TABLE OF CONTENTS

• Overview
• Accessing the Discovery Tab
• Discovery Tab Layout
  • Keyboard Shortcuts
• Managing Discovery Tabs and Fields
  • Creating New Tab List Items
  • Adding New Fields
• Further Support

Overview

The Discovery tab in ManagementStudio allows administrators to capture additional information for any object within a module. This functionality supports planning and migration tasks by enabling the creation of custom data fields. For example, during a mobile phone migration, you might use custom fields to record a user's manufacturer preference or required accessories.

This article uses the Applications module for illustration. The same process applies to all modules in ManagementStudio.

Accessing the Discovery Tab

To open the Discovery tab in a module:

1. Select the relevant module (e.g., Applications) from the vertical navigation bar.
2. Double-click an item in the main grid to open its details panel.
3. Click the Discovery tab in the details panel.

Discovery Tab Layout

The Discovery tab is organised into three main areas:

• Control Bar (top): Allows users to save changes and reload information.
• Tab List (left): Enables administrators to organise related questions into groups for ease of presentation.
• Survey Area (main panel): Displays the questions within the selected Tab List item.

Keyboard Shortcuts

You can use keyboard shortcuts to perform common actions via the Control Bar:

• Save Changes: CTRL+S
• Reload: CTRL+R

Managing Discovery Tabs and Fields

Creating New Tab List Items

To add new Tab List entries (question groups):

1. Navigate to Administration and select the relevant module (e.g., Applications).
2. In the module settings, scroll to the Custom Forms section and select Discovery to open the Discovery management screen.
3. Click the New Tab button in the toolbar.
4. Enter a name for the new custom form tab (for example, "Licensing").
5. Click OK to create the new tab.
6. Click Save Changes to confirm.

Adding New Fields

By default, a newly created tab includes one text field. To add more fields:

1. Select the required tab (e.g., Licensing).
2. Click the New Field button to add a text field.
3. Configure the new text field as required.
4. Repeat this process to add more fields.
5. Click Save Changes when finished to apply your changes.

For more details on configuring Discovery tab toolbars, tabs, and grids, refer to the Main Tabs article.

For detailed information on Discovery form column settings, see Custom Forms.

Further Support

For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or submit a support ticket.