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Question

How to Create Custom Tabs

Updated August 23, 2017
asked on August 9, 2017

Hello Everyone,

 

I was wondering if anyone can point me in the right direction when it come to creating new custom tabs in the Web Client. I know it involves some coding and modifying some files, but I was hoping to get some steps on how to do this. I would like to be able to see information from a Laserfiche Form as tab in the Web Client. I saw this functionality in a Laserfiche Webinar, but it did not go into much details and how to set it up. May I please get some help? Thank you !

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SELECTED ANSWER
replied on August 9, 2017

Hi Matthew, 

You don't need to modify files or code to setup custom tabs, you just need to set up a URL reference. If you go to the Display tab in user options, you will see a Custom Tabs section at the bottom where you can add new tabs. Note that you need to be a member of the web client managers group, which can be configured in the web client server administration site. When creating a new custom tab you provide a name for the tab and a URL reference, which can include field tokens. 

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replied on August 23, 2017

Justin,

 

Do you have to be setup for directory server to add people to the web client managers group?  I have all users set to allowed for access to management.  I was told during the empower spark webinar that it only shows up when using windows authentication.  Is there a document I can reference on this?

 

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replied on August 23, 2017

This is all configurable in the Web Access administration page. The directory server shouldn't be relevant. 

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replied on August 23, 2017
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Replies

replied on August 10, 2017

Thank you Justin. I made this overly complicated. 

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