Control current form tab via rules

Vladi Gubler
Vladi Gubler
December 29, 2020 | Products

Hi,

Tabs and Accordion controls are extremely helpful when you build complex forms. By separating multiple columns into different tabs, you can create forms that are smaller, easier to navigate and clearer, while still collecting all the information you need.

Tabs have another, equally important purpose. By assigning different permissions to tabs, you can designate each tab as a stage of your business process, hiding and locking tabs based on the current user's identity, type of form and column-based conditions. For example, you can place all the approval related columns on the Approval tab and only allow managers edit columns on that tab and that only when the status of the form indicates that is it being submitted for approval.

In some cases, you want the form to open with a certain tab being active (such as the Approval tab for the manager) or maybe you want to switch the current tab dynamically, based on the values you enter.

And now, you can!

  1. Open your form in Form Designer. Add a Tabs control if you don't already have one. You can also use an Accordion control with Collapsible mode enabled. Add your columns to the tabs based on your business requirements.
  2. Make sure the Tabs control is selected (selected control has a blue border), click on it to select.
  3. In the right pane you will find Rules section.
  4. Add a new rule. In my case, I want the Approvals tab to be selected in Edit form when the Approval column value is N/a (not available).

    Note: rules are not really aware of tab names, as those might change. Instead, the rule sets the tab based on its position. If you change order of tabs, you need to update your rules.
  5. Save your rule and publish your form.
  6. Go to your list and open item, it should now open with the active tab set according to your rules.

This is another great and useful feature that helps you create amazing forms that your users will love!

Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.

UltimateForms

Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Related Topics

Infowise logo
© 2021 - Infowise Solutions Ltd
Microsoft partner logo
GSA Schedule

What is right for you?

Sandbox

Get acquainted with UltimateForms from the end user perspective
  • No installation or registration required
  • Experience 14 pre-built business solutions
  • End-user access only, cannot modify settings
Let's go!

Online Trial

Create a trial site in our environment and explore features of UltimateForms
  • Full control of the site
  • Full access to all settings
  • Optionally pre-install one of our business solutions
  • Site provisioned automatically
  • Register for 30 day trial
Register Now

Installation

Get UltimateForms in your own environment
  • Start working with your real users and data
  • Install either on SharePoint Online or on premises
  • Register for 30 day trial
  • Trial can be converted to paid license
Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.