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On this page
  • Enable Tabs
  • Add a Conditional Visibility Filter on Tabs
  1. Customize Layouts
  2. Detail Layout

Tabs

PreviousLayout optionsNextFeed Tab

Last updated 12 months ago

You can split your information across multiple tabs in the same Detail layout. This can be useful when you need to show different sections related to the same record.

Enable Tabs

  1. ClickEdit Layout on a Detail layout

  2. Click Tabs

  3. Click + Add

Toggle on and off tabs. Edit the name of the tab by clicking the pencil icon.

Select Advanced Options to choose how many tabs can be shown on the page.

When you've created the tab, select the widgets and fields you want to show on this particular tab.

Here we have added three tabs. The first one shows the details for each volunteer, the second shows the tasks that are associated with their events and the third is our Feed Tab.

Add a Conditional Visibility Filter on Tabs

You can apply filters to tabs to only show them to specific users.

Here we have set a conditional visibility filter on our Details tab. We only show that particular tab if a user has the correct role. This is a way to limit the information you want to show for each Detail layout on a table, without the user having to click out of this view.