Customizing the presentation of a tab
Define a personal default presentation to customize tabs related to an
object type, such as the Terms tabs in the
category object pages.
Before you begin
Procedure
-
Open the tab you want to customize.
For example, you can see the list of terms contained in the GDPR category.
-
In the toolbar, select a worksheet from the Worksheet drop-down list.
Worksheet type Description System Default worksheets that administrators have predefined. Personal Default worksheets you have predefined. Applicable Worksheets that match the object type contained in the tab. They have been predefined by you or by other users and shared with you. In this example, you select the Certified terms applicable worksheet to list the certified terms.
-
If necessary, filter the content using the Filters panel.
In this example, you select David in the Certfied by filter option to see the terms certified by David.
-
Click OK and refresh the
page for the changes to take effect.
The worksheet is now your default presentation for this tab and any other tab containing the same object type.In this example, you define the Terms certified by David worksheet as the personal default presentation for the Terms tabs in the category details pages.
