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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Multiple forms or hide tabs and sections

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Posted on by 32

Hi,

Would it be better for good practice and performance to create two different forms or to hide tabs and sections and only have one form? It's not a security concern. Just to know what will be better for our organization.

Thanks

I have the same question (0)
  • Suggested answer
    T.I.A Profile Picture
    1,760 on at

    If we're not talking about a huge amount of information I would suggest going with collapsed/hidden tabs.

    depending on whether you are using the UI or web client, your users shouldn't have any issues navigating

    UI:

    pastedimage1573492571252v1.png

    Web client:

    pastedimage1573492571256v2.png

  • Suggested answer
    PS Profile Picture
    23,577 on at

    Hi There

    A general practice is that you hide/show tabs/sections based on change in another field value of that form while you use a separate form if the user requires to see completely different information based on security roles.

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,237 on at

    If there is any security constraints then go with new form else I would suggest here to make tabs hide/show in case of huge amounts of fields.

  • Community Member Profile Picture
    on at

    Hi Pierre,

    As a rule, I create multiple forms if the users need to see completely different forms based on what role they have, or a separate url if using Power Apps.  

    However, if you just need to hide a few tabs or sections to work with various users, then using script to do that would be the most efficient way.

    So, my answer is... it depends on how much you need to change.  As you said that it was NOT a security concern, I would suggest the latter method.

  • Suggested answer
    stjanovitz Profile Picture
    on at

    It's a tradeoff that depends on the number of fields and how frequently users have to switch forms. If users don't have to switch between forms to access the fields they need, it will be more performant to have different forms for different user roles because each form will have less fields on it. See docs.microsoft.com/.../optimize-form-performance. If users do have to switch between forms frequently, users would take more time to accomplish their task with multiple forms, so the user experience would be worse and the performance increase may not be worth it.

  • LeoAlt Profile Picture
    16,331 Moderator on at

    Hi partner,

    1.For performance, using different forms with different tabs will be better cause system will cost less time to load the components on the form. But we need to configure multiple forms and it's not very convenience.

    2.For business requirement, hiding tabs will be better because it can be more flexible.

    a.We could set some tabs/sections unvisible in defaule when loading the form which will optimize the performance and we could use JS code to control the visibility of the tabs/sections to meet our requirements, like if FieldA euqals "a" then show the tabA, if fieldA equals "b" then show tab B....

    We could use "formContext.ui.tabs.setVisable()" to control the tabs./"formContext.ui.sections.setVisable()" to control sections.

    https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/clientapi/reference/formcontext-ui-tabs/setvisible

    This JS will make little impact on performance.

    Hope it helps.

    Best Regards,

    Leo

  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

    docs.microsoft.com/.../setvisible

  • eykalman Profile Picture
    1,106 Most Valuable Professional on at

    Hi Pierre

    It depends on the scenario, but usually it's better to use multiple forms if you need to.

    The default on-load behaviour of a form is to show everything, and then (using either code or business-logic) hide the fields/tabs/sections that are set to be hidden. This means that users may see the hidden items when the form opens, and then they'll suddenly disappear.

    You'll also want to think about performance, as forms will load quicker if there are less fields/less code/less business logic to run etc.

    Regards

  • Community Member Profile Picture
    on at

    If your users will see a different views of this form, work with multiple form to reduce javascript loading time, but if it's not necessary fields orders and tabs name and so on, so you can work with hide/show fields by javascript , which of those is good practice?

    I believe that it's depends on your business and process of work. so, read about your organization business and do the best for your organization

  • eykalman Profile Picture
    1,106 Most Valuable Professional on at

    Ossama

    It's better practise to use Business Logic for hiding fields, rather than javascript (assuming that you're on a version that supports this properly).

    It's also about how technology can support and enable the business, which may not be reflected in the current organisation's business processes etc

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