Answered

change default tab on an entity

(0) Share

Report

Posted on by Community Member Microsoft Employee

Hi all,

Could you please help with this?

I have a custom entity called 'Clients'. If I open any client record, by default it's on Administration tab. (Screenshot below) I want to change it to 'General'. How do I do that?

Thx!

Categories:

Accounts or Contacts

All responses (4)

Answers (1)

Community Member Microsoft Employee on at

Like (0)

Report

RE: change default tab on an entity

Thanks Hao. That helps.
Verified answer

LuHao 40,856 on at

Like (1)

Report

RE: change default tab on an entity

Hi partner,

Edit the form, open the properties of General tab, check if "Expand this tab by default" of General tab is disabled, if so, enable it.
Community Member Microsoft Employee on at

Like (0)

Report

RE: change default tab on an entity

Thanks Adrian. Sorry but I'm not a developer. I was thinking that it might be a settings under customisations??
Suggested answer

Adrian Begovich 20,989 Super User 2024 Season 2 on at

Like (0)

Report
RE: change default tab on an entity

Hi T Reddy,

You can use on load JavaScript to set the default tab.

function FocusOnTab(executionContext) { var formContext = executionContext.getFormContext(); formContext.ui.tabs.get("Tab_Name").setFocus(); }