Tip: See what you need to see. Use your fast tabs more efficiently, including adding fields to the summary

Let’s start with the concept of fast tabs

Fast tabs are used to group fields and allow you to easily collapse and expend groups of fields. They help to organize all the fields on entity details in a user friendly way. In example, on the product information details page you can see fields grouped on specific areas, such as procurement, sales, production or inventory.

FastTabs.PNG
As an example. some fast tabs on the released product details form, grouping fields in specific area such as  Purchase, Promote or Deliver.

Hiding and collapsing: Only see what you need to see

Never would you require all fields on a detail page for your processes or your specific set of roles. What’s not hidden automatically by working with a set of security roles, you might want to get out of sight too. You are quickly able to collapse, or even hide, entire fast tabs that are not useful for your role. In that way, you are able to get a quick overview of what matter to you, ultimately improving your user experience.

FastTab_ExpandCollapse.PNG
If you want to quickly collapse or expand a specific fast tab, click the downward pointing arrow (marked in the screenshot).

FastTab_ExpandCollapseAll.PNG

If you want to quickly collapse or expand all fast tabs, right click on any fast tab and select either the Collapse all or the Expand all option.

FastTab_HidePersonalize.PNG

If you want to hide any fast tab, right click the fast tab, select the Personalize option and mark the Hide checkbox.

Did you know you can determine what fields are displayed in the fast tab summary?

Helping you to quickly view the relevant information, even when a fast tab is collapsed, is the fast tab summary section. This is the section on the right side of a fast tab, and has fields summarized as per standard. However, you can determine what is summarized there. Let’s have a look on how to select a field to have it displayed in your fast tab summary section…

FastTabs_Personalize
Step 1: Navigate to a field displayed on your record details view and right click. Click ‘Personalize’.
FastTabs_PersonalizeAddtoFastTab
Step 2: Check the ‘Include in FastTab summary’ checkbox.
FastTabs_PersonalizeRefresh.PNG
Step 3: Give the screen a ‘hard refresh’ by using F5 or the browsers’ refresh button in order to have the changes reflected on your fast tab. A simple data refresh from within Dynamics 365 will not work.

 

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