How to setup Other Information tabs

To use tabs to organize your Other Information fields into groups:

  1. Login as Admin
  2. Select Project
  3. Go to Field Customization-> Custom Fields-> Custom Tabs
  4. To create a tab enter a tab name and click Add. All your Other Information fields will automatically be added to the first tab you create
  5. To move fields from one tab to another:
    1. Click the tab that contains the fields that you would like to move
    2. Select the field to be moved by clicking on the field name. You can select multiple fields by holding the CTRL key while clicking the field names
    3. Select the tab to which you want to move your fields from the dropdown list and click the "Move" button.
  6. To sort your fields within a tab, select the field(s) to be sorted and click the up or down arrow
  7. You can use the left and right arrows to change the order in which your tabs appear
  8. If you delete a tab, all the fields contained in it will automatically be moved to the first tab
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