Add a tab menu to a template menu

You can create tabs for detail portlets. Before you add a tab menu to a portlet, decide whether you want to enable the tab menu for the whole agency, specific modules, or individual user groups. Then follow the instructions in Create a template menu to create a template menu in the agency, specific module, or individual user group.

To add tab menu to a template menu

1. From the Administration menu, select Agency profile > Menu navigation.

2. Navigate to the template menu with which you plan to create the tab menu. The template menu can reside in the agency, module, or user group folder, depending on the scope in which you want the tab menu to take effect.

3. Right-click the template menu folder, and then select Add tab.

   

4. Complete the following fields.

   Field	Action
   Description	Enter a description for the tab menu.
   Tab Name	This read-only field displays “Tab,” the default name reserved for tabs.
   Template Name	This read-only field displays the template name.

5. Select Submit.

   Civic Platform confirms you successfully created the tab menu.

6. Select the Tab items tab.

   

7. Do the following to select tab items for the tab menu:

   1. From the Built-in tab items list, select and highlight the tab item you want to add and select the right Single Arrow button to move the tab item to the Selected list. To remove all the Built-in Tab Items, select the right Double arrow button .

      

      • Although available as built-in tab items, the following items only work as menu items and cannot display in the detail tabs: Copy, Clone and Assign, including Assign inspection and Assign task.

      • Selecting the App specific info tab item will display all of your Custom fields screens in the detail tabs.

      • When the Selected list is empty, all built-in tab items display in the detail tabs.

   2. If you want to remove a tab item from the Selected list, select the item and select the left single arrow button. If you want to clear the Selected list, select the left double arrow button.

   3. Use the up/down arrows to select the order the menu items are to display. These buttons only effect the order the Selected menu items display.

8. Select Submit.