Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability...

4
Viewpoint Construction Software Creating Custom Tabs © 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved. Viewpoint Construction Software® and Construction Imaging® are trademarks or registered trademarks of Coaxis, Inc., dba Viewpoint Construction Software in the United States and/or other countries. Other names and brands may be claimed as the property of others.

Transcript of Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability...

Page 1: Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability to add custom tabs in Viewpoint is one step toward customizing the standard Viewpoint

Viewpoint Construction Software

Creating Custom Tabs

© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved. Viewpoint

Construction Software® and Construction Imaging® are trademarks or registered

trademarks of Coaxis, Inc., dba Viewpoint Construction Software in the United States

and/or other countries. Other names and brands may be claimed as the property of others.

Page 2: Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability to add custom tabs in Viewpoint is one step toward customizing the standard Viewpoint

Viewpoint 6.5.0

© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.

Creating a Tab

The ability to add custom tabs in Viewpoint is one step toward customizing the standard Viewpoint

forms to fit your company’s needs.

This guide covers:

• How to create a custom tab in a standard Viewpoint form

Creating a Custom Tab

1. Log into Viewpoint and open form you wish to add the custom tab to. In our example we will

use the JC Job Master. Figure A.

Figure A. The JC Job Master form

2. From the Tools menu select Form Properties.

Page 3: Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability to add custom tabs in Viewpoint is one step toward customizing the standard Viewpoint

Viewpoint 6.5.0

© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.

3. Select the Tab Pages tab. Figure B.

Figure B. Tab pages tab

4. Click the Add button.

5. Enter the name of your new Custom Tab in the Tab Title field and click OK. Figure C.

Figure C. Tab Title

6. (Optional) Using the arrow keys you can move the custom tab to a desired location.

Page 4: Viewpoint Construction Software Creating Custom Tabs · 2013. 5. 14. · Creating a Tab The ability to add custom tabs in Viewpoint is one step toward customizing the standard Viewpoint

Viewpoint 6.5.0

© 2013 Coaxis, Inc. dba Viewpoint Construction Software. All Rights Reserved.

7. Click Close exit out of the Form Properties form.

8. The form reloads to display the form with your new custom tab. Figure D.

Figure D. New custom tab named Entry Tracking

Note: The custom tab is blank by default. You can now add custom fields to the tab or link a UD table to

it. You can find additional training resources for these topics on Vantage Point and in the V6 Help.