Tabs sidebar

  • Release version: Xanadu
  • Updated June 13, 2025
  • 1 minute to read

    • Learn about the components in UI Builder that enable admins to create and customize the tabs sidebar for a Configurable Workspace.

    Tabs sidebar overview

    The tabs sidebar is a flexible panel on a record page that provides agents with additional tools and information displayed as tabs.

    Tabs sidebar on a Configurable Workspace record

    Tabs component

    The Tabs component displays tabs for the contextual sidebar is configured and customized by admins in UI Builder. For information on Tabs component configurations, see Tabs UIB Setup.

    Standard record page tabs

    The standard record page template in UI Builder displays some tabs by default. If you're using a prebuilt workspace like CSM Configurable Workspace or Service Operations Workspace, additional tabs may be configured for you based on the needs of that product.

    The following components are added as tabs for the standard record page template.
    Agent assist
    Agent assist helps an agent resolve issues by providing a list of resources related to an open record's short description.
    Attachments
    The Attachments tab enables an agent to add, preview, download, or remove files from the current record.
    Form templates
    Form templates simplify the process of submitting new records by populating fields automatically.