> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upshiftcloud.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Record Pages

> Customize the layout of individual record detail pages with tabs and widgets.

## Overview

When you open a record in Upshift, the detail page is composed of **tabs** and **widgets**. Both are fully customizable per object type.

## Tabs

Each record page can have multiple tabs — similar to tabs in a browser. Use them to organize different aspects of a record. For example, a Company record might have tabs for Overview, Communication, Tasks, and Files.

You can:

* Add and remove tabs
* Rename tabs
* Reorder tabs by dragging
* Set which tab shows by default

## Widgets

Widgets are the building blocks inside each tab. Available widget types include:

| Widget | What it shows |
| - | - |
| **Fields** | Record fields, grouped or individually |
| **Related records** | Table of records linked via a relation |
| **Emails** | Email history from connected accounts |
| **Calendar** | Calendar events associated with the record |
| **Timeline** | Activity and event history |
| **Tasks** | Associated tasks |
| **Notes** | Rich text notes |
| **Files** | File attachments |
| **Charts** | Visual data from related records |
| **iFrame** | Embedded external content |
| **Rich text** | Static content or descriptions |

### Editing related records

Related-record table and kanban widgets are editable by default. To make one read-only:

1. Open the record page layout editor
2. Select the related-record widget
3. Turn off **Allow editing** under **Data and display**

For tables, this prevents cell editing. For kanban boards, it prevents editing cards, moving them between columns, and creating records. Role permissions still apply when editing is allowed.

## Customizing a record page

1. Open any record
2. Press `Cmd+K` and search for "Edit record page layout"

or

1. Go to Settings → Data Model → object of your choice → Layout

2. Click the "Customize record page" button for that object

3. You're now in customization mode:
   * **Add widgets** from the widget picker
   * **Drag widgets** to reposition them on the grid
   * **Resize widgets** by dragging their edges
   * **Configure fields** shown within each widget
   * **Manage tabs** — add, remove, rename, reorder

4. Save your changes — they apply to all records of that object type

## Field visibility

Within a Fields widget, you can control which fields are visible and in what order. This lets you create focused layouts — for example, showing only the most important fields on the Overview tab and putting detailed fields in a separate tab.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.