[EN] USEFF556 - Set up the side view of an item

  1. 1. On your workspace home screen, each category appears as a card. Click Items on the card of the category whose record you want to open

    On your workspace home screen, each category appears as a card. Click Items on the card of the category whose record you want to open
  2. 2. In the list, open the Actions menu of the record's row

    In the list, open the Actions menu of the record's row
  3. 3. Then click Edit

    Then click Edit
  4. 4. The dedicated screen opens in two columns: on the left the side view, with what stays visible the whole time, and in the center the record content with its tabs

    The dedicated screen opens in two columns: on the left the side view, with what stays visible the whole time, and in the center the record content with its tabs
  5. 5. Click the three-dot menu, next to the reference, at the top of the side view

    Click the three-dot menu, next to the reference, at the top of the side view
  6. 6. The menu has two options: Print PDF generates a printed version of the record, and Edit view opens the panel configuration. Select Edit view

    The menu has two options: Print PDF generates a printed version of the record, and Edit view opens the panel configuration. Select Edit view
  7. 7. Edit mode opens in the bar itself, in place of its content: this way you follow the result while you configure

    Edit mode opens in the bar itself, in place of its content: this way you follow the result while you configure
  8. 8. In AVATAR, the selector has two modes: Icon uses an icon from the library, and File field uses a file from the record itself, like a product photo

    In AVATAR, the selector has two modes: Icon uses an icon from the library, and File field uses a file from the record itself, like a product photo
  9. 9. With Icon, the field beside it takes the icon name in the i-collection-icon pattern. The example uses the carbon collection; the library accepts others, such as i-lucide

    With Icon, the field beside it takes the icon name in the i-collection-icon pattern. The example uses the carbon collection; the library accepts others, such as i-lucide
  10. 10. In TITLE / SUBTITLE, each selector opens the field list. At the top come the native ones, like ID, Reference, Display, Status, Created at and Updated at; scrolling the list brings the category form fields and those of the item pointed to by a relationship

    In TITLE / SUBTITLE, each selector opens the field list. At the top come the native ones, like ID, Reference, Display, Status, Created at and Updated at; scrolling the list brings the category form fields and those of the item pointed to by a relatio
  11. 11. Click Add section to create a new block

    Click Add section to create a new block
  12. 12. The section is born with the text Section name and the state No fields yet. Delete the text and type the block name

    The section is born with the text Section name and the state No fields yet. Delete the text and type the block name
  13. 13. Click Add field. It creates the row, but does not choose the field yet

    Click Add field. It creates the row, but does not choose the field yet
  14. 14. Click Select field to open the list and choose the field that takes the position

    Click Select field to open the list and choose the field that takes the position
  15. 15. Check the section you assembled and click Save. The x beside a field takes it out of the panel and the trash can removes the whole section

    Check the section you assembled and click Save. The x beside a field takes it out of the panel and the trash can removes the whole section
  16. 16. As the workspace owner, when you save you see the dialog that asks whether the bar applies to every member. Click Save for everyone to apply it to everyone who opens the category's records; Cancel returns to edit mode without saving

    As the workspace owner, when you save you see the dialog that asks whether the bar applies to every member. Click Save for everyone to apply it to everyone who opens the category's records; Cancel returns to edit mode without saving
  17. 17. The side view now shows the new block, and the configuration applies to every item in the category

    The side view now shows the new block, and the configuration applies to every item in the category