Detail: Tabs

Who can use this feature?

👤  Available on all plans.

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. For example, an employee profile might have public and private information.

 

Enable Tabs

  1. Click   Edit Layout on a Detail layout
  2. Click Tabs
  3. Click + Add
  4. To edit the name of the tab click the pencil icon

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When you've created the tab, add in the information you would like to show in that particular tab. You cannot delete Tabs, but you can toggle them off.

 

In our Applicants app, we have added in three tabs. The first one shows the details for each job, the second shows the applicants that have applied for that role and the third is our activity/comments tab.

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Add Filter on Tabs

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

 

In our Applicant app, we have set a 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.

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