Adding Tabs to SRC

Use custom tabs to provide information relevant to your users. Custom tabs can display SBM reports, external URLs, and Work Center activity views, which provide easy access to items from one or more feeds.

For example, you may want to use a custom tab to display the activities of an organization, such as IT or HR, or you may want to provide access to your company's intranet sites.

You can also add reports, URLs, and activity views directly to the Catalog tab so they are visible when users open SRC. See Defining Sections.

To add a tab to SRC:

1. Select Customize | Request Center Portal.
2. Click Add Tab.
3. Select Add URL, Add Activity, or Add Report.
   Note: If you have enabled legacy tabs in SRC properties (Customize | Request Center Properties), you can also select Add Legacy Approvals or Add Legacy Requests. To configure these tabs, refer to Configuring the Approvals View and Configuring the Requests View.
4. Enter a title for the tab and use the slider to specify where the tab should appear in the display order.
5. Depending on the type of content, do one of the following:
   • URL
     Provide a URL for a Web page, such as your company intranet. Click Preview to ensure that the page loads as intended. Note the following requirements:

     • The URL must be valid.
     • The URL response header should not contain x-frame-options equals deny or cross-origin.
     • When SSL is enabled, you can use only https resources for both external and internal hosts.
     • Users should have enough permissions to view the content.
     • If you add a URL to an SBM report, you must use the Reference Link (not the Direct URL link).
   • Activity

     Use the search tool to locate and select a Work Center activity view. Note that users should have access to the activity view you select.

   • Report

     Use the search tool to locate and select an SBM report. Note that users should have access to the report you select.

6. Click Save to add the tab.
7. To exit edit mode, click the Quit edit mode link or select Customize | Request Center Portal again.

To edit or delete a tab:

1. Select Customize | Request Center Portal.
2. Click the edit or delete icon under the tab.