Configuration options for system and custom tab settings

Review the actions and configuration options that are available for tabbed pages for objects. The settings that you can change depend on the tab page that you select. 

Information page configuration

For some tabs, such as the Information tab, the following actions and configuration options are available:

Icon or field name	Procedure
Role	The target role.
Object title and subtitle	In this example, Assigned To is selected as the title and Change Date is selected as the subtitle for the asset object. Determines which field values are shown for the object in block view and in list view when the record is selected.
	Copy tab settings from the source to the target role.
	Change the tab name.
	Show or hide the tab.
Add group	Organize the displayed information into groups for easier access. For example, you can create general, purchasing, and audit information groups for asset records to group related data.
+ Add Fields	Include fields necessary for the selected user role, either for viewing or editing.
+ Add link	Provides an external website link to display on the Information page of all records. Link Label: Input a name for the link, such as AWS RDS. Link: Input the URL. Example: https://www.oomnitza.com/. Did you know? Variables can be used to craft custom URLs for each record. For instance, an asset's serial number might be used as follows: https://www.<domain>.com/exampleaction?{{serial_number}} Linking records to external websites
Actions menu	In the header, use the Actions menu to: Change the name of the group. Remove the group and all fields from the page. Change the order of the groups on the page. In the body of the page, use the Actions menu to: Change the order of fields. Remove fields. Move fields to another group.
Default	Tailor field settings based on user roles. This includes making fields mandatory, read-only, or hiding fields that don’t contain values. You can also add rules that specify when this behavior occurs.  Adding custom visibility rules
	Drag and drop the fields to reposition them.

Tabbed page configuration

For some tabs such as tabs other than the Information tab, the following actions and configuration options are available. 

Figure: Asset object record in block view with title set to Assigned To and  subtitle set to Change Date

Change the title and subtitle

In the sidebar, the title and subtitle determine which fields are shown for an object in block view and in list view when the record is selected. 

Select the target role

If you have the appropriate permissions, you can change the tab settings for the role you select.

Copy screen builder tab settings from source to target roles.

Change the tab name.

Show or hide tab.

Delete tab. Restricted to the custom tabs that are added.

Displays only the fields that are set to visible.

Turn filters on and then select the fields that you want to use to filter information.

Hide or show fields.

Lock or unlock fields.

Drag and drop fields.

Move to the top, one line up, one line down, and move to the bottom.