---
title: "Tab Content"
slug: "tab-content-1"
updated: 2026-10-07T17:07:30Z
published: 2026-10-29T16:31:25Z
canonical: "wiki.cobblestonesoftware.com/tab-content-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.

# Tab Content

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Tab Content**

*03. Admin User Manual › Record Details Tab Setup › Tab Content*

**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

Within **Tab Details Setup**, each tab's content is a set of "**docks**": the panels and field groups that actually populate the tab on a record page. For example, the Record Details tab holds a single dock, while the Linked Records tab holds several. Tabs are listed in the order they appear on the record, can be reordered by dragging, and are expanded one at a time to add, edit, reorder, or remove the docks inside them. Layouts are set per **Area** and **Record type**.

# 2. Key Elements

- **Area** and **Record type**: choose which layout you are editing. Record types that have no layout of their own show "uses Default". **Reset to default** returns the selected record type to the default layout.
- **New tab name**, the tab type (**Docks tab** or **Report Designer tab**), and **Add tab**: create a new tab.
- Each tab row shows its type badge and dock count (for example, Subtables, **Docks**, 5 docks), plus a **drag handle** (⠿), an **expand arrow** (▸), **Rename / edit** (pencil), and **Remove** (✕).
- An expanded tab lists its docks, each with a drag handle, **Edit** (pencil), and **Delete dock** (✕), plus an **Add dock** button.
- Dock types: **All Fields**, **Specific Field Group**, **All Subtables**, **Sub-area**, **Static Text**, and **Record Notifications**.

# 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 the **Tab Details Setup** tile.

![Administration page with the Administration icon, search box, and Tab Details Setup tile highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-01_admin_search.png)

# 4. Selecting the Area and Record Type

1. On the Tab Details Setup page, select an **Area** (Contracts, Requests, Solicitations, Purchase Orders, Vendors / Customers, or Employees).
2. Select a **Record type**. **Default (0)** is the layout every record type uses unless it has its own; record types marked "uses Default" inherit it.
3. The tabs for that layout are listed below, in the order they appear on the record.

![Tab Details Setup with Area, Record type, Reset to default, the Add tab controls, Advanced designer, and a tab row's controls highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-02_tab_list.png)

**Note:** **Reset to default** returns the selected record type to the default layout, so use it only when you want to undo that record type's customizations. The **Advanced designer** button (top right) opens the advanced layout designer.

# 5. Adding a Tab

1. Select the **Area** and **Record type** (see Section 4).
2. Enter a name in **New tab name**.
3. Choose the tab type: **Docks tab** (holds docks you add) or **Report Designer tab** (shows a single dashboard; see Section 8).
4. Click **Add tab**. The new tab appears in the list, ready for docks to be added (see Section 6b).

The tab-creation controls are shown in the screenshot in Section 4.

# 6. Managing a Tab's Docks

## 6a. Viewing a Tab's Docks

1. Click the **expand arrow** (▸) on a tab row to open its dock list.
2. Each dock shows its type (for example, **Sub-area**) and what it displays (for example, **Files / Attachments**).

![Expanded Attachments and Templates tab with the expand arrow, dock drag handles, Edit and Delete dock buttons, and Add dock highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-03_dock_list.png)

## 6b. Adding a Dock

1. Expand the tab and click **Add dock**.
2. Optionally, enter a **Dock title**.
3. Select the dock type: **All Fields**, **Specific Field Group**, **All Subtables**, **Sub-area**, **Static Text**, or **Record Notifications**.
4. Complete the field that appears for the chosen type. For example, **Specific Field Group** shows **Choose a field group**, and **Sub-area** shows **Choose a panel or list**.
5. Check **collapsed by default** if the dock should start collapsed on the record.
6. Click **Save dock**, or **Cancel** to discard it.

![Add dock form with Dock title, dock type, collapsed by default, Choose a field group, Save dock, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-04_add_dock.png)

## 6c. Editing a Dock

1. Expand the tab and click the **Edit** (pencil) icon on the dock's row.
2. In the **Edit dock** form, change the title, dock type, panel or field group, or **collapsed by default** setting.
3. Click **Save dock**, or **Cancel** to leave the dock unchanged.

![Edit dock form opened from the dock's Edit icon, with its fields, Save dock, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-05_edit_dock.png)

## 6d. Reordering and Removing Docks

- To reorder docks within a tab, drag a dock by its **drag handle** (⠿), or focus the handle and use the arrow keys.
- To remove a dock, click its **Delete dock** (✕) icon.

These controls are shown in the screenshot in Section 6a.

# 7. Renaming or Changing a Tab

1. Click the **Rename / edit** (pencil) icon on the tab row.
2. Edit the **Tab name** and, if needed, change the tab type (**Docks** or **Report Designer**).
3. Click **Save**, or **Cancel** to keep the tab as it was.

![Rename / edit form for a tab with the pencil icon, Tab name, tab type, Save, and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-06_rename_tab.png)

To change the order of tabs on the record, drag a tab row by its **drag handle** (⠿), or focus the handle and use the arrow keys.

# 8. Report Designer Tabs

A **Report Designer** tab (for example, **Record Dashboard**) shows a single dashboard instead of docks.

1. Expand the tab and click **Choose a dashboard** to select the dashboard it shows.
2. If the tab still has a dock attached, a warning explains that the dock never appears on a record. Click the dock's **Delete dock** (✕) icon to remove it.

![Expanded Report Designer tab with Choose a dashboard and the Delete dock icon highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/tabcontent-07_report_designer_tab.png)

# 9. Removing a Tab

1. Expand the tab and delete each of its docks (see Section 6d).
2. Click the tab's **Remove** (✕) icon.

**Note:** A tab's **Remove** icon is unavailable while the tab still has docks; hovering over it shows "Remove its docks first."

# 10. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open Tab Details Setup | Administration icon → search **Tab Details** → **Tab Details Setup**. |
| Choose a layout to edit | Select the **Area** and **Record type**. |
| Add a tab | Enter a **New tab name** → choose **Docks tab** or **Report Designer tab** → **Add tab**. |
| See a tab's docks | Click the tab's expand arrow (▸). |
| Add a dock | Expand the tab → **Add dock** → choose type and content → **Save dock**. |
| Edit a dock | Dock's pencil icon → update → **Save dock**. |
| Reorder tabs or docks | Drag by the ⠿ handle, or focus it and use the arrow keys. |
| Rename a tab | Tab's pencil icon (**Rename / edit**) → edit name → **Save**. |
| Set a dashboard tab's content | Expand the Report Designer tab → **Choose a dashboard**. |
| Remove a tab | Delete all its docks → tab's ✕ icon. |
| Return a record type to the default layout | **Reset to default**. |