Custom Tabs

Discover how to break up & organise your data making it clearer and easier to navigate for you and your users

 

  Restore Visibility

   Estimated Read Time: 4 minutes

    Estimated Configuration Time: 5 - 30 Minutes

 

---

 

Sections in this Article

Pre-requisite reading/knowledge

Feature Overview

Configuration

Adding A Custom Tab

Populating Custom Tabs

Moving Data to a Custom Tab

Editing Custom Tabs

Deleting Custom Tabs

Using Custom Tabs

FAQ

 

 

---

 

 

 

Feature Overview

 

Pictured above: A Vendor with 2 new custom tabs to split out the InfoSec & ESG data

 

Custom tabs allow you to move Custom Data Groups away from the standard "Data" tab on your Vendor & Contract records

The benefits this can grant are 2-fold:

a) Grouping related sets of data into a single view, making them easier to browse by their intended viewers

b) Removing these data groups from the standard Data tab and make them easier to navigate

This can be especially useful if you have data sections only used for specific assessments/by specific teams - such as InfoSec, ESG, Financial information

 

 

---

 

Configuration

 

Creating a new Custom Tab

Step 1) Head to Settings > Configuration > Custom Data

Step 2) Hit Add > Custom Tab

Step 3) Give your tab a Title

Step 4) Select whether your tab should be added to Contract or Vendor records

You can optionally specify a subset of Contracts/Vendors by selecting 🔘 Apply to specific Types

Step 5) Hit ✅ Save

Populating a new Custom Tab

 

Open your new custom tab as below:

 

Here you should add in the Custom Group/s:

Step 1) Hit ➕Add Custom Group

Step 2) Set the group Title (& any other values like the description/collapsed options)

Step 3) Hit ✅ Save

 

Within this Group, you can now add Custom Fields:

Step 1) Hit ➕Add New Custom Field

Step 2) Populate the field Label & Type 

Step 3) Hit ✅ Save

 

Moving existing Data between tabs

Step 1) Once you have created a custom tab, navigate to the Data Group you wish to move to this tab

Step 2) Hover over the edit menu

Step 3) Hit Move

Step 4) Select the name of your Custom Tab from the "Move To" list & ✅ Save

 

 

Editing Custom Tabs

Edit Option 1: Amend "Title" or "Types"

Step 1) Head to Settings > Configuration > Custom Data > Custom Tabs

Step 2) Alongside your custom tab, hover over the menu & hit Edit

Step 3) Make your Amendments to the tab then hit ✅ Save

 

Edit Option 2: Amend Order

Step 1) Head to Settings > Configuration > Custom Data > Custom Tabs

Step 2) Hit the Up or Down  arrows to change the order in which your tabs will appear in your Vendor/Contract records

 

 

Deleting Custom Tabs

Step 1) Head to Settings > Configuration > Custom Data > Custom Tabs

Step 2) Alongside your custom tab, hover over the menu & hit Delete

 

---

 

 

Populating Data in Custom Tabs ➡️

 

Repository

If a Custom Tab is marked as editable in the repository, you will be able to edit it via records in a separate tab like below:

 

 

Once configured, populating & editing fields in Custom Tabs works exactly the same for all of the below areas:

Repository - Bulk Import

See below articles for more guidance

📖 Contract Data Bulk Import

📖 Vendor Data Bulk Import

API

See 📖 Configuring the Gatekeeper API for more guidance

Workflow Form & Actions

See 📖 Setting up a Workflow Form for more guidance

 

 

---

 

 

FAQ 💬

 

Q: Will moving a custom group to a new Custom Tab affect workflow/bulk import names/path?

A: For Workflow Forms, no. Setting these up will be the same, with or without Custom Tabs

For Bulk Imports, yes. The name of the column in CSV files will need to be formatted as follows:

[Custom Tab Name] / [Custom Group Name] / [Field Name]

 

Q: Can these tabs be the default landing page for Vendors?

A: No, currently the Data tab will be the default landing page when opening a Vendor record

(Or - if you assess Vendor Performance in the Scorecards module - a scorecard performance dashboard will be the base Vendor tab)

However, the tabs do contain dedicated URLs, therefore if your users wish to bookmark/share link to dedicated metadata sections, they can do so by taking the specific link to vendor tabs

 

 

Q: What if I move a group into a tab with different Editable Locations/Specific Types settings?

A: Groups will lose their settings and fall in line with the setting of the Custom Tab