Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Set up page tabs

By default, each new page contains [Attachments and notes] and [Feed] tabs. You can add new tabs, edit the existing ones, as well as manage the order in which they are displayed on the page (Fig. 1).

Fig. 1 Page tab setup area

scr_section_wizard_tabs_setup_area.png 

  • To add a new tab on the page, click btn_com_add_tab.png in the right part of the tab setup area. In the opened window, enter a caption for the new tab and click [Save]. As a result, a new empty tab will be added. On a tab, you can add field groups, fields, and details. More information about the listed page elements is available in the “Set up page field groups,” “Set up page fields,” and “Add an existing detail on a record page” articles.

  • To rename the currently open tab, click btn_chapter_content_designer_htlm_element_edit.png.

  • To modify the tab content, add a field group and drag the required fields from the [New column] and [Existing columns] areas. You can add details on the tab in a similar way.

  • To change the tab position, hover the cursor over the tab title, click and drag it to the required place.

  • To delete a tab, select it and click btn_delete_record_on_dtl00004.png in the right part of the tab setup area.

If you delete one of the default tabs (such as [Attachments and notes] or [Feed]) in your section and save the changes in the Section Wizard, you will only be able to restore it using the developer means.

If the changes in the section wizard have not been saved yet, you can restore the deleted tab using one of the following methods:

a.Exit the Section Wizard by closing the window and open it again. You will see the accidentally deleted tab reappear in the tab setup area. Other unsaved changes will also be canceled.

b.Refresh the page by pressing F5 as soon as you delete the tab (Fig. 2).

Fig. 2 Restoring the deleted default tab in the Section Wizard

chapter_section_wizard_restore_tab.gif 

Attention

Restoring a deleted tab by undoing changes in the Section Wizard or pressing F5 will also undo any unsaved changes.

See Also

Set up page fields

Set up page field groups

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