Adding Dataform Tabs

A Global Administrator with an Advanced Administration certificate can add tabs to a parent dataform in Dataform Admin. Each tab displays a child dataform on the parent form.

Before you add a tab, create the tabbed dataform in Dataform Admin. Include a field with the Parent Form element type (i.e., datatype) that points at the parent form where you want the tab to appear. See Configuring parent form datatypes.

Note: 

• By default, you can add up to five tabs to a parent dataform. If you need more tabs, please log an extranet case or contact Professional Services for assistance.

• A dataform that is itself a tab, or that is used for lookup group metadata, cannot have tabs. A dataform that has its own tabs cannot be added as a tab.

• If the tabbed dataform has a field (other than its Parent Form field) with the same field name as a field on the parent form or on one of its existing tabs, a validation error message similar to the following displays listing all conflicts that must be cleared before the tab relationship can be saved:

   

  

To add dataform tabs:

1. Go to System Admin > Advanced > Dataform Admin.
   
   The Dataform Admin dashboard opens.
   
   
2. Search for the parent dataform and open the form.
   
   The Dataform Properties form opens.
   
   
3. In the Action Center, click Tabbed Forms.
   
   The Tabbed Forms list displays.
   
   
4. Click Add.
   
   The Tabbed Form dialog box opens.
   
   

5. In the Dataform list, select the tabbed dataform.
6. Provide a Display Order. This is the order in which the tabs will appear at the top of the dataform. The display order is numeric.
7. Optionally, enter a Tab Friendly Name. This is the alias name that displays as the tab label in place of the dataform name.
8. Click Ok.