Rearrange Custom Tab Fields

​Rearrange the Existing Fields on a Custom Tab

If you have an existing custom tab with data in the fields, rearranging the order of the fields on the tab is a slightly complex undertaking. If you delete or rename fields, existing data in user records that use those fields may be deleted or otherwise compromised. It is critical therefore that you follow these instructions to make changes to the tab field layout.

Applicable System Roles

  • System Administrator Only

Step-by-Step Instructions 

  1. Export all Data from the import/export section related to the area you are modifying. If students, include all students not just enrolled students. Do not delete this file until you are confident everything is as you desire.

  2. Make a copy of the export. You will modify this copy so name it in a way that you will know to update this one.

  3. Enter the Feature Administration section and append “old” to the name of any column that you will be moving.

  4. Create the new columns in the location (tab/details area) that you would like. Make sure they are named the same as the original column names.

  5. Open the excel file copy you created in step 2. Make a copy of each of the columns you will be renaming. Change the column name of the copies to the same name you specified in step 3

    • You should now have 2 columns with identical data except the column heading

  6. Import the excel spreadsheet.

  7. Confirm that the data is located in the new area.

  8. If so, disable the columns that you renamed to include “old.”

Note: If you experience difficulty with this activity, please do not hesitate to contact the SchoolFront Support Team for help: If you request help, please make sure to clearly explain the change you want to make. The more detail you provide, the easier it will be for a SchoolFront Support Representative to help you.

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