Add a Tab to a Hub

You can add user-defined tabs to a standard or user-defined hub.

If Vantagepoint is set up to use multiple languages, see Screen Designer and Multiple Languages for some special considerations.

To add a tab to a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Actions bar, click Add Tab.
    The tab is added to the hub on the Screen Designer form as the last (right-most) tab in the hub.
  3. To change the order of the new tab, drag and drop the tab to a new location among the tabs that are displayed at the top of the Screen Designer form.
  4. In the Tab Properties section of the actions and properties pane, in the Caption field, enter the name for the tab.
    Be sure that you have the new tab selected, so that the tab properties display in the Tab Properties section.
  5. To hide the tab and all of its contents from certain users based on security roles, click in the Tab Security field and use the Tab Security Rights dialog box to select which roles to hide.
    When you make a tab available to the role, all of the fields on that tab are made available to the role. If you hide a tab from a role, the role also loses access to all fields on that tab. To hide only certain fields on the tab, use the Field Security field. For details, see Change the Properties for a Field in a Hub.

    If you use the Application Tabs functional area to select Full Access to All Application Tabs for a role on the Access Rights tab in Settings > Security > Roles, then the role displays in the Display for These Roles section of this dialog box. You cannot remove this role from the tab until you first clear Full Access to All Application Tabs.

  6. On the Actions bar of the Screen Designer form, click Save.
You can now add fields, grids, and so on to the new tab by clicking an action item in the actions and properties pane on the right side of the Screen Designer form.