Custom profile tabs

You can create new custom profile tabs and add them to your ChartHop organization's employee profiles. 
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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 top of the page, select the + button to create a new empty tab.
Name your tab by giving it a Label in the Tab Configuration settings.
Select Save.
If you don't see the + button in the tab view, try scrolling your browser window all the way to the right.
Configure a custom profile tab
You can give your custom profile tab a name, and configure how it appears in the employee profille.
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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 active by default.
Visible to - Who can view the profile tab.
Sort - The order in which the tab will appear on the employee profile page. Sort order will automatically be assigned the highest number available based on the total count of your profile tabs.
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 deptarment="sales" filter.
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 Tab Configuration section:
Label - The label displayed for the tab.
Active - The tab's status. Inactive tabs will not be shown.
Sensitivity - The tab's level of sensitivity. The tab itself will only be visible to members with proper access. Information within the tab will be selectively visible only to those with proper access.
Org public - Available to all members in your ChartHop organization.
Manager shared - Available to an employee's manager, and every position above manager.
Personal - Available at the employee level.
Manager only - Available only to an employee's manager.
Highly sensitive - Available only to Owners.
Sort - The order in which the tab will appear on the employee profile page.
Only Visible For Members Matching Filter - The tab will only be visible to members who match the filtered criteria. Supports Carrot Query Language filters.
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. 
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To add a tab column for 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:
Label - The label that will be displayed for the column.
Visible to - Who can see the column
Display on the profiles of - Who's profiles the column should appear on
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. Learn more.
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 above the Tab Columns section, select Save to save the tab column.
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Updated 02 Oct 2024
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