🏔️ Summit 2026 Feature
Portal tabs place portal-built content directly on record tabs, so staff can work from a customized record view.
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.
Before you begin
Create the portal to appear on the record tab.
Confirm that the users who should see the tab have access to the portal content.
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.
If users should enter or update mapped custom field values directly on the record, use a form-based custom tab instead.
Adding a portal tab
Go to Database → Tabs.
Select Insert.
Configure the following settings:
Status: Set to Active.
Name: Enter the name that should appear on the record tab.
Scope: Select the record type where the tab should appear.
Type: Portal
Portal: Select the portal that should render on the tab.
Order: Enter an order value if the tab should appear in a specific position.
Read Permission: Select a permission if only some users should see the tab.
Select Save.
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.
Portal Security must be set to User.
💡 You can embed Searcher tables on portals that render in custom tabs.
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.
Related options
To replace the standard person Dashboard tab with portal content, see Customizing Standard Tabs.
To embed a portal in Reader, see Portals in Reader.