Tab Group
A tab group divides a record detail view into separate tabs.
Each tab has a label and its own content. Users switch between tabs to focus on one part of a record at a time, such as general details, documents, notes, history, participants, or settings.
When to Use It
Use a tab group when a record contains too much information for one continuous screen.
Tabs are helpful when different user tasks belong to the same record but do not need to be visible at the same time. They can also separate information by responsibility, workflow stage, or type of content.
Avoid using tabs for tiny amounts of content. If users would need to switch tabs constantly to complete one simple task, a row or content block may be better.
What Can Be Configured
Tabs
A tab group contains the tabs users can choose from.
- Decide which tabs the record needs
- Give each tab a clear label
- Order tabs according to the user's normal workflow
Content
Each tab can contain its own layout and components.
- Add rows, columns, fields, tables, buttons, or other components inside each tab
- Keep frequently used information in the first or most prominent tab
- Move secondary or specialised information to later tabs
Information Architecture
Tabs shape how users understand a record.
- Group content by task, topic, workflow stage, or responsibility
- Avoid splitting information that users need to compare side by side
- Keep tab names short enough to scan quickly