Custom tabs

Use custom tabs to adapt forms to your way of working. You can add custom tabs to entry forms and configure the layout of those tabs yourself. To make a custom form layout, do one or more of the following:

You can change the order of all tabs, and you can hide tabs to show only the data you are interested in. You can also place a tab outside the form to allow you to view data from multiple tabs and change the data where necessary.

Filling a custom tab

You can fill your own custom tab with fields that are available on other tabs of the form, and with custom fields. To fill the custom tab, enable the Edit mode by right-clicking and choosing 'New' or 'Change'. The work area of the custom tab is now shown. On the right-hand side of the form you will see the Field chooser subtab, containing all standard fields of the form, as well as custom fields. The Field chooser only shows fields to which you have the appropriate rights, and it does not contain any fields from the List, Texts or Gantt chart tab. The standard fields are grouped by tab, and then by group box, showing the tabs and group boxes the different Description fields belong to. The custom fields are arranged alphabetically.

More information about the structure and naming process in the Field chooser

To learn how to fill a custom tab, refer to the information below.

Filling a custom tab from the Field chooser subtab

Adding empty group boxes

Adding or changing descriptions

Changing the tabbing order of fields

Positioning fields

Adding a field to a group box

Changing the properties of form components

Aligning form components by using icons

Tab options

There are numerous options for managing and using regular tabs and custom tabs. Most options are available by right-clicking the title of a tab.

Right-click options for custom tabs:

New: Creating a custom tab

Change: Changing a custom tab

Change title: Changing the title of a custom tab

Delete: Deleting a custom tab

Manage: Managing custom tabs

Right-click options for all tabs:

Move to right, Move to left: Moving a tab

Hide, Unhide: Hiding and unhiding a tab

Dragging a tab outside a form:

Placing a tab outside a form

Other

Forms that do not allow custom tabs