How to create a tab

Please note that this tutorial uses a control created in the How to Create a Control tutorial.

  1. Go to the Tools tab on the toolbar and click New/Load on the Screens panel.
  2. Under Trainee, double click *(New Tab).
  3. Call the tab Example Learner Tab and save it.
  4. On the left panel, go to the Controls section at the bottom.
  5. There are four types of controls available here:
    • Standard – These are the basic control types, such as text boxes and checkboxes, not linked to any field. They can be manually linked to a field by completing the table name and field name parameters on the right panel.
    • User – These are user-created controls, such as the controls created above.
    • Custom – These are pre-made control groups which contain commonly used useful features.

    • Children Standard Controls – These are controls which use grids, such as visits and claims.

      Under User, locate and drag the Example Learner Details control created earlier onto the design area.

  6. At the top of the tab is the tab section header. By default this will say *(New Section). Click this and change the name to Learner Details.
  7. Go to the Layout view at the bottom of the design area.
  8. Select Screen at the top, right-click it and left click +Section to add a new section.
  9. Select the new section, right-click it and left click +Sub Section.

  10. Select the new sub-section, right-click it and left click +Column.

    Controls can only be added to a column.

  11. Back on the Preview view, you will now see a second section header. Rename this to Learner Address.

    Alternatively, you can remove a section header by selecting it and un-checking the Has Header box in the properties.

  12. From the control panel on the left, drag the Example Learner Address control onto the second section. Note how individual sections can be expanded or collapsed by clicking the button next to the header.

    You can also remove this feature from a section by selecting it and un-checking the Is Collapsible box in the properties.

  13. Finally, to enable the tab in the Trainee Editor it must be published. To do this, go to the Overview section of the left panel and check the Published box. Save your changes and close the tab.

When you open a learner, you should now see the Example Learner Tab on the left.

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