Skip to content
English
  • There are no suggestions because the search field is empty.

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. 

New tab 1
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. 

New tab 2
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. 

new tab 3
10. Select Site object in the Record Link Field drop-down. 
11. Save & Close 

new tab 4

Add the selection to the object card 

1. Go to System settings / Card definitions and choose "Selection on card" 
2. Click Add  

New tab 5
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. 

new tab 6

Open an object and check out your new tab. 

new tab 7