Adding and configuring custom tab pages

To configure the settings of record tabs, you use the screen builder. Users must have at least customization permissions for the object to access the screen builder.

Accessing the screen builder

To configure the view settings for an object's records, you use the screen builder. Users must have at least customization permissions for the object to change the settings.

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

About adding a new tab

If you have sufficient customization permissions for an object, you can add custom tab for your own role or for another role.

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

If you add a custom tab for another role ensure that the role has sufficient permissions to the object.

Review the following information before you add the tab:

Object selection criteria. To create a new tab, you must select an object as a source for the data to populate the page.

You can only choose from objects that have fields referencing the current object as their data type.

For example, the Stockroom object has a "Location" field that uses "Location" as its data type. Because of this relationship, when you're on the Location object page, Stockroom will be available as an option.

Saved search. You can use a saved search to refine the information that is shown on the tab. You can use the saved search to retrieve only the information that is relevant to the user' role. Its purpose is to help you with the initial set up of the tab. Any updates made to the saved search after the initial setup, won't affect the new tab.

Adding a new tab

From the Role list in the sidebar, select the role that you want to customize.
Select the field that you want to use as the title and subtitle of the record. 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.
Click Add new tab.
Type the title of the new tab.
From the Object list, select a data source.
Select a saved search.
Select a field from the list that references the current object as a data type.
Click CONFIRM.

You can now customize the settings of the new tab page for the target role.

Configuring tab settings

Select the New Tabbed Page: Choose the tabbed page you created in the previous steps.
Configure Field Visibility and Filters: Set the visibility for each field and enable filters on the fields you want to include in the search.
Set Page Layout and Role Visibility: Configure the layout of the tabbed page and set its visibility according to the user role.

Result
Once the new tabbed page is configured, you have the option to add new records or link to existing ones. When you link an existing record, the record will automatically update to reflect the new association.