Understanding Form with Tabs

  • Updated on Apr 25, 2025
  • Published on Apr 22, 2025
  • 2 minute(s) read
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Overview

Form with Tabs view enables you to display item information and related data organised into separate tabs. Its ideal for structuring complex forms into manageable sections, improving clarity and user navigation.

Understanding Form with Tabs

After selecting Add or View Item from the actions menu, you will be taken to the form view configured for your role.

The table below provides a quick overview of Form with Tabs View:

Action

Visual Guide

  1. The horizontal Tabs enables users to switch between different configured views.

  1. Allows you to switch between Media view and Metadata view. Your chosen preference will be automatically applied the next time you access the view, ensuring a consistent and personalised experience.

  1. The Log Time button allows you to both view your time entries added to that specific item or click  New Work Log button to add a new work log entry (see Hours App for more details)

  1. The Save button becomes active once changes have been made to any visible fields within the item view. If any required fields are missing or validation errors are present, a red badge will appear to indicate the issue—providing clear guidance on why the Save button may remain inactive.

  1. The Change Status dropdown allows you to view and select from the available workflow transitions.

  1. Launch Online Proofing for the specific item

  1. Allows users to Copy the current item to create one or more new items.

  1. Enables users to open the Share modal, allowing them to share an item, share files, and invite guest users.

  1. The actions menu, provides access to a range of additional features—including select groups, download annotated files, inactivate, and more.

  1. Navigate between the previous and next items

  1. This expandable and collapsible panel provides access to the following sections:

    1. Previews – Displays a preview based on the pre-configured media converter, depending on its settings and the uploaded file type.

    2. Files – A dedicated panel offering a consolidated overview of all configured file fields and converted renditions.

    3. Comments – Presents a complete view of all comments and replies associated with the specific item, making it easy to follow discussions in context.

  1. Toggle between displaying the fields within One Column View or Two Columns View

Displaying Inline Modules

An Inline Module allows you to display related items from a child module. Its appearance depends on the configured view, but typically they will be anchored either to the top or bottom of the page. The module can be opened, expanded, or collapsed as needed. When expanded, the header of the parent module remains visible and accessible, helping users maintain context while working.

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