Working with Tabs

Tabs provide the outline and structure of your form. They contain rows, which group your form questions. You can add as many tabs as needed to group related questions/information within the same form. Each form has at least one tab even if your form is only one page long.

Tab Formats

You can choose between vertical and horizontal tab displays, or you can choose "None" to hide the tab navigation from users. Hiding the tab navigation from users will force them to use buttons to navigate and complete the form in sequential order. For more information on how to update the tab format, see "Change the orientation of the tabs" in the How-To section below.

How To

1. Log in to the campus portal as an administrator and access J1 FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you want to update. The admin view of the form displays.

4. Click Add Tab. The New tab pop-up appears. Example

5. In the Name field, enter an easily recognizable name for the tab.

6. To hide the tab from form users, select the Show only in Workflow edit mode checkbox.

7. Click Save. The New tab pop-up closes and the new tab is added to your form.

You can update the tab name or make it available in J1 FormFlow - Workflow.

1. Log in to the campus portal as an Administrator and access J1 FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you want to update. The admin view of the form displays.

4. Right-click the tab and select Properties. The Edit item window appears. Example

5. In the Name field, update the tab name as needed.

6. To hide the tab from form users, select the Show only in Workflow edit mode checkbox.

7. Click Save. The Edit item window closes and the tab is renamed.

Tabs can be reordered using drag and drop.

1. Log in to the campus portal as an Administrator and access J1 FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you want to update. The admin view of the form displays.

4. Hover your cursor over the tab to be moved until it turns to crosshairs.

5. Click on the tab, hold, and drag to position the tab in the desired order.

When you delete a tab from your form, you also delete all questions on that tab.

1. Log in to campus portal as an Administrator and access J1 FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you want to update. The admin view of the form displays.

4. Right-click the tab and select Delete. The delete confirmation window appears.

5. Click OK. Several things happen:

a. The delete confirmation window closes.

b. The tab and any related questions and mappings are deleted from your form.

1. Log in to campus portal as an administrator and access J1 FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you want to update. The admin view of the form displays.

4. On the Form Admin toolbar, click Form Settings. The Form Settings view appears.

5. If not already selected, click the Definition tab.

6. From the Tab Orientation drop-down, select Vertical, Horizontal, or None, according to how you want the tabs to appear to users. Example

Vertical - Makes the tab appear vertically along the left side of the form.
Horizontal - Makes the tabs appear horizontally along the top of the form.
None - The tabs will not appear on the form.

7. Click Save settings.