Add a Tab to a Hub

You can add user-defined tabs to a standard or user-defined hub.

To add a tab to a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or go to the Settings section and select Accounting > Chart of Accounts to customize Chart of Accounts. On the form, select Design from the Other Actions drop-down menu.
    • Go to the Settings section and select Screen Designer. In the drop-down list in the title bar of the Screen Designer form, select the application that you want to customize.
  2. In Actions section of the actions and properties pane on the Screen Designer form, click Add Tab. The tab is added to the hub on the Screen Designer form as the last (right-most) tab in the hub.
  3. To change the order of the new tab, drag and drop the tab to the desired location among all the tabs across the top of the Screen Designer form.
  4. In the Tab Properties section of the actions and properties pane, enter the name for the tab in the Caption field. Be sure that you have the new tab is selected, so its properties display in the Tab Properties section.
  5. If you want to hide the tab and all of its contents from certain users based on the security role of users, select one or more roles or [All Roles] in the Hidden field.
  6. Click Save at the top of the actions and properties pane.

You can now add fields, grids, and so on to the new tab by clicking an action item in the actions and properties pane on the right side of the Screen Designer form.