{"id":5383,"date":"2024-10-11T14:35:36","date_gmt":"2024-10-11T12:35:36","guid":{"rendered":"https:\/\/help.r2docuo.com\/knowledge-base\/show-hide-and-sort-tabs-in-the-detail-window\/"},"modified":"2024-10-30T10:42:27","modified_gmt":"2024-10-30T09:42:27","slug":"show-hide-and-sort-tabs-in-the-detail-window","status":"publish","type":"ht_kb","link":"https:\/\/help.r2docuo.com\/en\/knowledge-base\/show-hide-and-sort-tabs-in-the-detail-window\/","title":{"rendered":"Show, hide and sort tabs in the detail window"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The document details window in Docuo is organized in tabs:<\/p>\n\n<h2 class=\"wp-block-heading\">System tabs<\/h2>\n\n<p class=\"wp-block-paragraph\">These tabs exist in all documents:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>The<strong>&#8220;General<\/strong>&#8221; tab displays the document data fields, its status and the main file if the category has one.<\/li>\n\n\n\n<li>The<strong>&#8220;R2AI Wizard<\/strong>&#8221; tab gives access to the AI wizard that allows queries and actions to be performed on the document using natural language.<\/li>\n\n\n\n<li>The<strong>&#8220;Attachments<\/strong>&#8221; tab allows you to attach files (even in a folder structure) to this document.<\/li>\n\n\n\n<li>The<strong>&#8220;Activity<\/strong>&#8221; tab displays the collaboration options between users for the document: comments, reminders and tasks.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading\">Tabs created by relationships between categories<\/h2>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"802\" height=\"93\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image.png\" alt=\"\" class=\"wp-image-5285\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image.png 802w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-600x70.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-768x89.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-50x6.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-60x7.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-100x12.png 100w\" sizes=\"auto, (max-width: 802px) 100vw, 802px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">These tabs are created when there are documents of another category that are related to this one by means of a field of type<em>&#8220;Drop-down list to another category<\/em>&#8220;.<\/p>\n\n<p class=\"wp-block-paragraph\">In the image above we can see the<em>&#8220;Supplier Contracts<\/em>&#8221; and<em>&#8220;Supplier Evaluation<\/em>&#8221; tabs that are created by this type of relationship between categories.<\/p>\n\n<h2 class=\"wp-block-heading\">Managing the tabs of a category<\/h2>\n\n<p class=\"wp-block-paragraph\">Go to the Category Manager and, in the &#8220;Data fields&#8221; step, choose &#8220;Tabs&#8221;:<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"395\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-1024x395.png\" alt=\"\" class=\"wp-image-5287\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-1024x395.png 1024w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-600x232.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-768x297.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-50x19.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-60x23.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1-100x39.png 100w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-1.png 1248w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">The &#8220;General&#8221; tab does not appear in the list because it will always be the first tab and cannot be configured.<\/p>\n\n<h3 class=\"wp-block-heading\">Change the tab order<\/h3>\n\n<p class=\"wp-block-paragraph\">In the list of tabs, click with the mouse and drag up and down to put them in the order you prefer.<\/p>\n\n<h3 class=\"wp-block-heading\">Hide a tab<\/h3>\n\n<p class=\"wp-block-paragraph\">All tabs can be hidden using the field indicating how we want them to be displayed:<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee299cfb2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee299cfb2\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"235\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4.png\" alt=\"\" class=\"wp-image-5293\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4.png 882w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4-600x160.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4-768x205.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4-50x13.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4-60x16.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-4-100x27.png 100w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example we hide the &#8220;Attachments&#8221; tab, it will no longer be possible to view or upload attachments to documents in this category.<\/p>\n\n<h3 class=\"wp-block-heading\">Hide or block a tab in some states or conditions<\/h3>\n\n<p class=\"wp-block-paragraph\">By clicking the &#8220;Configure&#8221; button, we can set a tab to be hidden or locked (not allowing its content to be modified) when some condition is met:<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee299de7e&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee299de7e\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"963\" height=\"518\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5.png\" alt=\"\" class=\"wp-image-5295\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5.png 963w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5-600x323.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5-768x413.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5-50x27.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5-60x32.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-5-100x54.png 100w\" sizes=\"auto, (max-width: 963px) 100vw, 963px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example we will make the &#8220;Activity&#8221; tab visible only in some states.<\/p>\n\n<h3 class=\"wp-block-heading\">Rename a tab<\/h3>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This action is not available for system tabs.<\/p>\n\n<p class=\"wp-block-paragraph\">By selecting the tab we can rename it using the &#8220;Tab name&#8221; field.<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee299f0b5&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee299f0b5\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"237\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-1024x237.png\" alt=\"\" class=\"wp-image-5299\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-1024x237.png 1024w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-600x139.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-768x178.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-50x12.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-60x14.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7-100x23.png 100w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-7.png 1210w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example we renamed the tab that used to be called &#8220;Supplier Contracts&#8221; to &#8220;Contracts of this prov.&#8221;<\/p>\n\n<h3 class=\"wp-block-heading\">Choose the buttons to be displayed on a tab<\/h3>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This action is not available for system tabs.<\/p>\n\n<p class=\"wp-block-paragraph\">By default, the tabs displaying documents of other categories allow you to create new records of the foreign category (&#8220;New&#8221; button) or to choose from the available records to relate them to this one (&#8220;Assign&#8221; button).<\/p>\n\n<p class=\"wp-block-paragraph\">We can make these actions unavailable by unchecking them in the &#8220;Buttons&#8221; section:<\/p>\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"356\" height=\"81\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-8.png\" alt=\"\" class=\"wp-image-5301\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-8.png 356w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-8-50x11.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-8-60x14.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-8-100x23.png 100w\" sizes=\"auto, (max-width: 356px) 100vw, 356px\" \/><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example we remove the &#8220;New&#8221; button from this tab.<\/p>\n\n<h3 class=\"wp-block-heading\">Elegir las columnas de datos que se muestran en una pesta\u00f1a<\/h3>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This action is not available for system tabs.<\/p>\n\n<p class=\"wp-block-paragraph\">When documents from another category are displayed in a tab, the &#8220;Default view&#8221; of the related category is displayed, with the columns it has configured.<\/p>\n\n<p class=\"wp-block-paragraph\">However, it is possible to choose a <em>query from the related category<\/em> that has the columns we want, and have it used to display the data in this tab:<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee29a0afc&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee29a0afc\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"317\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-1024x317.png\" alt=\"\" class=\"wp-image-5303\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-1024x317.png 1024w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-600x186.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-768x238.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-50x15.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-60x19.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9-100x31.png 100w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-9.png 1215w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example, we are going to choose a<em>&#8220;Supplier Contracts<\/em>&#8221; query to use in this tab and display the data with the columns we want.<\/p>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-info\">Parameterized queries can also be chosen as a single tab view.<\/p>\n\n<h3 class=\"wp-block-heading\">Making a tab &#8220;mandatory&#8221; in some states and conditions<\/h3>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This action is not available for system tabs.<\/p>\n\n<p class=\"wp-block-paragraph\">It is possible to force the user to enter, assign or associate at least one &#8220;row&#8221; in one of the tabs of a document. In this way we make that tab &#8220;mandatory&#8221;.   <\/p>\n\n<p class=\"wp-block-paragraph\">To do this we use the &#8220;Configure&#8221; button and choose the &#8220;Mandatory&#8221; option:<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee29a1d54&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee29a1d54\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"313\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-1024x313.png\" alt=\"\" class=\"wp-image-5305\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-1024x313.png 1024w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-600x183.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-768x235.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-50x15.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-60x18.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10-100x31.png 100w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-10.png 1210w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-paragraph\">In this example we configure that it is mandatory that there is at least one<em>&#8220;Vendor Evaluation<\/em>&#8221; to be able to pass to some states.<\/p>\n\n<h3 class=\"wp-block-heading\">Have the data of a tab deleted when deleting this document<\/h3>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This action is not available for system tabs.<\/p>\n\n<p class=\"wp-block-paragraph\">If a<em>&#8220;supplier<\/em>&#8221; has a<em>&#8220;contracts<\/em>&#8221; tab, it is possible to configure this tab so that when a supplier is deleted, ALL its contracts are also deleted.<\/p>\n\n<p class=\"wp-block-paragraph\">To do this we check the &#8220;Cascade delete&#8221; checkbox in the Contracts tab settings.<\/p>\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a3fee29a2b9d&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a3fee29a2b9d\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"269\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-1024x269.png\" alt=\"\" class=\"wp-image-5309\" srcset=\"https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-1024x269.png 1024w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-600x158.png 600w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-768x202.png 768w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-50x13.png 50w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-60x16.png 60w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11-100x26.png 100w, https:\/\/help.r2docuo.com\/wp-content\/uploads\/2024\/10\/image-11.png 1217w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">Make sure you understand the implications of checking &#8220;Cascade Delete&#8221; before enabling this option. When one document in this category is deleted (a supplier), ALL related documents in the other category (that supplier&#8217;s contracts) will also be deleted. <\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The document details window in Docuo is organized in tabs: System tabs These tabs exist in all documents: Tabs created by relationships between categories These tabs are created when there are documents of another category that are related to this one by means of a field of type&#8220;Drop-down list to&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"content-type":"","footnotes":""},"ht-kb-category":[63],"ht-kb-tag":[],"class_list":["post-5383","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-fields"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Show, hide and sort tabs in the detail window - 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