Custom profile tabs

you can create new custom profile tabs and add them to your charthop organization's employee profiles create a custom profile tab to create a custom profile tab from the left sidebar, select admin from the sub menu, select profile content in the profile tab view, at the bottom of the page, select the + button to create a new empty tab name your tab by giving it a label on the top of the tab select apply on the bottom right if you don't see the + button in the tab view, try scrolling your browser window all the way to the right to duplicate a custom profile tab from the left sidebar, select admin from the sub menu, select profile content in the profile tab view, at the top right of the page, select the duplicate button to create a new tab with the same settings and columns to delete a custom profile tab from the left sidebar, select admin from the sub menu, select profile content in the profile tab view, at the top right of the page, select the delete button to remove this profile tab configure a custom profile tab you can give your custom profile tab a name, and configure how it appears in the employee profille available settings include label the label displayed for the tab newly created tabs are given the label of "new tab" by default active the tab's status newly created tabs are inactive by default display on the profiles of the tab will only be visible on people's profile who match the filtered criteria supports carrot query language filters no filters are applied by default so it will appear on all profiles for example, if you want to create a tab for "sales 1 1s" that would only appear on the profile of people in the sales despartment you can add a department="sales" filter visible to who can view the profile tab ordering you can drag and drop tabs to re order them click the grab handle on the left to move tabs to configure a tab's settings from the left sidebar, select admin from the sub menu, select profile content select the tab you wish to configure from the top of the view apply the following settings in the visibility section label the label displayed for the tab this is located at the top of the profile tab active the tab's status inactive tabs will not be shown visible to who can view the profile tab display on the profiles of the tab will only be visible on people's profile who match the filtered criteria supports carrot query language filters no filters are applied by default so it will appear on all profiles select save add columns to custom profile tabs you can add up to 4 columns to a custom profile tab each column can contain optionally contain 3 things a custom content block form response history for a form or multiple forms (recommended) field history for a field or set of fields columns can also be configured to only show up for certain people or on the profiles of certain people configure columns in a profile tab to add a column to a custom profile tab from the left sidebar, select admin from the sub menu, select profile content select the tab you wish to add a tab column to from the top of the view in the tab columns section, select the + button to create a new blank tab column apply the following settings in the tab columns section header the label that will be displayed for the column display on the profiles of who's profiles the column should appear on visible to who can see the column form responses history allows you to show every response about the person to a certain form recommended for most form based use cases a card of each individual form response will display, historically, in a descending chronological order fields history allows you to add custom fields to your tab column recommended when needed to display the change in fields not related to a form fields will appear as individual cards that will display, historically, in a descending chronological order custom fields must be created in order to be accessible from the fields list https //docs charthop com/custom fields custom content an area where you can create and edit the content of your tab using the rich text editor, carrot template syntax, or using markdown custom content appears at the top of the column, ahead of any form responses or field history cards in the tab configuration panel on the bottom right of the tab, select apply to save the tab column to duplicate a column in a profile tab from the left sidebar, select admin from the sub menu, select profile content in the profile tab view, to the right of columns header, select the duplicate button to create a new column with the same settings and content to delete a custom column from the left sidebar, select admin from the sub menu, select profile content in the profile tab view, to the right of columns header, select the delete button to remove the column