Starting Detail Forms for Multiple Tabs

To launch an additional detail form to create a new tab:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, expand the uDesigner node.
Open the business process for which you want to design another tab.
In the Navigator, click Detail Form. The Forms pane opens, showing the standard detail form uDesigner automatically launched.
On the right pane, choose New > Manual. The Form Design window opens.
Note: If you prefer, you can create the form from a snapshot of another form. To do so, choose New > From Snapshot, then follow the instructions under Restoring a Version of a Design.
On the General tab, enter a name and description for the detail form, and click OK. uDesigner includes the name of the new detail form on the list in the right panel.
To create additional tabs (up to fifteen total), repeat steps 3, 4, and 5.
- uDesigner displays the name of the form on the right pane. To complete the form, use the instructions under Adding Blocks to a Form and also Adding Fields to the Form.
- For each of the detail forms you start, uDesigner automatically creates a blank line item list. To design the line item lists, see Adding an Item Log to a Detail Form.

An Extra Step for Multiple-Tab Forms

Designing forms with multiple tabs requires that you return to the properties window for the upper form and specify options that can be activated only after you have designed the detail forms for this component.

To specify upper form options for line item tabs:

Open the business process that contains the multiple tabs.
In the Navigator, click Upper Forms. The Forms pane opens.
On the Forms pane, select the name of the upper form and click the Properties button. The Form Design window opens.
Click the Options tab.
- For View forms, Unifier lists tab names on the left side of the Options > Select Actions > Line Items pane. When you click a tab name, the available option for that tab is Hide current tab.
- For Action forms, more options are available. The Line Items section shows the names of the tabs that have been created, and the list of the available Line Items options.
  Note: If a standard tab is hidden in the design, it will not be displayed at runtime. The standard tab name will be dependent on the tab name specified in the Line item list of Item logs.
1. Click the tab name on the left, and specify the line item options on the right as follows:
  If the tab should be hidden (for example, if the user should not see the tab at a particular step in the workflow), select the Hide current tab check box.
  
  Select other check boxes if you want to allow users to:
  - Add, copy, and remove line items
  - Add attachments to line items
  - Add summary line item amounts
  - Modify line items Modify the statuses of line items
2. Click OK.

Last Published Monday, June 3, 2024