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Navigate and Customize Tabs

Navigate Tabs

Tabs are setup by your admin as a default for all users

Basic Tabs:

  • Home: an overview that includes Chatter, Items to Approve, Tasks...etc.
  • Chatter: a collaboration tool where you can see the recent activities performed by you and your colleagues
  • Items: where the parts, assemblies, products, documents, or software live
  • Item Revisions: allows you to view and sort by item revision rather than just item.
  • Manufacturer Parts: see the manufacturer parts, mfr. part numbers, and mfrs
  • Changes: you can find ECO (Engineering Change Order), MCO (Manufacturer Change Order) here
  • Reports: a list of records (such as Items and Change Orders) that meet the criteria you define. It’s displayed in rows and columns, and can be filtered, grouped, or displayed in a graphical chart
  • Categories: see Item categories, such as capacitors, documents...etc. Each category is connected with a Lifecycle map. This is also where the admin configures the fields to include on the Items
  • Lifecycles: for the admin to create lifecycles and to configure how Items should behave in each phase
  • Propel Setup: for the admin to import data

Customize Tabs in Salesforce Classic

Click plus (+) icon at end of all tabs

Click Customize My Tabs 

Select Propel under Custom App to make changes to Propel App

View Available Tabs 

Use Add/Remove arrow buttons to add tabs you want to Selected Tabs on right column

Click Save

Navigating Tabs in Salesforce Lightning

Click App Launcher on top-left of page

Scroll to All Items

Click app name you want to view

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Customizing tabs is not available in Lightning

Changing Default Landing Tab 

Enter Setup

Search "Apps" in the Quick Find box

Select Apps, then Edit next to Propel

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Scroll to Default Landing Tab picklist and select the desired tab

Click Save

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