Adding tabbed dataforms to a parent form

This topic provides step-by-step instructions on adding tabs to a dataform. Much of the process involves creating a new dataform. Only the key points of this process are touched on as this is well documented elsewhere. Adding tabs requires access to the dataform pipeline configuration and is only available with Developer rights in the system.

To add tabbed dataforms to a parent form:

1.

Create the tabbed dataform(s) in Dataform Administration, ensuring that you include a Parent Form datatype field, configured to point at the Parent form of the tab.

2.

In Dataform Administration, search for the Parent Dataform and go to Form Properties > Customization > Pipeline(default) > Tabs.

3.

Click Add.

4.

Select the tab dataform from the Dataform list.

5.

Set the Display Order (this is the order the tabs appear at the top of the dataform).

6.

Click Save.