Key Points

• Sections organise forms within the left-hand menu.

• Each section must contain a Primary Form.

• Sections can also include Tabs with additional forms.

• Icons, order, and visibility can be customised.

• Tabs help organise related forms within the same section.

Preparing Your Forms

Before creating a section, you must first create the form(s) that will belong to that section.

For more information on creating forms, click here 

At minimum you need:

• One Primary Form

Optionally, you can also create:

• Secondary Forms

Secondary forms can be placed inside tabs within the section.

In this example we created:

• A Primary Form

• A Secondary Form

This allows us to demonstrate how tabs work.

However, a section can function perfectly with only a primary form if additional tabs are not required.Accessing the Sections Menu

To create a new section:

1. Go to the System Menu.

2. Select Sections.

This opens the Section Management Page.

Understanding the Sections Page

Here you will see a list of all sections in the system.

Information displayed includes:

• Section ID

• Icon

• Section Name

• Description

• VSite Status

• Menu Order

• Last Modified Date

• Date Added

• Active / Inactive Status

From this page you can:

• Search for sections

• Adjust section order

• Activate or deactivate sections

• Change icons

• Review section configuration

Creating a New Section

Click Add New Section in the top right corner.

This opens the Section Details page.

Step 1 – Name the Section

Enter a clear section name.

Example:
Participant / Client Section

Choosing a descriptive name helps users easily identify the section in the left-hand menu.

Step 2 – Add a Description (Optional)

Descriptions are optional but can help explain the purpose of the section.

Step 3 – Select the Primary Form

Choose the form that will act as the main form for this section.

This is the form users will interact with when they open the section.

Step 4 – Choose an Icon and Enable or Disable the Section

Select an icon from the available list.

Icons help users visually identify sections quickly.

Choose something meaningful to the section’s purpose.

You can choose whether the section should be:

• Enabled → Visible to users

• Disabled → Hidden until ready

Step 5 – Set Section Order

The Order determines where the section appears in the left-hand menu.

Example:

• 0 places it at the top of the list.

Adjust this depending on where you want the section to appear.

Step 6 – Save the Section

Click Save.

Your section is now created and will appear in the left-hand menu.

Adding Tabs to a Section

Tabs allow you to organise multiple forms within the same section.

This keeps related forms grouped.

Creating a Tab

1. Open your section.

2. Click the Tabs tab at the top.

3. Select Add Tab.

Configure the Tab

Enter the following details:

Tab Name
Example: Test Tab

Description
Optional description explaining the tab.

Tab Type
Always set to Collection.

Enable / Disable
Leave enabled to make the tab visible.

Order
Controls tab position if multiple tabs exist.

Tab Colour
Choose a colour to distinguish the tab visually.

Example used: Pink

Click Save.

Your tab is now created.

Assigning Forms to Tabs

Once a tab is created, you can add forms to it.

Adding a Form to the Tab

1. Go to Tab Forms.

2. Select your tab (e.g., Test Tab).

3. Choose the form you want to add.

4. Click Add Form to Current Tab.

5. Click Save.

The form is now linked to the tab.

Testing the Section

After setup, open the section from the left-hand menu.

You should see:

• The Primary Form

• The Tab

• The Secondary Form inside the tab

Create a test record to confirm everything works correctly.

Section Permissions

For more information on Section and Form Permissions, click here 

Summary

Creating sections allows you to organise forms in FlowLogic effectively.

The process involves:

1. Creating a Primary Form

2. Creating a Section

3. Assigning the Primary Form

4. Creating Tabs (optional)

5. Adding Secondary Forms to Tabs

By using sections and tabs effectively, you can create a clean, logical system layout that makes it easier for users to navigate and manage records within FlowLogic.aw