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03 November 2016

How to avoid Rule Overloading when using Tabs in K2 SmartForms

Loading times play a significant part in every application and effectively managing a K2 SmartForm application’s loading time is not a straightforward task. Many factors contribute to slow performance, but, one of the most common causes of slow performance within a K2 SmartForm application is cluttered forms.

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When a lot of information needs to be displayed on a single page, tabs are an easy solution. K2 will however by default add all K2 View initialization rules to the K2 Form Initialize rule – regardless of which tab the view is located on. Ideally a view should only be initialized once the tab it is located on is selected. Constantly keeping track of views being added, removing their initialization from the form initialization and moving it to the correct tab is an ongoing and tedious process and is also very susceptible to human error. There is an easy solution to this, all it requires is some initial setup.

The basic idea is to separate your tabs without affecting the user’s interaction. To start of you create an initial form with all the tabs required – nothing else except a header if needed. If you create a header on the initial form, you can drag it to a different tab on the form copies.

Initial Form Initial Form

Once you have created the basic form with all required tabs, you create a copy of this form for each tab. You can do this by selecting ‘Save As’ from the current form’s action menu. If you have three tabs, you should have three forms.

2 Copy of Original Form Copy of Original Form

Next you need to create the form navigation. On each form, add a rule for the click event of each tab apart from the tab of the current form. The rule should navigate the user to that tab’s form and select the correct tab.

3 Tab Clicked Rule Tab Clicked Rule

You should add navigation rules to each form.

a href=”https://www.velocity-it.com/wp-content/uploads/2016/11/4-Tab-Navigation-Rules.png”>4 Navigation Rules Navigation Rules

Once all the form copies and navigation is set up you can start adding views, rules and other components to your forms.

5 Runtime Example Runtime Example

With this approach your forms will be less cluttered, load faster, future maintenance of forms will be simplified and users will still have the same user experience as if they were on a single form.

Need further technical advice or support?