Adding custom tabs

Add custom tabs to provide additional information that is specific to a user's role.

Tip
Administrators can control access to information by hiding tabbed pages depending on the user's role. For example, by restricting the record information that is available to a user by the tasks that they need to complete.

Overview

In Oomnitza, two views are provided for records:

• List views
• Detail  views

Figure: Example of a list view of assets

Figure: Example of a record details view of an asset record

Customizing tabbed pages

To add custom tabs, you must have customization permissions for an object. Permissions can be set to:

• No access
• Read
• Add, Edit
• Add, Edit, Archive

 Learn more about granting role permissions

To customize the user experience, you use the screen builder . For each user role, you can:

• Hide or show tabbed pages.
• Add custom tabbed pages specific to a user's role.
• Change the name of the tabbed page.

Custom tabbed pages, unlike system generated tabbed pages, can also be removed.

About adding a new tab

If you have customization permissions for an object, you can add a custom tab for your role or for another user's role. And, If you add a custom tab for another role, ensure that that role has at least read permissions for the object.

Before you add the tab, review the following information:

Object selection criteria. To create a new tab, you must select a related object as a source to populate the tab with data. For example, you can select the Users object to add user-related data to a custom tab for hardware. 

Related Field. A field that is shared by both objects. For example, the Assigned to field for assets has users as its data source and can be used to add a custom tab with asset information to the People object.  

Default Saved Search. You can use a saved search to retrieve information that is relevant to the user's role. This search is applied to the custom tab as the default search. 

Tip
Get a head start in adding tabs for other roles. See Copying a role's tab settings.

Accessing the screen builder

1. Click an object, such as Software.
2. Click a record.
3. In the sidebar, click the Actions menu .
4. Click Screen Builder .

Adding a new custom tab

1. From the Role list in the sidebar, select the role that you want to customize.
2. Select the field that you want to use as the title and subtitle of records. For example, for a user record, you might want the user's full name to appear as the title and their department as the subtitle.
3. Click Add new tab.
4. Type the name of the tab. 
5. From the Object list, select an object that is related to the current object. 
6. Select a saved search.
7. Select a field from the list that references the current object as a data type.
8. Click CONFIRM.