--- title: "Understanding Form with Tabs" slug: "understanding-form-with-tabs" updated: 2025-10-24T14:13:05Z published: 2025-10-24T14:13:05Z canonical: "documentation.encodify.com/understanding-form-with-tabs" --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt > Use this file to discover all available pages before exploring further. # Understanding Form with Tabs ## 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. ![Job management interface displaying job details and a Sony headphone preview.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Item Form(1).png) Item Form with Tabs After click on card in **Kanban** view - Item Form with Tabs will be opened in Item Modal ![Sony headphones displayed with job information and status management details on the side.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Item Modal.png) Item Modal After click on item in **Split** view - full details of selected item are opened on right side of module view ![A pair of Sony headphones displayed against a neutral background with placeholder text.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Opened from Split view(1).jpg) Item opened from Split view 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. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.44.27.png) | | 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](/v1/docs/hours-app-1) for more details) | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Record Time.png) | | 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. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/reqiured.png) | | 1. The **Change Status** dropdown allows you to view and select from the available workflow transitions. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Status.png) | | 1. Opens Item View in Fullscreen mode(**note**: available from Item Modal and Item opened from Split view) | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Fullscreen(1).png) | | 1. Navigate between the **previous** and **next** items | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.48.33.png) | | 1. Launch [**Online Proofing**](/v1/docs/proofing) for the specific item | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.47.02.png) | | 1. Allows users to **Copy** the current item to create one or more new items. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.47.19.png) | | 1. Enables users to open the [**Share**](/v1/docs/sharing-files) modal, allowing them to share an item, share files, and invite guest users. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.47.40.png) | | 1. Allows to **Generate PDF** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Gen PDF.png) | | 1. Allows to **Select and Assign User Group(s)** to corresponding item | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Select User Groups.png) | | 1. Allows to **Download files** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Download.png) | | 1. Allows to **Download annotated files** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Dowmload Annotations.png) | | 1. The **actions menu**, provides access to a range of additional features—including **Assign to me**, **inactivate**, and more. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Actions menu.png) | | 1. This expandable and collapsible panel provides access to the following tabs that can be switched via sidebar with corresponding icons: 1. [**Previews**](/v1/docs/preview-files) – Displays a preview based on the pre-configured media converter, depending on its settings and the uploaded file type. 2. [**Files**](/v1/docs/item-files-panel) – A dedicated panel offering a consolidated overview of all configured file fields and converted renditions. 3. [**Comments**](/v1/docs/item-comments-panel)****– Presents a complete view of all comments and replies associated with the specific item, making it easy to follow discussions in context. 4. **Form -**panel that shows item form with configured fields, their content, separators.(former “Metadata” tab) | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/sidebar.png) | | 1. Allows you to switch between **Form** in item view and **Previews**in item side panel. Your chosen preference will be automatically applied the next time you access the view, ensuring a consistent and personalised experience. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Switch with Form.png) | | 1. Allows you to switch between **Previews** in item view and **Form**view in item side panel. Your chosen preference will be automatically applied the next time you access the view, ensuring a consistent and personalised experience. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Switch with Previews(1).png) | | 1. Toggle between displaying the fields within **One Column View** or **Two Columns View** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 17.08.00.png) | ### 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. ![Task management interface displaying various tasks with their statuses and durations.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Inline.png)