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 Tabs > Center 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