---
title: "Record Details Tab Configuration Overview"
slug: "record-details-tab-configuration-overview-1"
updated: 2026-10-07T17:01:23Z
published: 2026-10-29T16:31:25Z
canonical: "wiki.cobblestonesoftware.com/record-details-tab-configuration-overview-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record Details Tab Configuration Overview

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Record Details Tab Configuration Overview**

*03. Admin User Manual › Record Details Tab Setup › Record Details Tab Configuration Overview*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

**Tab Details Setup** (“Design the tab and dock layout of record pages”) controls the tabs and panels each record type shows, and the order they appear in. For a chosen **Area** and **Record type**, it lists every tab on the record page (for example Record Details, Subtables, Attachments & Templates, Tasks & Emails, Linked Records, Notes & Additional Info, Ratings & Surveys, and Record Dashboard). Each tab holds one or more **docks** that group related fields and widgets.

The page also manages the record's **Side Panel** headers and tags and any **Auto-Collapse Conditions**. An **Advanced designer** offers a visual, drag-and-drop view of the same layout.

# 2. Key Elements

- **Area** and **Record type** selectors: choose which layout you are editing. Record types marked “uses Default” have no layout of their own and follow the **Default** layout.
- **Reset to default**: restores the shipped (out-of-the-box) layout for the selected area and record type.
- **New tab name**, tab type (**Docks tab** or **Report Designer tab**), and **Add tab**: create a new tab.
- Each tab row shows a drag handle to reorder it, an expand arrow, its type badge and dock count, and **Rename / edit** and remove buttons. A tab can be removed only after its docks are removed.
- Inside an expanded tab, each dock can be reordered, edited with **Edit**, or removed with **Delete dock**. **Add dock** adds a new one.
- **Side Panel – Headers & Tags** applies to all record types in the area. **Auto-Collapse Conditions** start a field group collapsed when a condition is true.
- **Advanced designer**: a visual editor for tabs and sections. Click **Simple editor** to return.

# 3. Navigating to Tab Details Setup

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. In the **Search administration** box, type **Tab Details** (or scroll to the **Configuration & Fields** category).
3. Click **Tab Details Setup**.

![Administration page with Tab Details Setup highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-01-admin-search.png)

# 4. Selecting the Layout to Edit

1. Select the **Area**: Contracts, Requests, Solicitations, Purchase Orders, Vendors / Customers, or Employees.
2. Select the **Record type**. Choose **Default** to edit the layout shared by every type that doesn't have its own, or pick a specific type.
3. The tabs for that layout load below. To undo all customizations for this area and record type, click **Reset to default**.

![Area, Record type, Reset to default, and Advanced designer highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-02-area-record-type.png)

**Note:** Changes made to the **Default** record type affect every record type marked “uses Default.”

# 5. Working with Tabs

## 5a. Adding a Tab

1. Enter a name in **New tab name**.
2. Choose the tab type: **Docks tab** (holds docks of fields and widgets) or **Report Designer tab** (shows a record-level dashboard; see the **Record Level Dashboards** article).
3. Click **Add tab**.

## 5b. Reordering, Expanding, and Removing Tabs

- Drag a tab by its handle (⠿) to change its position on the record page. You can also focus the handle and use the arrow keys.
- Click the arrow (▸) to expand a tab and see its docks. The badge shows the tab type and the number of docks.
- Click the **×** button to remove a tab. A tab must have no docks before it can be removed.

![Add tab controls and a tab row with drag handle, expand arrow, dock count, Rename and remove buttons highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-03-tab-list.png)

## 5c. Renaming a Tab

1. Click the **Rename / edit** (pencil) button on the tab row.
2. Update the tab name and, if needed, the tab type.
3. Click **Save**, or click **Cancel** to discard the change.

![Inline rename form with name, type, Save and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-05-rename-tab.png)

# 6. Working with Docks

1. Click the arrow (▸) on a tab to expand it. Each dock shows its type (for example **Sub-area** or **All Subtables**) and name.
2. Drag a dock by its handle to reorder it within the tab.
3. Click **Edit** (pencil) to change a dock, or **Delete dock** (red ×) to remove it.
4. Click **Add dock** to add a new dock to the tab.

![Expanded Subtables tab with dock handle, dock, Edit, Delete dock, and Add dock highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-04-docks.png)

See the **Tab Content** article for details on what each dock type can contain.

# 7. Side Panel and Auto-Collapse Conditions

Scroll below the tab list to configure these settings.

1. **Side Panel – Headers & Tags** applies to all record types in the area. The **Headers** and **Tags** lists show the fields currently displayed; click **×** to remove one.
2. To add one, choose **Header** or **Tag**, choose a field, and click **Add**. Click **Reset sidebar** to restore the default side panel.
3. Under **Auto-Collapse Conditions**, choose a **field group**, a **field**, an operator (equals, not equals, contains, greater than, less than, is empty, is null, is not null), and a **value**, then click **Add rule**. The field group starts collapsed on records where the condition is true.

![Side Panel headers and tags, Add, Reset sidebar, and Auto-Collapse Conditions highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-06-side-panel.png)

See the **Side Panel Info** article for more on side panel configuration.

# 8. Using the Advanced Designer

1. On Tab Details Setup, click **Advanced designer** (top right).
2. Confirm the **Area** and **Record type**.
3. Click a tab chip (for example **Record Details**) to select it. Each chip shows its section count and has edit and remove icons. To add a tab, enter a **New tab name**, choose its type, and click **Tab**.
4. The selected tab's sections appear in the center. Drag them to reorder, and use each section's icons to manage its fields, set it to start collapsed, or remove it.
5. Use the **Add to “[tab name]”** panel on the right to add Fields, Lists, Panels, and Other items (such as Notifications or a Text block) to the selected tab.
6. Click **Simple editor** to return to the list view, or **Reset to default** to restore the shipped layout.

![Advanced designer with Area, Record type, tab chip, new tab controls, section, Add to panel, Reset to default, and Simple editor highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabsetup-07-advanced-designer.png)

# 9. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Tab Details Setup | Administration → search “Tab Details” → Tab Details Setup. |
| Choose a layout | Select the Area and Record type (Default applies to all types without their own layout). |
| Add a tab | New tab name → Docks tab or Report Designer tab → Add tab. |
| Reorder tabs or docks | Drag the ⠿ handle (or focus it and use the arrow keys). |
| Rename a tab | Pencil icon on the tab row → edit name → Save. |
| Remove a tab | Remove its docks first → × on the tab row. |
| Add, edit, or delete a dock | Expand the tab (▸) → Add dock, Edit (pencil), or Delete dock (×). |
| Change side panel headers/tags | Side Panel – Headers & Tags → Header/Tag → field → Add. |
| Collapse a field group by condition | Auto-Collapse Conditions → field group, field, operator, value → Add rule. |
| Design visually | Advanced designer → select a tab → add or arrange sections → Simple editor to return. |
| Restore the shipped layout | Reset to default. |