Tab configuration

Tabs divide your application form into sections, like pages, making it easier for applicants to complete and navigate.

At least one tab is required, but you can create as many as needed.

Tab types

Start here tab

• Required and cannot be deleted or moved
• Includes system fields:
  • Chapter selection (if enabled)
  • Category selection
  • Application name
• Should contain minimal fields only as applications only begin auto-saving after the first tab has been completed

General tab

• Standard tab type
• Supports all field types
• Can be category-specific
• No limit to the number of tabs

Contributors tab

• Collects structured records (for example, team members)
• Supports multiple records per application
• Can set minimum and maximum records
• Uses contributor fields

Attachments tab

• Allows file uploads or links
• Supports images, documents, and video
• Can set limits for:
  • File types
  • File size
  • Number of uploads
  • Image dimensions
  • Video length

Referee tab

• Available on Premium plans and above
• Sends review requests to referees before submission
• Requires at least a name and email
• Can set minimum and maximum referees
• Learn more in Configure a referee review

Eligibility tab

• Available on Premium plans and above
• Uses scoring to determine eligibility
• Can hide other tabs until criteria are met
• Can trigger notifications based on eligibility
• Learn more in Configure an eligibility screener

Create a tab

1. In the Manage workspace, go to Applications
2. Click Edit form and choose a form
3. Click the + icon next to your existing tab(s)
4. Choose a tab type and name
5. Configure the available settings as needed
6. Click Save

Hide a tab from applicants

To hide a tab from applicants, deselect the Tab visible to applicants checkbox when configuring. 

Delete a tab

1. In the Manage workspace, go to Applications
2. Click Edit form and choose a form
3. Click the tab's settings icon
4. Click Delete

Copy a tab

1. In the Manage workspace, go to Settings > Applications > Tabs
2. Select the tab
3. Open the Action drop-down
4. Click Copy

Good to know

• The 'Start here' tab should remain simple to avoid data loss.
• Tab type and season cannot be changed after creation.
• Deleting a tab does not delete its fields.
• Tabs can be category-specific.
• You can attach content blocks to tabs.
• Copied tabs include all settings and fields (with “copy” added to names).

Video overview

This video does not include reference to the new referee tab.