---
title: "Subtabs"
slug: "subtabs"
status: "new"
updated: 2026-08-25T14:47:56Z
published: 2026-08-25T14:47:56Z
canonical: "knowledge.technolutions.net/subtabs"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Subtabs

> [!TIP]
> 🏔️ Summit 2026 Feature
> 
> Group record [tabs](/v1/docs/custom-tabs) under parent tabs so busy records are easier to scan.

Subtabs let you organize record tabs into parent and child relationships. A parent tab can contain a list of subtabs at right, so users can find related information without a long row of top-level tabs.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Subtab on parent person record tab.png)

## Subtabs on existing tabs

#### Subtabs on existing custom tabs

You can add subtabs to existing custom tabs, but to do so, the parent tab’s *Type* must be blank.

> [!WARNING]
> 📝 If you have an existing tab with the *Type* of Form or Portal, you won’t be able to give it subtabs; make a new tab instead.

#### Subtabs on system tabs

You can also add subtabs to the system tab [Profile](/v1/docs/person-record-profile-tab).

## Creating a parent tab

To create a new tab:

1. Go to **Database → Tabs**.
2. Select a tab to be the parent, or create a new tab.
3. Configure the following settings:
  - **Folder:** Place the parent tab in an existing folder, or select *Other* and enter a name to create a new folder.
  - **Name:** Enter a name for the parent tab.
  - **Scope:** Select the type of record on which the parent should appear ([person](/v1/docs/getting-started-with-records), [application](/v1/docs/application-building-checklist), or [dataset](/v1/docs/datasets-overview)). [Homepage tabs](/v1/docs/homepage-builder) cannot have subtabs.
  - **Type:** This setting must be left blank
  - **Order:** Enter a number to represent the order of the tab in the list of tabs across the top of the record.
  - **Read/Write Permission:** Grant read and/or write permissions for the tab to users with the selected permission.
  - **Show for Records in Population:** Select a population for whom the tab should appear. This setting does not apply to dataset tabs.
  - **Color:** Select an optional color for the tab’s icon.
  - **Parent:** This setting must be left blank
4. Select **Save**.

> [!NOTE]
> 💡 The blank parent tab doesn’t appear on records until it has at least one subtab.

## Creating a subtab

To create a subtab:

1. Go to **Database → Tabs**.
2. Select an existing custom tab, or create a new one.
3. Configure the following settings:
  - **Folder:** Place the subtab in an existing folder, or select *Other* and enter a name to create a new folder.
  - **Name:** Enter a name for the subtab.
  - **Scope:** Select the parent tab’s scope. [Homepage tabs](/v1/docs/homepage-builder) cannot have subtabs.
  - **Type:** Select a tab type to display either a [form or a portal](/v1/docs/custom-tabs#step-1-choosing-the-tab-type).
  - **Order:** Enter a number to represent the order of the subtab in the list of subtabs.
  - **Read/Write Permission:** Grant read and/or write permissions for the subtab to users with the selected permission.
  - **Show for Records in Population:** Select a population for whom the tab should appear. This setting does not apply to dataset tabs.
  - **Parent:** Select the parent tab under which the subtab should appear. You can also select the [person tab’s Profile tab](/v1/docs/person-record-profile-tab).
4. Select **Save**.

Go to a record (person, dataset, or application, accordingly) to confirm that the subtab appears.

## Examples

**Admissions 🪪**

Create an Admissions parent tab and place interviews, decisions, scholarships, or application review tabs beneath it.

**Student Success 🎓**

Create a Student Support parent tab and place advising notes, alerts, success plans, or appointment history tabs beneath it.

**Advancement 🤝**

Create an Advancement parent tab and place opportunities, research, committees, or stewardship tabs beneath it.