Template Tabs tab for customizing the user interface

The display name for the new section on the Summary tab or the new custom tab.

Select summary to add a form to the bottom of the Summary tab. Use this option for forms that contain relatively few attributes and forms that users need to see frequently.

Select tab to create a custom tab specifically for the form. Use this option for forms, or groups of forms, that require their own page, as in the Printing tab example.

This option is not available for all template types.

Form

Select the form to add.

Click icon to add rule

Each section on a tab can be expanded to show all fields, or collapsed to hide fields until users want to work with them. By default, all sections are expanded.

You can build a rule that uses an if-then statement to specify conditions in which the section is expanded. If you specify a rule, the form is expanded only when the conditions of the rule are satisfied; otherwise the form is collapsed.

For more information, see Creazione di regole per visualizzare e nascondere i moduli.

Data Validation Class

System-supplied when you select a Data Validation Rules file.

Data Validation Rules

Forms that use a grid to collect data can apply an XML file with validation functions to edit check user entries. If the form that you specified in the Form field has one or more associated rules files, you select one from this list.

Visibility

Select Show in Wizard to display the new Summary section or custom tab in the series of pages that display when users create a marketing object. If you clear this option, the section or tab displays only after users save the object.

For project templates only, select Show in Request if this new Summary tab section or custom tab applies to both projects and requests. If you clear this option, the section or custom tab displays for projects only.