---
title: "Side Panel Info"
slug: "side-panel-info-1"
updated: 2026-10-07T17:12:18Z
published: 2026-10-29T16:31:25Z
canonical: "wiki.cobblestonesoftware.com/side-panel-info-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Side Panel Info

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Side Panel Info**

*03. Admin User Manual › Record Details Tab Setup › Side Panel Info*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

The right-hand side panel shown on every record is configured from **Administration › Record Sidebar Widgets**, which lets an administrator "choose which widgets show in the right-hand panel of a record, and whether each one appears always or only when it has something to show." Widgets are set per **Record type** (Contracts, Requests, Solicitations, Purchase Orders, Vendors / Customers or Employees) and **Applies to** scope (for example, All Contracts types or a single contract type). Each widget can be set to **Always**, **When it has content** or **Hidden**, and dragged to change its order.

The available widgets are **Record summary** (the record's headline fields), **Notices and alerts** (workflow alerts, validation warnings and open tasks), **Current record stage**, **Risk register**, **Related records**, **Status history** and **Sections** (a jump list of the record's field groups and sub-tables). The fields shown in the Record summary, its Headers and Tags, are set in **Administration › Tab Details Setup**.

# 2. Key Elements

- **Record Sidebar Widgets** (Administration): **Record type** and **Applies to** drop-downs, a list of widgets with drag handles (⠿), an **Always** / **When it has content** / **Hidden** setting for each widget, and **Reset to defaults**.
- **Record summary**: the record's headline fields, using the Headers and Tags configured under Tab Details Setup. On a contract it appears as **Contract summary**.
- **Notices and alerts**: counts for **Record**, **Budget**, **Workflow** and **Task** alerts on the record.
- **Current record stage**: where the record sits in its configured stage pipeline.
- **Risk register**: risk warnings and risk entries for the record, with **+ Add risk**.
- **Related records**: links to the company, request or other records connected to this one.
- **Status history**: every status the record has moved through, newest first, with **History** and **Time in status** views.
- **Sections**: a jump list of the record's field groups and sub-tables, with a **Filter sections** box.
- **Tab Details Setup › Side Panel - Headers & Tags**: chooses the **Headers** and **Tags** shown in the Record summary for every record type in an area.

# 3. Navigating to Record Sidebar Widgets

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.

![Administration icon highlighted in the left navigation bar](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01_admin_nav(3).jpg)

1. On the Administration page, under **Configuration & Fields**, click **Record Sidebar Widgets**.

![Administration page with the Record Sidebar Widgets tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02_admin_tile(2).jpg)

# 4. Configuring Side Panel Widgets

1. From **Record type**, choose the area to configure: **Contracts**, **Requests**, **Solicitations**, **Purchase Orders**, **Vendors / Customers** or **Employees**.
2. From **Applies to**, choose whether the settings apply to all types in that area (for example, **All Contracts types**) or to one specific type.
3. For each widget, click **Always**, **When it has content** or **Hidden**.
4. To change the order of the widgets in the side panel, drag a widget by its handle (⠿) to a new position.
5. To undo your customizations, click **Reset to defaults**.

![Record Sidebar Widgets with Record type, Applies to, Reset to defaults, the drag handles and the visibility buttons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03_sidebar_widgets.jpg)

**Note:** This screen has no separate save button. Check the record's side panel after making changes to confirm the result.

# 5. Configuring Side Panel Headers and Tags

1. On the Administration page, under **Configuration & Fields**, click **Tab Details Setup** (shown in the screenshot in Section 3).
2. Choose the **Area** (for example, **Contracts**) and scroll to **Side Panel - Headers & Tags**. These settings apply to all record types in the area.
3. Review the current **Headers** and **Tags**. Click the **x** next to a field to remove it.
4. To add a field, choose **Header** or **Tag** from the first drop-down, choose a field from **- choose a field -**, and click **Add**.
5. To return to the default fields, click **Reset sidebar**.

![Side Panel Headers and Tags section with the Headers and Tags lists, Header or Tag drop-down, field drop-down, Add and Reset sidebar highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06_headers_tags.jpg)

# 6. Viewing the Side Panel on a Record

1. Open a record (for example, a contract from **Requests/Contracts › Contracts › Manage**). The side panel appears on the right.
2. Review the **Contract summary** (the Headers and Tags set in Section 5), **Notices and alerts** and **Risk register** widgets. Click the arrow on a widget's header to collapse or expand it.
3. To hide or show the whole side panel, click the **Hide details panel** button next to **Edit All**.

![Contract record with the Hide details panel button and the Contract summary, Notices and alerts and Risk register widgets highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04_record_side_panel.jpg)

1. Scroll down the side panel to see **Status history**. Switch between **History** and **Time in status** to see the record's status changes.
2. Use **Sections** to jump to a field group or sub-table. Type in **Filter sections** to narrow the list.

![Lower side panel with Status history, the History and Time in status views, Sections and Filter sections highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05_record_side_panel_lower.jpg)

**Note:** Widgets set to **When it has content** appear only when the record has something to show, so the widgets you see can differ from record to record.

# 7. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Choose which widgets appear | Administration › **Record Sidebar Widgets** › Record type / Applies to › **Always**, **When it has content** or **Hidden** |
| Reorder widgets | Record Sidebar Widgets › drag the handle (⠿) |
| Restore default widgets | Record Sidebar Widgets › **Reset to defaults** |
| Change summary headers and tags | Administration › **Tab Details Setup** › **Side Panel - Headers & Tags** › **Add** |
| Restore default headers and tags | Tab Details Setup › **Reset sidebar** |
| Hide or show the side panel on a record | Record page › **Hide details panel** button |