Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365

Welcome to our Our Article on “Create Tabs with Tab Permission using Infowise Ultimate Forms in SharePoint Online Office 365”. In this article, I am going to explaining how to create tabs, and also how we can show or hide tabs using tabs permission using Infowise Ultimate Forms in SharePoint Online. Tabs are important views and a very common requirement for business users. Users want business users should see tabs which they have permission only.

Business Requirement:

For example, I have created a list and then I am going to create two tabs using Infowise Ultimate forms. One for student registration form and one for Trainer and fee details. Student views the Student registration form tab only, the Trainer and Fee Details tab hiding to the Student. Student request for course details sends mail to the Admin. Then Admin will send back the mail with Trainer and fee details. If you are new Infowise Ultimate Forms then I would like you to read my previous posts, and you will be able to know how you can do lots of things without using any code.

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Step 1: I have created a list in my SharePoint Site Known as “Student Details” which has few columns like below. Step 2: Go to the List tab and click on the Design button as shown below. Step 3: In Infowise Ultimate forms, go to Configure Layouts and Permissions and click on Tabs and Tab permissions.

• I have created two tabs One is Student Registration form and Trainer and fee details as shown below.
• Creating Student Registration Tab, In the tabs section, enter Name and Description for tab and click on Add Button now tab will be created as shown below.
• Next, go to the Tab-column Association, select column form the Columns in the list and add to the Columns in tab one by one.

• Next, go to the General Settings, select display as ” Tabs “from the drop-down and Click on Save button.

•  Next, Create another tab and named it as Trainer and Fee Details. Fallow the same steps for the tab creation as shown above.

Step 6: Go to your list and click on new Item, two tabs will appear as shown below.

• Next, Click on Trainer and fee Details tab. It will appear as shown below.

Step 7: Add permissions to tabs in Infowise Ultimate forms for Office 365.

• I have added permissions to Student Registration form tab as shown below.
• I have added Write and Read permissions to this tab. When it is in Read mode the student cannot be able to modify the data.
• Go to Tab Permissions, adding permissions follow the steps.
• Permissions level: Write
• Apply in Forms:  New Item
• Click on Add Button.
• Do the same steps for the Read Permissions also.

• Go to Tab Permissions, adding permissions follow the steps.
• Permissions level: Write
• Apply in Forms:  New Item
• For Users\Groups: user1(Enter username here).
• Click on Add Button.
• Do the same steps for the Read Permissions also as shown below.

In this article, we learn about how to create the tabs and hiding the tabs based on permission using Infowise Ultimate forms for office 365 in SharePoint online. In the next article, we will learn how to create the “collapsible tab” and “All Columns” tabs using Infowise Ultimate Forms. If you have not tried Infowise Ultimate Forms, then you can download a trial for Infowise Ultimate Forms for Office 365 and try out the features.