How to create a Form with Tabs View
To create a Form with Tabs, follow these steps:
Navigate to the Module View Library (see Manage Views for more details)
Locate Form with Tabs and click on the card.
Click Add New Form with Tabs to open the configuration wizard.
Enter a Name and, optionally, a Description.
In the People with access field, define whether you wish to All users or whether you wish to Selected Access Rights to have access to the view.
Note: Currently, users can only view one active view at a time. If they are granted access to multiple views, the system will display the first view in the list (in alphabetical order).
An image highlighting the General settings of Form with Tabs View
Navigate to the New Item Form tab or click Next.
Choose which file fields should be displayed when user adds a new item by selecting them in “File Fields” field. Selected fields order can be adjusted.
Customise which fields should be displayed when a user adds a new item by dragging them from the Available Fields list to the Fields to Add Item list in Item Form section. Adjust the order of fields to suit your needs.
An image highlighting the New Item Form settings of Form with Tabs View.
Navigate to the Main Tab (Default) tab or click Next.
Enter a Name.
Chose what content appears in the tab:
Item form only – Default content type.Displays form fields, file fields, activity log and item comments
Item form + Inline modules – Displays form fields, file fields, activity log, item comments and inline modules together
Inline modules only – Displays only inline modules
Next steps are relevant for Item form only and Item form + Inline modules content types:
In the File Fields dropdown, select which file fields to be shown in tab, and adjust the display order as required.
Choose whether to enable or disable the Show Item Comments toggle.
In the Activity Logs dropdown, select which change logs you would like the view to include: Field Logs, Download Logs, Workflow Logs, Version Logs, and Sharing Logs.
In the Item Form section, drag and drop fields from the Available Fields list to the Fields to Show list, and adjust the display order as required.
An image highlighting the “Item form only” content type of Item View Tab settings of Form with Tabs View
Next steps are relevant for Item form + Inline modules and Inline modules only content types:
Define whether you also want to display Inline Modules on the tab. Click Add Inline Module to display items in a related module.
In the Inline Module dropdown, select the related module.
In the Link Field dropdown, select the field that relates the two modules.
Decide if you wish to enter a custom Sub-Tab Name. If empty the name of the inline module selected will be used.
The Add Button Label will be pre-filled with "Add". You can change this to suit your business requirements.
In the Default Module View dropdown, select the default view you wish to display.
Define whether View Selection should be Static or Dynamic:
If set to Static, choose your Preferred View—either the Default View or the Last View Selected.
If set to Dynamic, you can change the module view based on metadata entered by the user. Select the Field that triggers view selection, then complete the mapping table by defining each value and its associated view.
Decide whether you wish to Enable Merge PDF (see Download Merged PDF for more details)
Click Add Inline Module for each related module you wish to display
An image highlighting the “Inline Modules” section of Item View Tab settings in “Item form+Inline modules”/”Inline modules only” content type
For the final stage, click New Tab to define additional tabs you wish to display in the form, selecting content type whether to display Fields or an Inline Module or together as appropriate for each stage.
Click Create to confirm your settings and create the view.
Note: New Item Form as well as tab with Item form only or Item form + Inline modules content type can’t be created with empty Item Form section