Adding saved list window tabs

You can add saved tabs without setting up the columns, sorting, and filter in a list window first. To save tabs already set up in a list window, see Saving the current list window tab.

1. Choose Tabs > Manage Saved Tabs.

The Saved Tabs dialog box opens. The available options depend on your security permissions.

2. Click Add.

The Select Tab Type dialog box opens.

3. Select the list window type to add the tab for and click OK.

The Add Saved Tab dialog box opens.

4. Enter a Name to identify the tab. You can enter up to 32 characters.

5. Enter a Description to explain the information the tab displays. You can enter up to 255 characters.

6. Select a Share with option.

• No one prevents all other users and customers from using the tab.
• Everyone shares the tab with all users and customers.
• All users shares the tab with other users.
• All customers shares the tab with customers.
• Specific users and customers shares the tab with the selected users and customers.
• Security groups shares the tab with the selected security groups.

7. Select a Filter to only display specific items in the tab.

indicates a conflict between the selected filter and users the tab is shared with. Make sure the filter is shared with users who use the tab. See Editing filters.

8. Expand the Columns options to select the columns to display in the tab.

• Select the columns to include from the Available columns list and click to move them to the Selected columns list. You can search for columns by name. Click Top, Move Up, Move Down, or Bottom to reorder the columns. To remove a column, select it in the Selected columns list and click .
• Select a Primary sort column and Secondary sort column and the sort order for column data.

9. Click Add to save the tab.