Overview<\/h3>\n\nTabs<\/i> are a method of visually organizing fields on Forms\/Screens. In TopTeam<\/i>, you can customize a Record Type Form<\/i> by adding custom tabs. Such tabs can be used to place new custom fields or to move existing fields from other tabs.<\/p>\n
This article describes the steps for adding a custom tab to a Form\/Screen in TopTeam Desktop App<\/i>.<\/p>\n<\/div><\/div>\n\nWho should read this?<\/h3>\n\n\n- Top Team Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Prerequisites<\/h3>\n\n\n- You must log in with a User Account that has System Administrator<\/strong> <\/i>permissions.<\/li>\n<\/ul>\n<\/div><\/div>\n\n
Step 1. Open the Form Designer for TopTeam Desktop App<\/h3>\n\nThere are two methods for opening the Form Designer:<\/strong><\/p>\n\n- Directly from the Form which you want to redesign.<\/li>\n
- From the Administration area.<\/li>\n<\/ol>\n<\/div><\/div>\n\n
Method 1. Open the Form Designer from a Form\/Screen<\/h3>\n\n![\"wpid28786-media_1316050611183.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n\nSKIP:<\/strong> If you use this method, skip to the step 7. “Click<\/strong> Customize Tab Visibility and Position”<\/strong>, otherwise continue to the step below.<\/p>\n<\/div><\/div>\n\nMethod 2. Open Form Designer from the Administration screen<\/h3>\n<\/p><\/div>\n\nStep 1. Open the Administration screen<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 2. Click Configure System Record Types<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 3. Click Customize Record Type Fields<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 4. Select a Record Type in the Record Type Fields editor<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 5. Open the Form Designer<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 6. Form Layout Designer opens for the selected Record Type<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 7. Click Customize Tab Visibility and Position<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
\nStep 8. Customize Tab Visibility editor opens<\/h3>\n\n\n<\/div>\n\n <\/p>\n<\/div><\/div>\n
Tabs<\/i> are a method of visually organizing fields on Forms\/Screens. In TopTeam<\/i>, you can customize a Record Type Form<\/i> by adding custom tabs. Such tabs can be used to place new custom fields or to move existing fields from other tabs.<\/p>\n
This article describes the steps for adding a custom tab to a Form\/Screen in TopTeam Desktop App<\/i>.<\/p>\n<\/div><\/div>\n There are two methods for opening the Form Designer:<\/strong><\/p>\n SKIP:<\/strong> If you use this method, skip to the step 7. “Click<\/strong> Customize Tab Visibility and Position”<\/strong>, otherwise continue to the step below.<\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\n <\/p>\n<\/div><\/div>\nWho should read this?<\/h3>\n
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Prerequisites<\/h3>\n
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Step 1. Open the Form Designer for TopTeam Desktop App<\/h3>\n
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Method 1. Open the Form Designer from a Form\/Screen<\/h3>\n
\n<\/div>\n
Method 2. Open Form Designer from the Administration screen<\/h3>\n<\/p><\/div>\n
Step 1. Open the Administration screen<\/h3>\n
\n<\/div>\n
Step 2. Click Configure System Record Types<\/h3>\n
\n<\/div>\n
Step 3. Click Customize Record Type Fields<\/h3>\n
\n<\/div>\n
Step 4. Select a Record Type in the Record Type Fields editor<\/h3>\n
\n<\/div>\n
Step 5. Open the Form Designer<\/h3>\n
\n<\/div>\n
Step 6. Form Layout Designer opens for the selected Record Type<\/h3>\n
\n<\/div>\n
Step 7. Click Customize Tab Visibility and Position<\/h3>\n
\n<\/div>\n
Step 8. Customize Tab Visibility editor opens<\/h3>\n
\n<\/div>\n