New Custom Tab

Create a New Custom Tab to the Student Record

In addition to being able to add custom fields to the Student "Details" tab, system administrators can add up to 4 additional custom tabs with custom fields to the student profile.

Applicable System Roles

  • System Administrators

Step-by-Step Instructions

  1. Login to SchoolFront as a system administrator.

  2. Go to Feature Administration in the left navigation menu.

  3. In the section called "Students" click "Custom Tabs."

  4. On the "Custom Tabs" page, click the "New Custom Tab" link.

  5. Enter the label that you would like to appear on the tab in the "Tab Name" field.

  6. Click the "Enabled" checkbox to make the tab visible to other users in the system--Note that if you ever want to disable this custom tab, you can do so by un-checking the "Enabled" checkbox.

  7. Next configure the custom data fields you want to view and edit on the tab:
    • Add a List (Drop-Down Menu) Field:

       
      1. In the section called "List Fields," write the name of the field in the "Alias."

      2. To make the field visible, check the "Enabled" box. (alternatively, if you ever want to hide the field, un-check the "Enabled" box.")

      3. Repeat for all of the drop-down menu fields you want to add.

      4. To add options to your drop-down menu list, click the "Insert" button at the bottom of the screen.

      5. The "List Items" tab will appear. Click the "List Items" tab.

      6. Click the "New Tab List Item" link.

      7. Select the Alias from the "Tab List Name" drop-down menu.

      8. Enter the text you want to appear in the drop-down menu in the "List Item Name" field.

      9. Click the "Save" button.

      10. Repeat for all items you want to appear in your drop-down menus.

    • Add a Text Field:

       
    1. In the section called "Text Fields," write the name of the field in the "Alias."

    2. To make the field visible, check the "Enabled" box. (alternatively, if you ever want to hide any of these custom fields, un-check the "Enabled" box.")

    3. Repeat for all of the text fields you want to add.

    4. Click the "Insert" button at the bottom of the screen.

    • Add a Date Field:

       
      1. In the section called "Date Fields," write the name of the field in the "Alias."

      2. To make the field visible, check the "Enabled" box. (alternatively, if you ever want to hide any of these custom fields, un-check the "Enabled" box.")

      3. Repeat for all of the date fields you want to add.

      4. Click the "Insert" button at the bottom of the screen.

    • Add a Yes/No (Checkbox) Field:

       
      1. In the section called "Yes/No Fields," write the name of the field in the "Alias."

      2. To make the field visible, check the "Enabled" box. (alternatively, if you ever want to hide any of these custom fields, un-check the "Enabled" box.")

      3. Repeat for all of the yes/no fields you want to add.

      4. Click the "Insert" button at the bottom of the screen.

  8. Click the Insert button to save the whole custom tab.

Note: Currently you can only create and manage 4 custom tabs in the system.


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