Summary

This article covers how to hide Tabs within the form builder. 

Overview

Hiding Tabs in Datatrak Direct is an easy process. However, there is a specific set of instructions that must be followed. This document will explain those instructions.

It would be best if you used hidden Tabs to deploy a single form across visit intervals. Certain sections of data may not be required at specific intervals. In that case, the tab can be completely hidden from the user.

Define the Conditional Action

The first step to hiding a tab is to define the conditional action. Select ANY field on the page (Tab) you want to hide. It can be any field, including a separator or label. Open the Conditional Action builder by clicking the Conditional Actions link in the Form/Page Properties section of the Form Builder. The following explains how the conditional action must be defined. Make sure to do this for every tab. Pick any field and set up that hide based on your trigger as noted below: 

Note: Remember to name the conditional action correctly by using “{Tab” as the first four characters. The tab will be hidden when the conditional action formula renders a result of “true.” The tab that will be hidden will be the field the tab is defined.

Test Conditional Action in Form

You will need to go into the form to test your conditional action. You should notice that your tabs should be completely hidden, and the conditional action has been fired upon entering the form.

Notice when opening the page, the tabs hide until you trigger the action: (Hiding on blank answer too in this example)

The trigger will now be set to show all the tabs we hid. Remember to put conditional hide with that {tab as the name on any field in all the tabs you want to hide.

For more information on the available Field Types, please visit the Field Types Knowledge base article.

Need more help?

Please visit the Datatrak Contact Information page.