Rename record tabs for each work mode

For each kind of record and each work mode, choose what the Notes, Files, Access and Activity tabs are called, which one opens first, how notes and files look, and which modes the record allows.

In the sidebar, open Administration, then choose Work Modes under Workspace. On Workspace Experience, press Entity defaults above the profile list. The panel opens at /settings/org/experience/entity-defaults.

This is the one place that renames the notes and files tabs on a record, for example calling Notes "Site log" on work orders for people in Field Work mode. Each setting applies to one kind of record in one mode, for everyone who ends up in that mode. Which mode a person gets is set in Turn on work modes for your team and Create an experience profile.

Before you start

• Your admin has to give your role permission to write experience settings. Otherwise every field is greyed out.
• Enable experience modes has to be on. While it is off, everyone sees the plain tabs.

Steps

1. Press Entity defaults. A full-screen panel lists every kind of record. Work orders and Accounts are open; press any other, such as Projects, to open it.
2. In Entity default mode, pick the mode this kind of record starts in, or leave Auto to let roles and profiles decide.
3. Under Allowed modes, press a mode to allow or block it for this kind of record. At least one has to stay allowed.
4. Find the card for the mode you want to change, such as Field Work or Standard.
5. Type the names you want in Notes label, Files label, Access label and Activity label. Leave one blank to keep Notes, Files, Access or Activity.
6. Pick the tab that opens first in Default resource tab: Notes / log, Files / library, Access or Activity.
7. Pick Notes variant (Default notes or Field log), Files variant (Default files or Field capture) and Notes layout (System default, List or Grid).
8. Switch Show activity off to hide the activity tab for this kind of record in this mode.
9. Each change saves on its own a moment later. Close the panel when you are done.
10. Press Preview on Workspace Experience to check the result for a real team member. See Preview the layout a person gets from work modes.

What you see

• Every kind of record has a card for each of the six modes, including modes switched off in Mode catalog. A card for a mode nobody uses has no effect.
• Each record's heading line shows "Default mode:" followed by the mode's short code, for example office for Standard or field_service for Field Work.
• Renamed modes show under their new names on the cards.

If something looks different

• A message says Unable to autosave Workspace Experience.: the last change was not saved. Check your connection and make the change again.
• Blocking a mode refuses with Each entity needs at least one allowed mode.: allow another mode first.
• A team member still sees the old tab names: they are in a different mode than you changed, or Enable experience modes is off. Use the preview to see which mode they get.
• The panel's description mentions folder visibility, but there are no folder settings in it. Folders are switched on and off per kind of record in Turn on folders for a record type.

Open Entity defaults