Custom tabs add your own tabs to supplier, contract and savings records, so you can group related custom fields under one heading, such as Insurance Information or IT Compliance. You create them in Settings > Custom Fields & Tabs.
Before you start
Create a custom tab
Open Settings > Custom Fields & Tabs and click the Custom Tabs tab
Existing custom tabs are listed with their module and status.
Click Create New Custom Tab
Create Custom Tab opens.
Enter the Tab Name and Subheading
Tab Name is required (up to 100 characters). Subheading is optional (up to 250 characters) and describes the tab.
Choose the module in Field Related To
Choose Supplier Management, Contract Management or Savings Management. This can't be changed later.
Tick Enable this custom tab for use and click Save Change
The tab is added to the Custom Tabs table. Leave the box unticked to save it disabled.
Add fields to the tab
Create or edit a custom field
On the Custom Fields tab, create a field for the same module. See Create and Manage Custom Fields.
Choose your tab in Area Of Placement
Your enabled custom tabs are listed alongside the standard areas. The tab only appears on records once it has at least one enabled field.
Edit or disable a custom tab
Click Edit on the tab's row
Open the three-dot menu on the Custom Tabs table and click Edit. Edit Custom Tab opens.
Change the name or subheading, or untick the box to disable it
Untick Enable this custom tab for use to hide the tab on all records. Its values are kept and come back if you enable it again. Open View records using this field to see where it's used.
Click Save Change
Custom tabs can't be deleted, only disabled.
What happens next
On records: the tab appears before the Custom Notifications tab and shows only its own fields.
Filling in the fields: on the record, click Edit on the tab's card to open Edit Custom Fields. This is locked on demo records and on records restricted to their owners if you aren't an owner.
Tables and exports: fields on custom tabs can't be added as table columns and aren't included in CSV exports. Place a field in the record's summary if you need it there.
Troubleshooting
My new tab doesn't appear on records
Check the tab is enabled and has at least one enabled custom field placed on it.
An upgrade window opened when I clicked Save Change
Custom tabs need any Plus plan. Ask your administrator about upgrading.
I can't change which module a tab belongs to
Only the name and subheading can be edited. Create a new tab for the other module and disable the old one.
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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.