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Adding tabs to the portal

 

 

Prerequisite

  • Access to the Portals > Create menu.
  • Permission to edit the portal.

 

Introduction

Portals can have several tabs with varied sets of elements and configurations.

This allows users to perform different trackings through the same portal.

See below how to add new tabs to a portal.

 

Adding tabs

See how to add tabs to a portal:

1. Access the Portals > See all menu.

2. On the screen that will be displayed, click on the card of the desired panel.

3. Click on the Edit portal option.

4. On the upper part of the screen, click on to add a new tab from a panel.

Repeat this procedure to add other tabs to the portal.

  • We recommend opening up to 20 tabs in a single portal.
  • Surpassing that number can negatively impact user experience, decreasing system performance.
 

 

Renaming a tab

1. Access the Portals > See all menu.

2. On the screen that will be displayed, click on the card of the desired panel.

3. Click on the Edit panel option.

4. On the tab whose name you wish to edit, click on and select the Rename option.

5. Enter the name of the tab and click on Apply.

6. Click on Close editing to save the changes.

 

Deleting a tab

1. Access the Portals > See all menu.

2. On the screen that will be displayed, click on the card of the desired panel.

3. Click on the Edit panel option.

4. On the desired tab, click on and select the Delete option.

5. Confirm the operation by clicking on OK.

6. At this point, the tab will be deleted from the portal.

7. Click on Close editing to save the changes.

 

Conclusion

After adding new tabs, you must configure the elements that must be displayed on each tab of the panel. See more details in the Adding widgets to the portal article.


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