Add tabs to form templates

Use these instructions to add tabs to form templates.

Only individuals who are part of the administrator group can access this feature.

The form designer Java™ applet does not automatically close and clear from memory after starting. Complete and save any changes to a form template.

To add a tab to a form template...

1. Click Configure System > Design Forms.

2. Choose either to open a file with the Java Web Start Launcher or save the file. Click OK. If you chose to save the file, locate the file and run it in the Java Web Start Launcher.The form designer applet is displayed.

3. In the left pane, double-click the wanted category folder to display the object profiles for the entity type. Double-click the wanted object profile to open the template for that profile. The form template associated with the object profile is displayed in the middle pane.

4. Click Tab > Add Tab. A new tab is displayed in the form template.

5. To name the new tab, click Tab > Rename Tab.

6. Enter a name for the new tab in the entry field, and then click OK. The name of the new tab is displayed in the form template.

7. Click Form > Save Form Template, and then click OK when a message is displayed, indicating that the form template is saved successfully.

Parent topic: Customize form templates