Edit tab properties

  1. In the Navigation Pane, click Settings.
  2. Under Customization, click Customizations.
  3. In the Customization area, click Customize the System.
  4. Under Components, expand Entities, and then expand the entity you want.
  5. Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
  6. Click the tab you would like to edit. Then, on the Home tab, click Change Properties. The Tab Properties dialog box opens.
  7. On the Display tab, enter a unique name in Name.
  8. On the Formatting tab, specify whether you would like the tab to have one or two columns.
  9. On the Events tab, you can add and edit form libraries and the TabStateChange event, which indicates when the tab is expanded or collapsed. More information: Add or edit event scripts for fields and forms
  10. Click OK.
  11. You can preview how the main form will appear and how events will function:
    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
    2. To close the Preview form, on the File menu, click Close.
  12. When you finish editing the form, click Save and Close to close the form.
  13. When your customization are complete, publish them:
    • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
    • To publish customizations for all unpublished components at one time, click Publish All Customizations.
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