🏔️ Summit 2026 Feature
Portal tabs place portal-built content directly on record tabs, so staff can work from a customized record view.
🏗️ Provisional document
This feature is pending release, and this document may change over time. Check What’s New for the latest releases.
Portal tabs let a custom record tab load an Express Portal. Use them to add customized, portal-built content to person, application, dataset, or other supported records without replacing the full record view.
Use a portal with the same record scope as the tab. For example, a person-scoped tab uses a person-scoped portal. Staff who can view the tab can open it from the record and work with the portal content in context.
Adding a portal tab
Go to Database → Tabs.
Select an existing custom tab, or select Insert to add a new tab.
Configure the following settings:
Type: Select Portal.
Portal: Select the portal to load on the tab.
Label, Order, Status, and Permissions: Configure the tab for your workflow.
Select Save.
Open a record in the matching scope and select the new tab.
Choosing portal content
A portal tab is useful when the record needs more than a simple field layout. Build the portal around the workflow staff complete from the record, such as a compact dashboard, a guided review page, or a specialized data-entry experience.
Keep the portal focused on the record context. A person-record portal should help users understand or act on the person. A dataset-record portal should focus on that dataset record's information and related actions.
Examples
Add a portal tab to the applicant record that combines review materials, scholarship indicators, and next-step actions for the selected applicant.
Add a portal tab to the student record that summarizes advising history, open tasks, and current risk indicators in one staff-facing view.
Add a portal tab to the constituent record that shows giving history, engagement notes, and stewardship next steps for development staff.