AgileApps Support Wiki Pre Release

Difference between revisions of "Application Tabs"

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'''Settings > Personal Setup > Workspace Preference'''
'''{Login Name} > My Settings > Application Tabs'''
<br>-or-<br>
'''Workspace > All Items > [Personalize Workspace Settings]'''


Every application in the platform includes a set of tabs, which represent [[Objects|objects]] and other artifacts of the platform. You can choose to make some of those tabs visible by default, whenever you launch an application.
On this page, select the tabs you want to view in your application window, and the order in which you want them to be displayed. If you are unable to see tabs for which you have permissions assigned by the application designer, verify if '''Manage Personal Setup''' is set to '''Yes''' under '''[[File:GearIcon.png]] > Administration > Access Management > Access Profiles > User and Ownership Controls.'''


To change the list of tabs that are visible by default:
{{Note|You will see only those objects for which you have permissions. The tabs to be made available for a particular role are set by the application designer in '''[[File:GearIcon.png]] > Customization > Preferences > Tab Preferences'''.}}
#Select an Application
#Select items in the '''Hidden''' or '''Visible''' column
{{:Select Multiple Values in a Picklist}}
 
Then:
# Click the arrow buttons between the boxes to move your selections from one column to the other.
# Use the up- and down- [[Arrow Button]]s to change the order in which visible tabs are displayed
#Click '''[Save]'''
 
{{Note|You can also determine which objects appear in a user's workspace, and the order in which they appear. ''Learn more:'' [[My_Applications_/_App_Center#Workspace Display Order|Workspace Display Order]].}}
<noinclude>
 
[[Category:Glossary]]
[[Category:Personal Setup| 50]]
</noinclude>

Latest revision as of 12:56, 13 March 2018

{Login Name} > My Settings > Application Tabs

On this page, select the tabs you want to view in your application window, and the order in which you want them to be displayed. If you are unable to see tabs for which you have permissions assigned by the application designer, verify if Manage Personal Setup is set to Yes under GearIcon.png > Administration > Access Management > Access Profiles > User and Ownership Controls.

Notepad.png

Note: You will see only those objects for which you have permissions. The tabs to be made available for a particular role are set by the application designer in GearIcon.png > Customization > Preferences > Tab Preferences.