A tab is the main method of navigation and grouping content within Object View. Each tab contains a Workshop module and has customization options for conditional visibility, filtering settings, and layout settings.
There are two types of tabs available to add to your object view: Managed Workshop, and Standalone Workshop modules.
Some tabs were built with the Legacy builder, which allowed you to create simple tabs with limited flexibility for layouts, widgets, and data options. New tabs using this builder can no longer be added, but existing tabs are still supported.
You can add a tab from two places within the editor: the Tabs section of the Object View editor sidebar, or the Add tab button in the tab list on the object view preview itself. Either option will allow you to select the tab type of your choice.
You can delete a tab from the list of tabs within the Object View editor sidebar. You can also click into the tab in the editor sidebar, navigate to Advanced , and click Delete tab.
Move a tab using the Object View editor sidebar list of tabs. Click the up or down arrows to rearrange their order in the object view preview.
A tab can be conditionally shown to viewing users in several ways. One method is through the use of custom object views and profiles. You can also configure a tab to be conditionally visible based on two other factors:
Here is an example of how these conditions may appear:
Other general tab settings that you may configure include:
Here is an example of configured tab settings: