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5.17 Creating Custom Field Tabs

5.17 Creating Custom Field Tabs

This lesson will show you how to create your own top level tabs for your custom fields. This allows you to arrange your custom fields in an intuitive way, grouping related fields under the appropriate tab.

 

 

To create a new top level tab, select the "Case Type" option on the settings menu then use the dropdown opposite the case type you wish to add a tab to. On the Dropdown menu, select "Edit Case Type Tabs" to begin creating your new tab.

 

 

On the "Case Type Tabs" page you can generate a new tab by clicking "Add New Tab". Once a tab has been generated, clicking the newly generated "New Tab" icon will allow you to name the tab in order to use it to arrange your fields.

 

 

You can now enter an appropriate title for the tab under which your custom fields will be listed. Once you have finished, click "Save" to create the new tab, "Close" to close the window without saving the new title or "Delete" to delete the new tab entirely.

 

 

Once you have created a new tab you can use the arrow icons beside your custom fields to move them under the tab of your choice.

 

 

Your chosen custom fields will now be listed under the new tab on the case page.

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