How to: Customize FastTabs

Article
10/18/2021

FastTabs help organize information into simple, manageable groups. You can customize FastTabs on pages so that they support your workflow. For example, you may want to show fewer FastTabs or hide specific fields on FastTabs. You can also promote the most important fields to be included in the FastTab headers when the FastTabs are collapsed.

You can peform the following tasks to customize FastTabs on pages:

Add or remove FastTabs.
Add or remove fields from FastTabs.
Show fields on collapsed FastTab headers.
Hide fields on FastTabs.

To customize a FastTab

On a page with FastTabs, on the Application menu , select Customize, and then choose Customize This Page.
In the Customize <Page Name> dialog box, choose FastTabs.

To add a FastTab to a page

In the Available FastTabs box, choose the Add button.

To remove a FastTab from a page

In the Show FastTabs in this order box, select the FastTab that you want to remove, and then choose the Remove button.

To add a field to a FastTab

In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose CustomizeFastTab.
In the Fields shown field, select the field that you want to add, and then choose the Add button.

To remove a field from a FastTab

In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.
In the Fields shown box, select the field that you want to remove, and then choose the Remove button.

To show a field in a collapsed FastTab header

In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.
In the Fields shown box, select the field that you want to show in the collapsed FastTab header.
In the Importance list, select Promoted, and then choose the OK button.

Note

When you expand a FastTab, promoted fields are only shown in the FastTab and not in the header.

To hide a field on a FastTab

In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.
In the Fields shown box, select the field that you want to hide by default.
In the Importance list, choose Additional, and then choose the OK button.

Note

To view additional fields on a FastTab, expand the FastTab, and then choose Show more fields.

To mark a field as a Quick Entry field

In the Show FastTabs in this order box, select the FastTab that you want to change, and then choose Customize FastTab.
In the Fields shown box, select the field that you want to mark as a Quick Entry field.
Select the Quick Entry check box.

Using the Enter key, the pointer jumps to the next field set to be a Quick Entry field.

To restore default settings

Choose the Restore Defaults button, and then choose the OK button.