Sunday, June 16, 2019

Create a Custom Center Tab for a Custom Record

To create a separate Center Tab where a link for a Custom Record Entry Form is available, follow the steps below:

A. Create a Custom Center Tab and a Custom Category
1. Navigate to Customization > Centers and Tabs > Center Tabs > New
2. Enter a Label, then click Save
3. Select the Center where the tab will be visible/available
4. Click Content subtab > Categories sublist
5. Enter the Labels for the Categories, then click Save

B. Copy the URL of the Custom Record form
1. Navigate to Customization > Lists, Records, & Fields > Record Types
2. Open the Custom Record Type
3. Under the Forms subtab, click the name of the preferred form
4. Copy the URL

C. Create a Custom Center link
1. Navigate to Customization > Centers and Tabs > Center Links
2. Enter a Label for the Center Link and paste the copied URL in the URL field, then click Save

D. Link the Custom Center Link to the Custom Category
1. Customization Centers and TabsCenter Tabs
2. View the Center Tab created on Step A
3. Under the Content subtab > Categories sublist > Click the Edit link for a Category
4. On the sublist > Link column, select the name of the Center Link created on Step C. Enter a Label on the Label field if preferred.
5. Click Save.

Related Articles:
Creating Center Tabs
Creating Center Categories
Creating Center Links

No comments:

Post a Comment