new
All Plans
Data & Field Management
Record Page: Tabs
We’re excited to introduce our new Tabs feature for record pages. This enhancement promises a cleaner, more organized way to manage records that have an extensive amount of fields and complex workflows. Now, you’ll no longer have to scroll through an endless page—a tabbed layout lets you group related fields together, making record management much more efficient.
Key Highlights
- Tab Row Activation: Easily enable or disable a row of tabs that appears right below the record heading on all records.
- Three Tab Formats: Enjoy two types of tabs—Standard (following our usual text and underline design), Process (highlighting your workflow order of operations), and Journey (a chevron-style design that emphasizes workflow progress).
- Simple Management: Quickly add, rename, reorder, or delete tabs from the new Tabs menu in Page Settings.
- Flexible Content Movement: Move fields or sections between tabs using drag and drop or through menu options, ensuring your record layout remains logical.
- Enhanced Field Validation: When required fields aren’t filled, a clear message displays the affected tabs with a counter, guiding you directly to the missing information.
How It Works
- To get started, admins simply toggle the Tabs feature in the Page Settings. Once enabled, a default tab (labeled “Tab”) appears at the top of the record.
- You can then add new tabs (with unique names), adjust their order, or even delete a tab. Content within a tab is easily moved to another if needed, keeping your record organized.
- When a field or section is moved, it automatically becomes part of both the dedicated tab layout and the overall page layout for compatibility.
- If required fields are left empty, the system will highlight the corresponding tabs and guide users to the first unfilled field—helping ensure data completeness.
- This feature is designed for record users managing detailed pages and is currently available to Solution Managers.