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Tab Bar

276 bytes removed, 20:08, 2 September 2020
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==Configuration—Essentials==
A typical external user is unable to edit list views, although they may select between varying list views to change their screen. Only users with the role of [[Global User Administrator|System Administrator]] are able to edit list views. 
 
'''Note:''' A '''Default '''List View should always remain in the system as a generic list of basic details, with no filter assigned to allow free searching. 
 
===Giving Roles Access to the Tab Bar Feature===
To enable Tab Bar Access for users of your system based on their roles, you must be a Global Administrator. Consider which roles in your system should have access to the Tab Bar feature. In most cases, internal users such as staff or reviewers should be given Tab Bar access, while external users, such as applicants, don’t typically need to access this feature. 
===Giving Roles Access to '''Enabling/Disabling the Tab Bar Feature'''===
If your role has been given access to use the Tab Bar Feature you can toggle this feature on or off. Utilizing Tab Bar functionality is beneficial if you wish to easily compare two separate records in your instance, or if you wish to configure settings and quickly view the results of your recent changes. If Tab Bar Access has previously been enabled for your role by your Global Administrator, then follow these steps to enable the tab bar functionality. If Tab Bar Access has not been previously enabled on your instance by your Global Administrator, follow the steps in the previous section.
# You can also close each tab with the '''x''' located on the right side of the tab. This will return you to the previous tab that you had selected. If there is only one tab remaining, you will not be able to close this final tab but you can disable the Tab Bar feature. If this is the case, go to the User Menu and select '''Disable Tab Bar'''.
# The Tab Bar’s '''Multitask Button''' is ideal for comparing to records in your instance simultaneously, in split-screen view. This is ideal for users such as reviewers, who complete review forms while evaluating applications or if you want to see a user and their organization details side by side. You can access the '''Multitask Button''' while the Tab Bar is enabled, it is located on the right side of the tab bar. The two tabs shown in this mode will be the previous two tabs selected. You can select any tab to shift what is displayed side by side. You can also use the arrows to move between tabs when you are in multitask mode. Select this button to toggle the functionality on and off.
 
==Settings Explained==
|-
||Tabs
||Select a tab to open the page from that tab.Tabs can be reordered by dragging and dropping the desired tab from left to right, or vice versa. 
||[[File:Tab Bar Resized.png|thumb|none|300px|The Tab Bar]]
|-
||[[File:Close Tab Button.png|thumb|none|110px|The Close Tab Button]]
|}
 
[[Category:Tools]][[Category:Interface]]
Smartstaff, administrator
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