Adding group information to a tab

You must be a system administrator or info manager with Key Attributes rights.

You can display group key attribute data on the record that it is stored against so users can view and change the data. For example, a tab containing key attribute data in the person context can display mail merges and email blasts performed against the person, and the groups to which the person belongs. You cannot access key attribute data for a private group. For more information, see Group fields in the User Help.

  1. Create a new key attribute category group for the group data. For more information, see Defining key attribute profiling category groups.
  2. To display the key attribute information on a tab in the context of a record, click <My Profile> | Administration | Customization | Primary Entities / Secondary Entities | <Entity>.
  3. Click the Tabs tab and click the Edit icon beside the tab group name.
  4. Complete the Tab Properties fields.
    1. Set Action to other.
    2. Set System Act to Key Attributes. For more information, see Tab customization actions.
    3. Set Key Attribute Category Group to the category group you created.
    4. Click Add.
  5. Click Add and then click Save.