Claims and Evidence Tab Relocation

[dan-tang-ssd]

• can we move the 'relation manager' into the main form? NO. However - there may be options. (Difficult because we're actually nesting cases -> claims -> evidence). But could explore some options.

[dave-mills]

I was thinking through some of the options we have here, and came up with what I think is a pretty good solution. It's a combination of:

• Subnavigation
• Using a "ManageRelatedRecords" page instead of the relation manager
• Adding multiple edit pages instead of the single page with tabs.

The result looks like this:

CleanShot.2025-09-03.at.17.09.09.mp4

See my new 'split-edit-pages` branch for my go at doing it.

One major note with this is that it changes the functionality of when things get saved: before, you could skip between the tabs in the edit form, and all the info would remain until you save it (because it's all happening on the same page). Now, going to another tab is a full page reload, so the form needs to be saved before moving.

• Because of this, I addedunsavedChangesAlerts() to the panel, so the user is at least alerted of unsaved data before leaving the page.
• I think it might be useful to put the save button at the top of the pages as well as at the bottom of the form, and/or setup auto-saving...

[dan-tang-ssd]

Wow, it is fantastic! Thank you so much @dave-mills
It does exactly what we need.

I will follow-up and try your suggestions.