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Working with Tabs

Adding a New Tab

An unlimited number of new tabs can be added to the dashboard.

To create a new tab:

  1. Click Add New Tab.
  2. Complete the attributes of each tab.
  3. When complete, click Save.
Tab Attributes
Tab Name

Type a name for the tab. Note that tab names must be unique and are limited to 25 characters.

(Optional) Input a tooltip, which will be displayed when the mouse hovers over the tab.


Select one of the layouts.


  • One, two or three columns can be displayed on a page.
  • Place the mouse over any of the layout images to see the percentages used in dividing the page width.
  • Any widget added in the tab will automatically expand to fit the width of the column containing it.

Widget and Tab Appearance

Select the necessary colors and font using the button and drop-down lists below each option.
Other Options

Hide this tab in the client file

  • Select this option to make the tab visible only in the master file. Optionally, input a condition that should evaluate to true in order to hide the tab in the client file. See Conditional Tab for details.

Lock this tab in the client file

  • Select this option to make this tab modifiable only in the master file. When locked, in any client file, the tab may not be edited or removed, and the widgets in the tab may not be moved or removed. However, users can easily change this by manually editing the Settings file and changing the value of ‘Locked’ to false.

Manage Tab Widgets

  1. Click Add to launch a dialog displaying the available widgets in the system.
  2. Select the widget(s) that should be added.
  3. Click on the Add Selected button from the toolbar to add them.
  4. When all required widgets are added, click Close. Alternatively, click on OK to add the selected widgets and close the dialog.

Note each widget can be used multiple times in each dashboard, but only once per tab. To remove a widget from the tab, click to select it and then click Remove.

Editing an Existing Tab

To edit an existing tab:

  1. Click the tab then select Edit from the drop-down menu.
  2. Edit as required. Refer to the tab attributes area for details.

Removing a Tab

To remove a tab:

  1. Click the tab then select Remove from the drop-down menu.
  2. To remove more than one tab at a time or to remove a tab without first selecting it, click Options and select Manage Tabs from the drop-down menu.

Sort/Manage Tabs

The order of the tabs can be changed using the Manage Tabs dialog.

To sort tabs:

  1. Click Options and from the drop-down list select Manage Tabs.
  2. Click on a tab in the table, and click either Move Up or Move Down to move the tab to the left or right.
  3. Once tabs are in the required order click Save.

The options to remove, hide and/or lock a tab are also available in the Manage Tabs dialog.

To remove a tab:

  1. Click on the tab to be removed, right click and select Remove.
  2. Once the desired tabs are removed, click Save.

To hide a tab:

  1. Click on a tab to be hidden, right click and select Hide.
  2. Once the desired tabs are hidden, click Save.

To lock a tab:

  1. Click on a tab to be locked, right click and select Lock.
  2. Once the desired tabs are locked, click Save.

Conditional Tab

Conditional tabs are displayed in the client file only if a condition is true. The condition is considered true if it evaluates to 1, true, or t; case is ignored.

The format and content of this condition should be the same as a CaseView cell calculation. See the CaseView Help for details on cell functions.

  • This condition is evaluated repeatedly every five minutes approximately.
  • If the condition is true, the tab will not be visible in the client file.
  • To create a conditional tab, see Add New Tab | Other Options.

This online help system applies to all Caseware Audit, Review and Compilation products. Not all features are available in all products.