Creating Custom Template Tabs

To create a custom template tab, go to the Template page of the project where you want to add and use your custom template tab.

Once you're on the page, select the template where you want to add your custom tab to via the template selection dropdown.

For the sake of this guide, we'll be using the default template as an example.

To create a custom template tab, click the Add new tab link. Give it a name then press Enter on your keyboard. Your new tab is now live.

Your new custom tab will be empty. To add fields, click the Add new field link.

You can select from 8 different fields to build your custom tab. The available fields are:

  1. Heading
  2. Guidelines
  3. Text field
  4. Text area
  5. Checkboxes
  6. Radio buttons
  7. Date
  8. Dropdown select

Let's explore these fields in more detail.

Heading

The heading field is for adding a heading text to organize your custom tab into different sections.

It's like when you add subheadings to your blog posts or articles to indicate different sections of it, especially if you're going to build a complex one with lots of different elements.

Guidelines

The guidelines field can be used for writing guidelines for your custom tab or parts/sections of it. You don't need to use this to add guidelines for other custom fields since they come with their own field guidelines option.

Text Field

The text field is mostly used for single-line or short text input such as heading, subheading, names, titles, excerpts, etc.

This field, along with others, comes with various options that you can configure.

First, we have the text field name which is used for naming this field. Beside it, we have the required field checkbox. Ticking this option will make this a hard requirement, making it so that the assignment can't be submitted unless this field is filled.

Then we have the set recommended length to option allowing you to set X number of words or symbols for this field. When a user writes text/characters more than the recommended length, a warning will appear:

Finally, we have the field guidelines option which is for adding guidelines for this field.

Text Area

The text area field is for multi-line text, best used for longer text content such as product specifications, article content, product descriptions, etc.

Just like the Text Field, it comes with multiple options. It has required field setting, recommended length (via words or symbols), and field guidelines.

Checkboxes

The checkboxes field can be used to create a multiple selection element.

To add selections, click the Add option link.

It also has the field guidelines and required field options.

Radio Buttons

The radio buttons field can be used to create a single selection element.

Setting up a radio button field is the same as the checkboxes field. You add a choice item by clicking the Add option link. 

Aside from that, it also has the required field and field guidelines options.

Date

The date field adds a date picker element.

You can give it a name, set it as required, and add a field guideline to it.

Dropdown Select

The dropdown select field allows you to create a dropdown selection element. It works quite similar to the checkboxes field, but the difference is that users will choose items from a dropdown menu and you can limit the number of choices they can make.

As with other fields, it has the required field and field guidelines options.

Example

Here's a screenshot of what all custom fields look like in action.