Custom tabs enable further tailoring of a record to your institution's needs. A record can have multiple custom tabs, and through permissions, you can show different tabs to specific users. By default, custom tabs follow the standard Materials tab in alphanumerical order. Custom tabs can add value by:
- Enabling users to enter information directly on records.
- Displaying information directly on a record rather than through a separate dashboard.
- Using custom fields for entering and displaying custom information.
- Providing messages automatically across staff populations.
Custom tabs are managed through the Tabs tool in the database, and the tab content is controlled through forms in the database.
To create and display a custom tab:
- Create the form.
- Create the tab.
Create the Form
The first step to creating a custom tab is to create a form.
Important Custom Tab Forms Considerations
- Read-only Fields: Use merge fields to show read-only data on custom tabs. Merge fields enable displaying data that should not, and cannot, be edited. Use merge fields instead of selecting "Read Only" on a form field to ensure that it cannot change or be overwritten.
- Conditional Logic Filters: When conditional logic filters are placed on custom tab form fields and are not visible to the internal user, data in these fields can be overwritten with null values. To avoid this behavior, avoid using conditional logic on custom tab fields. However, you can use conditional logic on merge fields on custom tabs because merge fields only display data.
Default Value Form Fields: Generally, default values populate when a form loads. This default value will be saved when the form is submitted unless the value is changed. If a value is previously stored in a particular field for which a default value is set, submitting the form with the default value will either update or append the previously stored value. The very nature of a default value is that it will always suggest a particular value for a field on a form.
Because of this intended behavior, default values should not be used on custom tab forms because the primary purpose of these forms is to display the values stored in a particular field.
Create the Tab
With the form created, link the form to a tab as follows:
The custom tab will now appear on records.