Creating Center Tabs

Administrators and users with the Custom Center Tabs permission can create center tabs.

You use center tabs to add custom tabs to roles. Center tabs can include categories of links to NetSuite pages, custom records, Suitelets, or external web pages. You can also designate which portlets you want to appear on the dashboard when users click the tab. You can customize center tabs only if the Custom Records feature is enabled.

In the following screenshot, the tabs are Documents, Setup, Customization, and Support. Off the Documents tab, the categories are Files, Templates, and Mail Merge. Off the Files category, the links to the File Cabinet are the SuiteScripts, Attachments Received, and so on.

Sample Custom Categories menu

If you want to create a tab that displays internal information in your account, you should create your own custom intranet tab. For more information, see Publishing Information to an Internal Site.

To create a center tab:

  1. Go to Customization > Centers and Tabs > Center Tabs > New.

    Sample blank Custom Center Tab page
  2. In the Label field, enter a name for the tab.

    Users click the name to view the contents of the tab.

  3. From the Center list, select the center for which you want to add the tab.

    If you want to show the tab in all centers, select -All-.

    Note:

    If you create a custom center tab and specify that it be shown in all centers, it will not appear in a dashboard that is already published.

  4. Click the Contents subtab. Then, on the Categories subtab, in the Name column, enter a name for a category of links. After creating the categories, you will later follow the steps in Creating Center Links to assign specific links to each category.

    Warning:

    This step is for adding custom categories to custom tabs. If you want to add custom categories to standard, built-in NetSuite tabs, see Creating Center Categories.

  5. Click Add.

  6. Add all the category links that should appear on the tab.

  7. Click the Portlets subtab.

  8. In the Type column, add Links.

  9. In the Column column, enter left, right, or center to define the location where the portlet appears on the tab.

  10. To have the link show, check the Show box.

  11. Click Add.

  12. Add all the required portlets to the tab.

  13. Click the Audience subtab.

    Custom Center Tab Audience subtab
  14. Specify who can access the custom center. For each area, you can make the custom center available to all by checking the Select All box. Indicate the areas that have access. You can specify:

    • roles

    • employees - giving permission to specific employees could create extra maintenance requirements when employees change roles or leave the company. The best practice is to assign a custom center to a role instead of directly to an employee.

    • departments

    • groups

    • customers

    • vendors

    • partners

  15. On the Translation subtab, enter translated labels for the custom center tab. The Translation subtab is available only if the Multi-Languages feature is enabled in your account. For more information, see Configuring Multiple Languages.

  16. Click Save.

  17. Next, add links to the categories. See Creating Center Links for details.

Note:

If you return to the tab and do not see the changes you have made, clear your browser cache.

You can use SuiteCloud Development Framework (SDF) to manage center tabs as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework Overview. You can use the Copy to Account feature to copy an individual center tab to another of your accounts. Each center tab page has a clickable Copy to Account option in the upper right corner. For information about Copy to Account, see Copy to Account Overview.

You can also use the Dashboard Tiles SuiteApp to create a dashboard with tiles that display your business critical KPIs in a bold visual layout with images and blinking alerts. For more information about the Dashboard Tiles SuiteApp, see Dashboard Tiles.

Related Topics

Custom Centers
Creating and Editing Custom Centers
Creating Center Categories
Creating Center Links
Assigning a Custom Center to a Custom Role

General Notices