> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tabs

Each tab belongs to an item and displays records from a selected Salesforce object.

## New Tab

Create a new tab in an item.

<Steps>
  <Step title="Open New Tab dialog">
    In the item view, click **New Tab** next to the existing tabs.
  </Step>

  <Step title="Enter tab details">
    Enter the required information.

    * `Object` – The Salesforce object used by the tab
    * `Tab Name` – The display name of the tab
  </Step>

  <Step title="Save">
    Click **Save** to create the tab.
  </Step>
</Steps>

## Edit Tab

Update tab details.

<Steps>
  <Step title="Open tab menu">
    In the tab list, select the tab and click the dropdown menu.
  </Step>

  <Step title="Select Edit">
    Click **Edit** to open the Edit Tab dialog.
  </Step>

  <Step title="Update tab details">
    Modify the required information.

    * `Tab Name` – The display name of the tab
    * `Tab Id` – The tab record ID (read-only)
  </Step>

  <Step title="Save">
    Click **Save** to apply changes.
  </Step>
</Steps>

<Info>
  If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.
</Info>

## Clone Tab

Create a new tab by copying an existing tab.

<Steps>
  <Step title="Open tab menu">
    In the tab list, select the tab and click the dropdown menu.
  </Step>

  <Step title="Select Clone">
    Click **Clone** to open the Clone Tab dialog.
  </Step>

  <Step title="Update tab details">
    Modify the required information before saving.

    * `Tab Name` – The display name of the tab
    * `Tab Id` – The tab record ID (read-only)
  </Step>

  <Step title="Save">
    Click **Save** to create the cloned tab.
  </Step>
</Steps>

<Info>
  Copies the tab configuration.
</Info>

## Move Tab

Change the item of a tab.

<Steps>
  <Step title="Open tab menu">
    In the tab list, select the tab and click the dropdown menu.
  </Step>

  <Step title="Select Move">
    Click **Move** to open the Move Tab dialog.
  </Step>

  <Step title="Select destination item">
    Choose an item from `Available Items`.
  </Step>

  <Step title="Save">
    Click **Save** to move the tab.
  </Step>
</Steps>

## Delete Tab

Remove a tab from its item.

<Steps>
  <Step title="Open tab menu">
    In the tab list, select the tab and click the dropdown menu.
  </Step>

  <Step title="Select Delete">
    Click **Delete** to open the Delete Tab dialog.
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** to remove the tab.
  </Step>
</Steps>

<Info>
  Deleting a tab removes its configuration but does not delete Salesforce data.
</Info>

<Info>
  Actions are disabled if the user does not have permission.
</Info>