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Comment: Migration of unmigrated content due to installation of a new plugin
Uxstatus
review
review
Will only change currently selected tab to look like an arrow

Goal

The single-page complex form allows to fill in larger amounts of data and replaces the existing form with horizontal tabs. The main characteristic of this form is that it provides an instant overview over all key values, even those contained in other tabs (see also UX:the explanation below).

The data sets the form collects are organized using vertical tabs to make the forms wider than high. Inside a single form, the fields used to obtain the actual data can be grouped using various grouping elements such as blocks and field sets. In fact, the single-page complex form builds on the same principles as the standard form and also uses the same mechanisms to show notification messages.

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Mockup
Single-page form
Single-page form
1Version2
NameSingle-page form

Vertical tabs, which are currently not topped, use one short line to show the key values of the aspect they represent. These value lines are emphasized compared to the actual title of the tab. If you look at all vertical tabs at once, it is very easy to get an overview of all currently hidden values.

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Mockup
Exploded view
Exploded view
1Version2
NameExploded view

The form uses vertical tabs to split a larger form into several sections called aspects containing one sub form each (3). Each aspects receives one vertical tab. If an aspect has several topics, which you don't want to or can't spread over several tabs, you may use horizontal tabs on layer 4 as an additional measure to sub divide one sub form into several sub sub forms (4). The fields on these forms may then be grouped even further: layers 5 and 6 correspond exactly to the two inner-most layers 3 and 4 of the standard form (see there).

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Properly structuring and arranging form elements is often a UX task, but one that should be somewhat straight forward in this case, if you have a clear understanding of the type and structure of your data and use the UX:grouping elements described above according to their intent. Try to place all mandatory values into the first form of the first tab. The idea is that these important fields pop up immediately as soon as the form shows up. In a typical case, I would only have to look at the first form, fill in values there, glance over the summary texts of the other tabs to verify if the defaults match my expectations, and if they do, click save. I should not have to click through every tab sequentially once I'm accustomed to a form and don't have any extra requirements.

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If the form is shown in a dialog, it will have to adjust its height to accommodate previously invisible form elements or messages - it does so by using a transition showing the dialog growing in size. Try to avoid scrollbars, if possible. If you must use a scrollbar, check out the concept for UX:long forms below.

The dialog only reduces its height, if the reduced form occupies less than 2/3rds of its current height. This avoids too many movements in the interface. If a dialog chooses to not reduce its height, the superfluous whitespace is inserted right above any possibly showing field description, or else above the bottom edge of the form. E.g. in the first mockup on this page, this would be between the last field and the field description.

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Mockup
Form using preview
Form using preview
1Version2
NameForm using preview

Long forms

If a sub form has many elements, add a scrollbar inside the tab to allow to scroll it. If there are too many tabs, consider re-engineering the form or splitting it up into a multi-step process, if applicable.

If that is not possible, add a scrollbar on the very right to allow the tabs to be scrollable as well. Note that a possible preview will scroll as well - this is almost certainly not what you want, so consider splitting up the form entirely.

Mockup
Long form
Long form
Version1
Name1Long form

Please also note that messages must not scroll - an error message at the top of the form or a field description below must be sticky. The scrollbar on the right edge should only scroll the tabs (and a possible preview). See the remark on long standard forms for a approximative visualization of this requirement.