Only subscribers on any paid Plus plan can access this feature

The Custom Tabs feature in oboloo allows you to create additional sections within the Supplier, Contract, and Savings records Management modules.

Custom Tabs group and display related custom fields under clearly named headings, improving the layout and navigation of record pages.

For example, you might create a tab called “Insurance Information” in Supplier Management or “IT Compliance” in Contract Management to group related custom fields together.

All Custom Tabs appear before the Custom Notifications tab in record views. They can be created and managed in Settings > Custom Fields & Tabs.

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When to Use This Feature

Use Custom Tabs when:

✅You want to group related custom fields into clear sections.

✅You need to improve record navigation by separating different data types (e.g., compliance, risk).

✅You want to customise record layouts across Supplier, Contract, and Savings Management modules.

✅You want to ensure relevant information is structured for easy access.

✅You need to track changes to custom layouts in the audit trail.

Step-by-Step Guide – Creating and Managing Custom Tabs

1. Access Custom Fields & Tabs

  • Go to Settings > Custom Fields & Tabs.

  • Select the Custom Tabs tab to view existing tabs.

2. Create a Custom Tab

  • Click Create New Custom Tab.

  • Complete the fields:

    • Tab Name – Enter a clear title (e.g., Insurance Info).

    • Subheading - Enter a description of the custom tab

    • Tab Related To – Choose Supplier, Contract, or Savings.

    • Set the tab as Enabled or Deactivated.

  • Click Save to confirm.

💡 Note: You will not see the new tab within records of the selected record type until custom fields have been assigned to that tab (see below).

3. Assign Fields to a Custom Tab

  • When creating a new Custom Field (within the Custom Fields tab), open the Area of Placement dropdown.

  • Choose a default area (e.g., Summary, Documents tab) or an active Custom Tab.

  • Once create and assigned to the custom tab, the new custom field will appear in that tab.

4. Edit an Existing Custom Tab

  • In the Custom Tabs table, select Edit from the Actions menu.

  • Update the tab name if required.

  • Toggle the Status to activate or deactivate.

💡 Note: Only the name can be edited after creation. Deactivated tabs are hidden from records but retain field values if re-enabled.

5. Record View Behaviour

  • Each tab shows only its assigned fields.

  • Tabs are hidden automatically if they contain no enabled fields.

  • Tabs always appear before the Owners tab in records.

6. Change Log Tracking

  • All tab edits are recorded in the Change Log, including user, date, and time.

Key Considerations & Best Practices

✅ Keep it Organised – Group fields logically into tabs.
✅ Avoid Clutter – Don’t create unnecessary tabs that complicate navigation.
✅ Use Deactivation – Temporarily remove tabs instead of deleting them.
✅ Rely on Audit Trails – Use the Change Log for compliance and visibility.
✅ Control Access – Only users with Custom Fields & Tabs permission can manage tabs.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.