Managing Roles › Create a Tab Record

Create a Tab Record

You can create custom tabs to appear on the web interface main page. When you link a tab record to a role record, it becomes available to users assigned to that role.

To create a tab

1. Select Security and Role Management, Role Management, Tabs on the Administration tab.

   The Tab List page appears.

2. Click Create New.

   The Create New Tab page appears.

3. Complete the following fields:
   • Tab Name

     Specifies the name that identifies the tab within the administrative interface. For example, the tab name appears on the Tab List page.

   • Code

     Specifies the code that identifies this tab to the system.

     Note: After the code is defined, it cannot be changed.

   • Record Status

     Indicates whether the tab is active or inactive.

   • Display Name

     Specifies the name that appears on the tab graphical presentation in the user interface.

   • Starting Page

     Specifies the initial web form that appears in the main window when a user selects this tab.

     Important! The starting page and menu bar must belong to the same form group. Defining a tab with a starting page and menu bar that belong to different form groups causes an error when users access the tab.

   • Menu Bar

     Specifies the menu bar that appears in the main window when a user selects this tab.

   Click Save.

   The tab is created.