How do I add a new tab on cards?
To make key information easy available, you can attach a selection directly to a card as a new tab.
In this example, we’ll build a selection that displays reported jobs hours in a new tab on an object card.
Create a selection based on reported times
1. Open System settings
2. Go to Selections
3. Click Add
4. Select Job / Reported times.
5. Name the selection Reported times.
6. Enter the description: “To use on a tab on the object card.”
7. Go to the tab Output columns, add and remove columns.
8. Go to the Conditions tab and enter the condition:
- Time report date / In dynamic date interval / Last 365 days
9. Go to the Advanced tab.
10. Select Site object in the Record Link Field drop-down.
11. Save & Close
Add the selection to the object card
1. Go to System settings / Card definitions and choose "Selection on card"
2. Click Add
3. Enter a caption, icon, and the following description: “Reported time on this object the last 365 days”.
4. Add the selection you created above.
5. Under Cards / SiteObject, check the box for MaintMaster Demo – Site Objects (job tab modified).
6. Click Save & Close and Close System settings.
Open an object and check out your new tab.