Configure a record screen with a dynamic screen segment so users can view records that correspond to selected segments, rather than view a complete list of records.

Before you begin

When configuring a dynamic screen segment within a record screen, ensure that you have created the following items:
  • A record screen, used to include a dynamic screen segment within the segmented control. For more information, see Configure a parameterized record screen.
  • An embedded list, used to display a list of records within the selected record screen. This list is selected from the Dynamic segment item stream field.
  • A corresponding list to be displayed when each screen segment is selected. This process should resemble the embedded list procedure, with the addition of using a target table to which you are referencing.

    For more information about embedded lists and the list to be displayed when a screen segment is selected, see Embedded lists for a record screen

Role required: admin

Procedure

  1. In the web-based UI, enter sys_sg_form_screen.list in the filter navigator.
  2. Select the record screen to which you want to add a dynamic screen segment.
  3. In the Fetch Type field, select On-demand.
  4. In the Segmented Control area, select the height and width of the segment buttons.
    For a guide to the button sizes, see Using dynamic segments to display data in a record screen.
  5. Right-click in the header and select Save.
  6. (Optional) Configure the header segment to display within the segmented control.
    Note: The header segment is usually the initial button in the segmented control. If this option is not selected, the segmented control only displays the dynamic screen segment.
    1. Select theRecord Screen Segments tab and select New.
    2. From the Select form segment type menu, select Record Screen Segmentand then select OK.
    3. On the form, fill in the fields.
    4. Select Submit.
  7. Configure the dynamic screen segment and the records to display when users tap a segment record.
    1. Select the Record Screen Segments tab and select New.
    2. From the Select form segment type menu, select Dynamic Record Screen Segment and then select OK.
    3. On the form, fill in the fields.
    4. Right-click in the header and select Save.
  8. While still in the Dynamic Form Segment Screen form, define the appropriate lists to display when selecting segments in the dynamic screen segment.
    1. From the Dynamic segment list stream field, select the information icon (Information icon.) and select Open Record.
    2. Select the List Stream M2M Item Configuration to use for the dynamic section.
    3. In the Item Configuration form, ensure that the user is not redirected to a different embedded screen by selecting Use Card and verifying that the Embedded Screen field is empty.
    4. Select Update.

What to do next

Define the appearance of selected segment buttons. See, Customize segment button colors in the segmented control area.