Create a customizable workflow tab on constituent records so tiles can be grouped by process, not just theme.

With the upcoming enhancement to WebView constituent tiles into themed tabs, one of my workflows will require constant movement between several areas of a constituent record. I rely on having these sections accessible without extensive navigation because the information is interconnected and reviewed side-by-side during entry.

I regularly work across seven tiles within a constituent record. The proposed redesign appears to split these commonly used areas across 4–5 separate tabs. I am proposing that in addition to the preset themed tabs, we have the flexibility to create a workflow tab that allows us to group tiles in a way that optimizes specific tasks.

  • Guest
  • Jun 10 2026
  • Attach files