> For the complete documentation index, see [llms.txt](https://developer.emporix.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://developer.emporix.io/document-intake-cockpit/configuration/form-layouts/form-layout-related-tabs.md).
# Related Tabs and AI Insight
Add related-entity tabs and an optional AI Insight Box to show linked records and recommendations on the document.
Use **Related Entity Tabs** and **AI Insight Box** on a [Form Layout](/document-intake-cockpit/configuration/form-layouts.md) to show linked records and an optional recommendation panel in [Managing Documents](/document-intake-cockpit/cockpit-views/managing-a-document.md).
## Related entity tabs
Each tab shows a read-only form for a linked record. The tab name is the **Tab label** you enter, for example **Customer**. Select **Add tab**, then **Configure…** on a row to edit it.
Related Entity Tabs with tab list and configure
{% stepper %}
{% step %}
#### Set the tab source
Set **Tab label**, **ID binding**, and **API URL**. **ID binding** is the document field whose value is the related entity ID. Use `{tenant}` for the current tenant and `{id}` for that ID, for example `https://api.emporix.io/schema/{tenant}/custom-entities/ZG_VENDOR/instances/{id}`.
{% endstep %}
{% step %}
#### Test the connection
Enter a **Sample ID for test**. Use a real ID that the endpoint returns, then select **Test connection**.
{% endstep %}
{% step %}
#### Design the tab form
On the nested **Form layout**, use **Add section**, **Add field**, **Binding**, **Control**, and **Label** the same way as in [Form Layout Sections](/document-intake-cockpit/configuration/form-layouts/form-layout-sections.md). The tab is read-only on the document.
{% endstep %}
{% step %}
#### Save
Select **Save** on the layout.
{% endstep %}
{% endstepper %}
Configure related entity tab with identity, API URL, and nested form
Open one document whose **ID binding** has a valid value and one where it is empty. Confirm that the first shows the expected record and the second reports that no related ID is available. Also test an invalid ID so the loading error is clear rather than misleading data.
## AI Insight Box
The **AI Insight Box** is an optional panel on the side-by-side view in [Managing Documents](/document-intake-cockpit/cockpit-views/managing-a-document.md). It shows a title, the recommendation, and the buttons you add. The box appears when the layout includes it and the recommendation field has text.
On the **AI Insight Box** tab, set **Box title** and optionally select **Add button**, then **Save**. The fallback title is **AI Insight**.
**Recommendation source** is fixed to `mixins.process.aiRecommendation.recommendation` and is read-only in the editor. The component that generates the recommendation must write it to this path.
Select **Add button** to add a **Cloud function**, **Approval**, **Transform document**, or **Open modal** action. Configure its label, access, conditions, and type-specific settings as described in [Document Actions](/document-intake-cockpit/configuration/form-layouts/form-layout-actions.md). Edit, cancel, save, and refresh actions are intended for the document header and do not apply to the AI Insight Box.
Open a document with recommendation text and confirm the box title, content, and buttons. Open one without recommendation text and confirm that the box does not appear.
AI Insight Box with title, recommendation source, and action buttons
---
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