Tab configuration

The application process is broken down into pages, or tabs, that allow you to group like fields together. You can add and configure as many tabs as you need for your application process.

Tab types

There are five types of tab as follows:

Start here tab (default--previously called 'Details')

By default with a new account, there is one tab already configured, with the name "Start here". While this tab can be renamed to fit your program's needs, there can be only one "Start here" type tab and it cannot be deleted or moved into another position. The reason for the strictness of this tab is that the very first and absolutely required fields for an application are fixed to this tab in the first position. Those fields are:

• Category selection
  Categories are displayed in alphanumeric order, grouped by parent category, if applicable.
• Application name
  An application name is necessary as a reference 'handle' for the application. Many areas in the platform, like the Applications list view, use the application name as the primary human-friendly identifier of an application. The label for the application name can be overridden; see: Interface text changes.

General tab type (previously called 'Fields')

This is the basic/standard tab type - as many field tabs can be created as necessary.

Contributors tab type

This tab type is for listing multiple contributors. Contributors are a system label but may refer to team members, project participants, partners, companies, etc. Fields that are configured for this tab type will duplicate for each contributor an applicant adds, see: Configure contributor fields. Multiple contributor tabs may be created if required (e.g. for different groups of contributors to an application).

Attachments tab type

This tab type is for adding multiple application attachments, like supporting documents, files, and links to an application. Limits can be set for the total number of combined files and links accepted, the size of files accepted, and even the type of file accepted (.pdf, .png, etc). For video uploads, a minimum or maximum length in seconds can be configured. For image files, parameters for maximum and or minimum height and weight in pixels can be assigned. Multiple attachments tabs may be created if necessary. 

If your configuration does not require an attachments tab, go to Settings > Applications > Tabs in the Manage workspace, select the checkbox next to the tab, then click Delete. 

Referee tab type

This tab type allows applicants to trigger an action flow task to be sent to their referee(s) prior to the submission of the application. Applicants must provide, at minimum, a referee's name and email address to trigger the action stage though additional fields may be configured by program organisers. Multiple referee tabs may be configured to fit your needs. Parameters include the ability to assign the tab to all or some categories and set a minimum and maximum number of referees the applicant must input. 

To learn more about referee action, see our guide: Configure a referee action.

Eligibility tab type

This tab type allows grant managers to configure a score-based eligibility threshold that applicants must fulfil to complete their application when paired with auto-score fields. While this tab can be made category-specific like other tab types to suit a variety of requirements, specific notifications can be sent to applicants based on whether or not they are eligible to apply. 

Configuring a tab using the form editor

1. In the Manage workspace, navigate to Applications and click Edit form
   
   Note: for accounts utilising multiple forms, select the form you wish to edit from the drop-down that appears.
   
2. In the top right corner of your screen, toggle configuration mode to on
3. Select the + icon to the right of your existing tab/s
   
4. Continue configuring field as outlined below
5. Save

Configuring a tab via the Settings menu

1. In the Manage workspace, go to Settings > Applications > Tabs
2. Click Add tab - by default, a tab will be created for the currently viewed season
3. Select the Type to create, see: Field types
4. Name the tab - this name will be used on the tab itself when creating/editing applications
5. If the tab is for office use or strictly for action flow, deselect the Tab visible to applicants checkbox
6. Optionally set a content block to display at the top of the tab. Only content blocks of the type "Tab info box" are available for selection. To create content for a tab, go to Settings > Content > Content blocks in the Manage workspace and click New content block - this can be done before or after creating a tab
7. Save

Important: tab type and season cannot be changed after a tab has been created as this has the potential to create data problems.

Reordering tabs using the form editor

1. In the Manage workspace, navigate to Applications and click Edit form
2. In the top right corner of your screen, toggle on configuration mode
3. Simply click and drag the tab into the desired position