Custom Tabs

This article gives an overview of custom tabs, which allow you to break up and organise your data, making it easier to navigate.

  Restore Visibility

   Estimated Read Time: 7 minutes

    Estimated Configuration Time: 5 - 30 Minutes

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Sections in this article:

• What Are Custom Tabs?
• Create a Custom Tab
• Populate Custom Tabs
  • Add Custom Groups
  • Add Custom Fields
  • Move Existing Data Groups
• Edit Custom Tabs
  • Edit Custom Tab Details
  • Amend Order of Custom Tabs
• Delete Custom Tabs
• Using Custom Tabs
• FAQs

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What Are Custom Tabs?

Custom tabs allow you to move Custom Data Groups away from the standard Data tab on your Vendor and Contract records into dedicated tabs. This allows you to:

• Group related sets of data into a single view, making them easier to browse by their intended viewers.
• Remove these data groups from the standard Data tab, making them easier to navigate.

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

See the video below or continue reading the article to learn more:

 

Create a Custom Tab

1. From the navigation menu, expand the Settings option, then click Configuration.
2. Click Custom Data.
3. Click Add, then select Custom Tab.
4. Enter a Title and select whether your tab should be added to Contract or Vendor records.
5. Select the appropriate radio button to configure whether the custom data tab will be available on all record types, or only specific types.
6. Select the appropriate radio button to configure whether the tab will have a simple or sidebar layout.
   
7. Complete the optional fields as needed:
   1. Add a description and select whether to display this to users.
   2. Select the appropriate checkboxes to configure where the group will be editable.
8. Click Save.

Populate Custom Tabs

Add Custom Groups

Once you have created a custom tab, you can add custom data groups to it.

To add a custom group to the tab:

1. Click Add Custom Group.
2. Enter a title. 
3. Complete the optional fields as needed:
   1. Add a description and select whether to display this to users.
   2. Select Collapsed by default if you want the group to be minimised when users open a record. Note that users can still expand this section of data if required.
4. Once finished, click Save.

Add Custom Fields

Within the custom data group, you can now add custom fields:

1. Open the Custom Group and click Add New Custom Field.
2. Enter a unique label for the field.
3. Select the field type. 
4. Complete the optional fields as needed:
   1. If available, select the Depends Upon and Selected Value. This allows you to make the field only visible based on a specific selection from a separate Dropdown List or Yes/No field.
   2. Add a description and select whether to display this to users.
   3. Enter additional text that will be displayed in a (i) tooltip next to the field
   4. Enter a URL and link text will be displayed in a (i) tooltip next to the field
5. Once finished, click Save. 

Move Existing Data Groups

You can move any existing data groups into a custom tab:

1. Navigate to the Data Group you wish to move to this tab.
2. Expand the 3 dots, then select Move.
3. Select the name of your Custom Tab then click Save.

Edit Custom Tabs

Edit Custom Tab Details

1. From the navigation menu, expand the Settings option, then click Configuration.
2. Click Custom Data, then click Custom Tabs.
3. Expand the 3 dots on the relevant group, then select Edit.
4. Update the title, description, or type as required.
5. Once finished, click Save.

Amend Order of Custom Tabs

To amend the order that custom data tabs appear within a vendor or contract record:

1. From the navigation menu, expand the Settings option, then click Configuration.
2. Click Custom Data, then click Custom Tabs.
3. Click the Up or Down  arrows to change the order.

Delete Custom Tabs

1. From the navigation menu, expand the Settings option, then click Configuration.
2. Click Custom Data, then click Custom Tabs.
3. Expand the 3 dots on the relevant group, then select Delete.
4. Click OK to confirm.

Using Custom Tabs

Custom Tabs will appear after the core data tabs when editing a record:

You can also update fields within custom data tabs via:

• Bulk Import: See Contract Data Bulk Import and Vendor Data Bulk Import for further details.
• API: See Configuring the Gatekeeper API for more guidance.
• Workflow Form & Actions: See 📖 Setting up a Workflow Form for more guidance.

FAQs 💬

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)

The tabs have dedicated URLs, allowing users to bookmark or share links to specific metadata sections.

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.