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Oct 11, 2023

How to create tabbed SharePoint forms in Power Apps and its alternative

Customer Support Engineer

In this Power Apps tutorial, you'll find out how Power Apps form tabs are added, how the tabbed form is configured, and what steps are required for SharePoint form tabs to function. We'll also showcase a potential alternative in a few easy steps and highlight its advantages.

In this article

What is a tabbed form?

A tabbed form, or a form with tabs is a form that is split into sections:

  • Each tab, or section, has its own selection of fields or controls
  • When tab's button is clicked, this tab is selected and other tabs are hidden
  • This helps to structure a form, making sure only some parts are loaded

A tabbed form can be much easier to handle and complete, as it's logically split into sections, thus this functionality can be highly desirable.

How to create a tabbed form in PowerApps

In this section, we'll go into detail on each step necessary to setup a tabbed form in PowerApps:

  1. We'll show how to setup a list
  2. Configure a form, add buttons
  3. Write all the required formulas for the tabs to function.

SharePoint List setup

First of all, you need to create a SharePoint List with all the required columns. In this case, we've created a Projects List with details related to the project, client and team that are responsible for the project:

sharepoint-list  

My list has the following columns:

sharepoint-list-columns  

Then, you need to click on Form Settings:

form-settings  

And customize the form in Power Apps:

customize-in-powerapps  

Create PowerApps form with buttons

On the form in the PowerApps, make sure have all the desired columns:

form  

If some are missing, you can add them:

add-fields  

Then, add buttons to the top of the form, to switch between tabs, in this case, we've added Project, Client and Team:

buttons  

We'll use these buttons to show/hide fields, making them function as tabs.

Customize buttons to hide/show tabs

In order to add functionality to buttons, select each button, and customize their functions.

For each button, customize the following functions:

OnSelect

  • Project:
Set(formTab, "Project")
  • Client:
Set(formTab, "Client")
  • Team:
Set(formTab, "Team")

set-project  

DisplayMode

  • Project:
If(formTab="Project", DisplayMode.Disabled, DisplayMode.Edit)
  • Client:
If(formTab="Client", DisplayMode.Disabled, DisplayMode.Edit)
  • Team:
If(formTab="Team", DisplayMode.Disabled, DisplayMode.Edit)

project-disabled-enabled  

Show/hide fields on button click

Then, you need to select all fields and other elements for each tab, and customize their visibility function:

Visibility

  • Project fields:
If(formTab="Project", true, false)
  • Client fields:
If(formTab="Client", true, false)
  • Team fields:
If(formTab="Team", true, false)

field-visible  

This will ensure that the fields are only displayed when a tab is selected.

Final result: tabbed form in SharePoint

Save and publish the form. As a result, you'll get the following form in SharePoint:

animated  

Is there an easier way to build a tabbed SharePoint form?

If you're looking for an alternative approach, don't want to write complicated formulas, deal with clunky UI, or if you want more control over your form, you can check out Plumsail Forms for SharePoint.

Same functionality can be achieved by simply opening form in an editor, dropping Tabs container, creating tabs and dropping fields into them:

plumsail-designer  

And it looks the same, if not better, in SharePoint:

plumsail-tabs  

Alternatively, you can utilize Accordion container where multiple sections can be opened at once:

plumsail-accordion  

Or even a Wizard, where each step comes after previous one is complete, and you can make a logic sequence in which your form needs to be completed:

plumsail-wizard-error  

Try Microsoft Power Apps alternative for free

The product is very easy to install and use, get started with 30 days free trial of Plumsail Forms for SharePoint Online by following the installation instruction in our documentation, which includes a full video walkthrough.

If you're using SharePoint 2019 or Subscription Edition, follow the SharePoint On-Premises installation guide.