector

The ‘Icon Selector’ has the same images as the image selection in the Type Editor and can be searched in the same way. The selected image will be the icon on the tab representing the objects that are to be displayed when it is selected.


The ‘Filter’ property determines what objects are displayed in the tab and uses an API query. An example query would be: “deleted=0&type=Box”, which would display all objects that are not deleted and are of the type Box.

Hierarchical View

The ‘Hierarchical View’ and ‘Hierarchical Structure’ change what related object types are displayed when an object is clicked and expanded in the Grid View. All object types that have a related object to the selected object are displayed in the first expanded view by default.

Default Hierarchy

This can be changed by text input into the Hierarchical Structure textbox. Each level of the hierarchy is separated by a forward slash and if there are multiple object types for that level they should be separated by a comma. There should be no spaces in the text, as shown in the example below.

Here the Hierarchy is to first show the Block objects, this first position should be the main object types of the tab. Then the next position which here is the Branch and Volume object types, followed by both the Box type, and finally the Volume. This specific hierarchy results in the following expanded display.

Custom Hierarchy

Note that the selected Volume above has relations but does not expand due to the hierarchy structure as it will not expand past the specified levels.

Apply Filter

The ‘Apply Filter’ checkbox must be checked to allow the objects contained in the tab to be filtered using the search and filter options at the top of the main screen next to the menus.

Show Panel

The ‘Show Panel’ dropdown can be used to add a classification box or another additional filter panel at the top of the Object display area, this allows for a more specific filter to be created for this specific tab.


The ‘API’ dropdown is used to select which API should be accessed to find and filter objects, all user made tabs will be Object API calls while the System calls will be pre-configured tabs such as the Capture and Documentum tabs.


The User option controls which users have access to the tab being edited. To access the list of users, click on the “Users:” text itself, outlined in red below, this will open the list with checkboxes next to each username. To add access check the appropriate box, this will save automatically and update the access.

User List Closed (click on text in the red box to open list)


The ‘Enabled’ checkbox determines whether the tab is displayed or not in the main screen.