Sub-Panels: How to Add Them

Purpose

Sub-panels are used to display records associated [related] with other records.
For example, the Action sub-panel appears under the Risk module to show related actions.

They are used to organise and display related records  under a record being displayed. They provide users with a structured view of all associated data such as actions, attachments, comments, or other linked records within the same interface. 

This enhances usability by offering quick access to relevant information, streamlining workflows, and improving traceability and decision-making.

Step by Step Guide to add Sub Panel

1. Navigate to Admin > Custom Types in the Modules section.
   This will open a page displaying all custom types from various modules.
   
   
   
   
   
2. Select the desired module and custom type where you want to add the sub-panel.
   For example: To add the Action sub-panel to the Risk module, select the custom type for the Risk module.
   
   
3. Add 'Action' to the 'Custom Types' field. This links the Action type to your selected custom type.
   
   
   
   
4. Scroll down to the 'Task (Action)'do section and click the toggle button to enable the Action sub-panel in your module (e.g. Risk).
   
   
   
   
   
5. Enable the different actions for the sub-panel, as needed:
   • Add – Allows users to add new actions.
   • Link – Allows users to link existing actions.
   • Unlink – Allows users to unlink an action.
   • Delete – Allows users to delete an action from the subpanel.
   • Export – Allows users to export actions as CSV.
   • Note: If you want to enable more than one action for the subpanel, separate them with commas.
     For example: add, link, unlink
     
     
6. Click on ‘Save’ button to save changes.