Tabs / Menus

Tabs / Menus define the primary navigation elements for accessing application pages and their features. A tab serves as a top-level navigation container, while a menu functions as a child component within a tab.

In the Partial Locking Framework, lock states govern how Tabs and Menus can be modified in the destination tenant. This ensures a balance between customization flexibility and upgrade compatibility.

Locking Behaviour

The lock state of a Tab or Menu is determined during application installation or upgrade based on its source definition. A Tab or Menu may be in one of four states:

• Unlocked (Custom) – Created in the destination tenant.

• Unlocked – Originates from the source tenant but has no lock restrictions.

• Partially Locked – Editable only in specific, controlled areas.

• Locked – Fully protected from modification.

If a tab or menu is associated with multiple installed applications, the latest update from any source determines its effective lock status.

Tenant Admin Permissions

Tenant Admin permissions on Tabs / Menus are scoped based on their lock state. The table below lists the supported actions.

Application-Level Tab Actions

Action/Property	Unlocked Application	Partially Locked Application	Locked Object Application
New

Tab-Specific Actions & Properties

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Tab	Unlocked Tab	Partially Locked Tab	Locked Tab
Tab Name
Parent Tab
Device Display
Icon
Description
Role Pages Enabled
Page Definition (Global or Role)
Generic Page
Add Child Menus
Reorder Child Menus
Remove Child Menus
Delete

Super Admins have full administrative control over all tabs and menus, regardless of their lock status. This includes the ability to preview, clone, synchronise, rename, delete, and modify.

If a Super Admin modifies properties that are restricted for Tenant Admins, the component continues to remain on the upgrade path. These changes are treated as temporary overrides and will be replaced by the source during the next application upgrade.

Upgrade Compatibility

When a permitted change is made to a Partially Locked Tab or Menu, the system automatically sets an Modified flag. This flag indicates that the tab has diverged from its source version and influences upgrade behaviour. This information is displayed in the tab or menu view page under the application setup. Likewise, a red exclamation triangle icon is rendered within the tab or menu that undergoes any modification.

Restoring Upgrade Path

To revert a Partially Locked Tab / Menu to its original state, use the Restore Upgrade Compatibility action. This is available only for tabs/menu marked as Modified components.

To restore the modified tab/menu to its original state, do the following:

• Navigate to the tab/menu view page from the application setup page.

• From the tab/menu view page, select Restore Upgrade Compatibility for the modified tab/menu that needs restoration.

• A confirmation dialogue indicating that this action is irreversible. Confirm and proceed to restore the modified tab/menu to its original state, and the Modified flag is cleared.

• During the next upgrade, all local configurations are overwritten, and the tab/menu is restored to its source version.

Tab/Menu Reordering on Application Upgrades

During an application upgrade, the order of tabs and menus in the destination tenant is updated based on the source tenant’s structure. However, any custom tabs or menus added by the destination tenant are preserved and never removed. The following rules explain how tabs are added, reordered, or removed during upgrades:

Scenario	Behavior in Destination Tenant after Upgrade	Custom Tabs/Menus Impact
A new tab/menu is added in the source	Inserted immediately after the preceding item in source order.	Custom menus/tabs retain positions.
A tab/menu is reordered in the source	Repositioned relative to other OOTB items in the destination.	Custom menus/tabs remain unmoved.
A tab/menu is deleted in the source	Removed from destination. Linked custom items are preserved and relocated to the end of the remaining menus/tabs.	Preserved but may shift position.
No custom tabs/menus exist	Destination order exactly matches source order.	Not applicable.