Tabs divide and categorize the fields on the issue form. The Tabs on the Form Designer page can be moved up or down in the list to change the layout of the form, but most of them cannot be altered. The Workspace administrator can add custom tabs and enter any field types into the custom tabs. The default tabs on the Form Builder are:
Change Management—This tab can be moved, but cannot be customized. This tab is only displayed if the FootPrints Change Manager add-on module has been installed.
Contact Information—This tab can be moved and customized in the Form Designer. This tab can also be customized from the Address Book Field Maintenance page. The fields are added to the Address Book from Address Book field maintenance and by default are instantiated in Contact Information. The Form Designer allows them to be included/excluded. Both custom Workspace fields and Address Book fields can be displayed here. When the Form Designer is displayed, fields that have already been configured for the Contact Information tab are present.
Issue Information—This tab can be moved and customized.
Description—This tab can be moved and customized. The Description field, which is a multi-line text field, cannot be removed from the tab. Placing a field either before or after the Description field essentially changes its position on the tab.
CI Links—This tab can be moved, but cannot be customized. This tab is only displayed if the FootPrints Configuration Manager add-on module has been installed.
Attachments—This tab can be moved, but cannot be customized. The Help Text and Instructions properties of the Attachments field within the tab can be changed as follows:
HELP TEXT AND INSTRUCTIONS
Mouseover Text—Enter the text to be displayed when a cursor hovers over the field or the field name. Text is limited to 100 characters.
Help Text and Instructions—Help text and instructions can be as detailed as you like and are displayed above the field on the published form.
Show on Create & Edit—Select whether to show the help text and instructions on the Create and Edit pages of an issue:
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
If row is shown—Display the text and instructions only if the row in which the field appears is visible to the agent or customer.
Details—Select whether to show the help text and instructions on the Details page of an issue.
Never—The text and instructions are never visible to the agent or customer.
Always—The text and instructions are always visible to the agent or customer.
If field is shown—Display the text and instructions only if the field is visible to the agent or customer.
Rich Text Mode checkbox—Check the box to use the Rich Text Mode Editor to edit the instructions. The editor provides a variety of text formatting options, including font options and HTML options such as inserting an image from a file or the clipboard, linking to a URL, etc. Leave the box unchecked to use plain text for the help text and instructions. The box is checked by default.
Text field—Enter the help text or instructions into the multi-line character field.
Assignees and Notifications—This tab can be moved, but cannot be customized. Some Basic Attributes of the field can be changed.
Related Issues—This tab can be moved, but cannot be customized.
Time Tracking—This tab can be moved, but cannot be customized.
History—This tab can be moved, but cannot be customized.
User Comments—This tab can be moved, but cannot be customized.
Adding Tabs
Tabs can be added to the set tabs by either clicking the Add button at the bottom of the list of tabs or by clicking the Add Tab button in the Action section of the Palette. When you add a tab:
The new tab is displayed on the Canvas. The name of the tab is "Tab N", where N is a number. A yellow field displays the tab name. Enter a name for the tab.
When the cursor is placed within the tab on the Canvas, three icons are displayed in the upper right corner of the tab. These icons represent the number of columns in the tab layout. The default is three columns, but you can click on an icon to specify how many columns you want (1, 2, or 3).
No further action is required. The tab is not, at this point, visible in the production version of the issue. The tab will not be visible until the form is published.
Moving Tabs
Tabs can be moved up or down in the list of tabs. The position in the list determines the position of the tab on the issue page. To move a tab, position the cursor over the button representing the tab, move the cursor over the Move symbol, then hold the left mouse button down and drag the tab to its new position in the list.
Note
Changing the order of tabs or fields on this page does
not affect the database. It
only affects the display of fields in the FootPrints forms.
Deleting Tabs
To delete a tab, position the cursor over the button representing the tab and click the Trash Can symbol. Deleting tabs/sections moves all fields in that tab to the previous tab. If there is no previous tab, the field(s) go to top of next tab. If there is no previous or next tab, then the tab cannot be deleted.
Changing the Number of Columns in a Tab
By default, tabs are created with three columns of width. When the cursor is placed within the tab on the Canvas, three icons are displayed in the upper right corner of the tab. These icons represent the number of columns in the tab layout. The default is three columns, but you can click on an icon to specify how many columns you want (1, 2, or 3). The default is three columns because that is the default for the Administration| Workspace | Workspace Options on the Issue Page tab. To change the default number of columns, change that administration setting.
Columns 4, 5, and 6 are available by using CTRL-ALT while clicking on the 1, 2, and 3 buttons.
Changing Tabs
While working within the Form Designer, certain hot keys are enabled for your convenience. To change tabs, you can click on the button labeled with the tab name, of you can use CTRL-DOWN ARROW or CTRL-] to go to the next tab or CTRL-UP ARROW or CTRL-[ to go to the previous tab.
