Tab configuration

 

In Award Force, tabs are used to break up an entry form into smaller, easier to navigate segments. You can think of these as pages or sections of the form that provide context to users on what is needed or can be expected at a glance.

While at least one single tab is required, there is no limit to how many tabes can be used in an entry form. Take a look at the Adding tabs video below to learn how to create tabs using the Form editor.

Tab types

There are four types of tabs as follows:

Start here tab (default)

  • While the name of the Start here tab can be changed, the location of this tab cannot be changed and the tab cannot be deleted. This tab is required by the platform for the entry form to be functional 
  • The Start here tab presents two to three system fields which are also required for the entry form to be functional, those system fields are: 
    • Chapter selection: applicable on the Professional plan only and only with multi-chapter accounts
    • Category selection: a list of categories an entrant can choose from, per entry
    • Entry name: a field used to name the entry, making each entry identifiable and human-friendly 
Important: it is strongly recommended to keep fields on the Start here tab to a bare minimum, using the system fields only (category selection, entry name and, if applicable, chapter selection), where possible. The reason being is once the Start here tab is completed and saved, the entry is saved to the database and continuously autosaves thereafter. If the Start here tab has many custom fields or takes a long time to complete, there is a greater risk the entrant may lose information due to expired browser sessions or internet/network connection errors.

Fields tab

  • The Fields tab is the basic/standard tab type
  • The Fields tab is the most common and most used tab type
  • All entry field types can be placed on a Fields tab
  • There are no limits to how many Field tabs can be used
  • Field tabs can be configured as category-specific fields
  • All Field tabs have their own label

Contributors tab

  • The Contributor tab is used for collecting records of information
  • A common use-case for the Contributor tab is to collect team member details
  • There are no limits to the number of contributor records per Contributor 
  • There can be multiple Contributor tabs
  • Each Contributor tab can be configured with a minimum and/or maximum number of contributor records
  • Contributor tabs can be category-specific
  • Contributor tabs use Contributor fields
  • The term contributor is a system label but may refer to: team members; project participants; partners; companies; etc

Attachments tab

  • The Attachment tab has a specific feature which is only available on the Attachment tab, the option to upload attachments to an entry, either one at a time or in bulk
  • Attachment requirements associated with the Attachments tab can be configured, options include: 
    • setting a minimum and/or maximum number of attachments allowed
    • setting the maximum file size limit, applicable to all file types
    • setting the type of files accepted (i.e. .doc, .xls, .pdf, .jpg, .png, .mov, .avi, etc.)
  • Currently, there can be only one Attachments tab
Note: the Attachments tab and File upload (single) field are not the same, these are two very different technologies and are treated differently in context to entry form requirements and judging visibility.

Configuring a tab from the Settings menu

  1. Go to Settings > Entries > Tabs
  2. Click Add tab to create a new tab or click the name of an existing tab to edit the tab 
  3. For new tabs, select the type of tab you want to create (see Tab types for details)
  4. Give the tab a name, the name will be used to label the tab and will be seen in the entry form
    • If the tab is for office use or strictly for review flow, deselect the Tab visible to entrants checkbox, this will hide the tab from entrants in the entry form
  5. If the tab requires a content block, select the relevant content block from the Content block dropdown field
    • Content blocks can also be created and edited from with the entry from 
    • To create content for a tab:
      1. go to Settings > Content > Content blocks and click New content block - this step can be done before or after creating a tab
      2. Go to Entries > My entries and start a new entry or open an existing test entry, then, from the tab where you want to add a content block, click the pencil edit icon
  6. Set the order the tab is displayed in (i.e. the tab's position in context to other tabs in the entry form)
    • If you don't enter an order number, tabs will be ordered based on the order they were created
  7. Save
Important: tab type and season cannot be changed after a tab has been created.

Configuring a tab using the form editor

  1. Do one of the following to open the entry form with Configuration mode on:
    • Go to Entries > My entries and either start a new entry or open an existing test entry followed by turning on Configuration mode from the top-right of the screen
    • Go to the Entries > Manage entries and either start a new entry or edit an entry from the list followed by turning on Configuration mode from the top-right of the screen
    • Go to Settings > Entries > Form editor 
  2. Select the + icon next to the list of tabs, the new tab editing tray will open
  3. Choose a tab type and give the tab a name
  4. Click Save to confirm

Reordering tabs in Configuration mode

  1. Do one of the following to open the entry form with configuration mode on:
    1. Go to Entries > My entries and either start a new entry or open an existing test entry followed by turning on Configuration mode from the top-right of the screen
    2. Go to the Entries > Manage entries and either start a new entry or edit an entry from the list followed by turning on Configuration mode from the top-right of the screen
    3. Go to Settings > Entries > Form editor 
  2. Click and drag the tab into the desired position

tabs.gif

Hiding tabs from entrants

In your configuration, you may need to create a tab that is not visible to entrants. Whether this be for internal use, consolidating fields that are part of a review flow task, or something else entirely, it's easy to hide a tab from the entrant view. To do so, simply deselect the Tab visible to entrants checkbox in the configuration tray when configuring a new tab. This can be done either in the form editor or via Settings > Entries > Tabs as shown below. 

Form editor:

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Settings > Entries > Tabs:

Screen_Shot_2021-07-27_at_8.21.02_AM.png

Video overview

Adding tabs

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