Custom Sections/Tabs

You can create custom sections/tabs to add to pages and windows. This allows you to create your own groupings for fields. To create a custom section/tab:

1. Click the Edit Layout link where you need to add the custom section/tab. The Edit Layout window opens.
2. Verify the theme you want to update displays in the Theme drop-down at the top of the screen.  The Theme assigned to the user editing the screen layout displays by default. To edit a different theme, select the theme from the drop-down. This does not change the theme for the user so once the layout is saved, the screen still displays based on the user's theme.
3. Click the Manage Custom Sections button in the Available Sections panel of the screen. The Custom Sections page opens. 
4. Click the Add button. The Add Custom Section window opens.
5. Enter the necessary information:
   • Label - Name of the section/tab.
   • Subject - Defaults to the subject of the screen you are on. You cannot change this when adding a section/tab directly to a screen.
   • Access Type - Select who can see the section/tab:
     • Only One User - Only the user selected in the User drop-down can see the section/tab.
     • Everyone - All users can see the section/tab. 
     • Users and Roles - Only users and users assigned to the role(s) selected in the Roles drop-down can see the section/tab.
6. Click OK. You return to the Custom Sections page.
7. Close the Custom Sections page using the X in the upper right corner of the screen. You return to the Edit Layout window.
8. Using the six (6) dots to the left of the section/tab label, select the section/tab created in step 5 from the Available Sections panel. 
9. Drag the section/tab to the Layout Sections panel using the mouse.
10. Place the section/tab in the desired location.
11. Release the mouse button to drop it into the correct location. The section/tab shows with a green bar on the left to indicate it is added to the screen.
12. To move fields into the section/tab:
    • Using the six (6) dots to the left of the field label, select the field from the Available Fields panel. You may need to click the Load All button to view all the available fields. You can use the search field at the top of the screen to locate a field. Fields matching the search value are highlighted in yellow. You can also use the Group drop-down to show a particular group of fields.
    • Drag the field to the Layout Sections panel using the mouse.
    • Place the field in the desired location in the section/tab.
    • Release the mouse button to drop it into the correct location. The field shows with a green bar on the left to indicate it is added to the screen.
13. Repeat step 12 to add all fields to the section/tab.
14. Click OK.