HOWTO: Insert a New Tab

In this tutorial you will learn how to add a new tab to your custom document type. This tab will help you to find other contracts created for the same contract owner. To do so, we'll be using a custom page provider linked to the Contract document type.

Prerequisites

• A Contract document type created in Modeler
• Web UI addon installed on your instance
• View Designer enabled on your Studio project

Once you are all set, you can navigate to Modeler to start creating your search.

Create a Page Provider

1. In Customization, go to Page Providers, click on New and name it otherContracts.

2. In the Query filter add the following line AND ecm:primaryType='Contract'. This will enable to only search contract documents.
   You should end up with something like this:

   ecm:mixinType != 'HiddenInNavigation' AND ecm:isCheckedInVersion = 0 AND ecm:currentLifeCycleState != 'deleted' AND ecm:primaryType='Contract'
   

Now we will add aggregates to customize the search.

The search by owner of the contract:

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1. Add another new Predicates
2. Click on Edit binding and select schema:contract > owner

The search by date range:

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1. Next to Aggregates click on Add A popup window appears.
2. Fill the popup window like this:

   Field	dc:created
   Date Ranges	Label: Last year From: now-1y To: now-1M Label: Last month From: now-1M To: now-7d Label: Last week From: now-7d To: now-24H Label: Last 24h From: now-24H To: now

You can now save your changes and go to the Designer.

Create a Listing

Go to the Designer:

1. Click on UI > Tabs
2. Hover over the Create button and select the Listing type
3. Name it other-contracts.
4. Fill in the creation form like this:
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5. Fill in the Element & Attributes section like this:
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6. Fill in the Filters section like this:
   1. Current user has one of the permissions: Edit
   2. Current document has one of the types: Contract
7. Save your changes.

You can now deploy your project on your instance and see what it looks like!

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