What's new?
Users will now see a button to add a tab within Access Recruitment CRM on main forms such as Applicants, Clients, Contacts, Contract/Perm Jobs and Placements to allow easy switching between multiple records saving time and increasing efficiency.
How do I start using it?
See the below points for details on how to use it:
New tab strip
The ability to create a new tab is added on the following forms:
Forms:
Applicants
Clients
Contacts
Jobs ; Contract Jobs
Jobs ; Permanent Jobs
Placements ; Contract Placements
Placements ; Permanent Placements
A new tab strip will be visible at the bottom of the screen
The opened form is displayed in the first tab in the tab strip (this is a special tab that is used for any form that has been opened without using the new button described below)
The tabs use the following style:
The tabs are rectangles
If a tab is displaying one of the record types listed in the forms above then its background colour is the same as the background colour of the banner area for the form (e.g. for an Applicant record, the tab background colour will be light blue). For other record types the background colour will be white.
The label is black
If the tab is selected, then the label is Bold
Each tab contains a X button to the right that on clicked closes the tab and removes it from the tab strip
If the user logs out, then on logging back in the tab strip is empty
The tab strip also includes a 'Close All' button, which on click:
Displays a warning message that reads, 'Do you want to close all tabs?' with Yes and No buttons
On clicking No the message box closes and nothing else happens
On clicking Yes, all the tabs are closed
Adding a button to open a record in a new Tab
If the user wants to open a record in a new tab, they can do that by navigating to the main form and switching to list view on any form listed above and performing the following steps:
A button
is visible next to each record in the list on the left-hand side of the form that:
On hover, it displays a tooltip that reads Open this record in a new tab
On clicking this button:
A new tab is added at position 2 in the tab strip at the bottom of the screen. Any existing tabs other than the main tab are moved one position to the right
If the user clicks the button on a record that is already open in a tab, the existing tab is moved to position 2
The label of the tab is taken from the List View label summary. For e.g. for Applicant: <Record Name Surname> - <PostCode>(<Status>)
Note that this new tab is not selected automatically
On selecting a tab that was opened in this way:
If the record is no longer accessible e.g. if the record has been deleted or the user, no longer has access via Sectors then:
A message box appears with the text, This record is no longer available with an Ok button which on click, closes the message box and the tab (and does not display the record)
The user is navigated to the previously selected tab
Assuming the record is accessible then the record will be displayed by opening the relevant form in Single Record Mode (see below for more detail)
If the user deletes the record (e.g. using the More ; Delete toolbar item) then when the Deletion Successful message box appears
The tab is automatically closed
The user is navigated to the previously selected tab
Note that if the user subsequently selects the default tab described above then when the form is redisplayed it behaves as if it has been hard refreshed. This means that any non-sticky 'state' settings will be reset, which includes:
the current page position (it will always be reset to page 1)
the view mode (it will revert to the default setting for that form)
the current tab (this may revert to the first tab depending on the global setting Default forms to first tab on all record types)
other form-specific settings (e.g. the currently selected folder in the Notebook form)
The report form will revert back to the report index even if a report was previously open
all single record tabs (i.e. not the special 'main' tab) always have the same width as each other, regardless of the length/content of their label or how much they have been grown/shrunk as per the points below:
they will grow based on the available space but will never exceed a certain width
they will also shrink based on the available space but will never be too small that the X button is not visible
in the (hopefully unlikely) event that so many tabs have been opened that there is not enough space to display them all without shrinking below this limit then the tabstrip will effectively be truncated with tabs on the right not being displayed (the user would have to close some tabs at this point to make them appear again)
the label text on a given tab will be truncated with an ellipsis if there is not enough space to display it and if this happens then a tooltip will be enabled displaying the full label
if one or more tabs are open and the user returns to the home page/dashboard by clicking on the 'Access' icon in the breadcrumb trail then all tabs will be set to 'unselected' in the tab strip (and the user can click on one to select it and open the relevant record in the usual way).
Single Record Mode changes
Note that Single Record Mode is an existing feature that is used in a handful of places in Access Recruitment CRM (e.g. when navigating back to a previously opened record via the History modal) and these changes will affect everywhere it is used, not just the new tab button described above.
If the user has opened a form in single record mode, when the record is displayed:
the form opens in List View regardless of the Form View settings under My Actions ; Profile ; Form View
the following buttons on the toolbar are hidden:
New
Report
Filter
Table
the data list area on the left-hand side of the form (that includes the list of available records with selection boxes, the Quick Search field etc.) is hidden
If the ability to add a new tab is enabled, then the form opens in its own tab even if the form was not opened from the new button described above
e.g. when clicking on a previous record in the History modal
Breadcrumb text changes
The Breadcrumb text displayed at the top of the form is changed so it uses the same label as the nav item used to open the form
e.g. 'Applicants' (previously it was 'Applicant' singular)
This revised text will also be used as the label for the default tab as described