How to Organize a Plan Details Form into Pages in OnePlan

Direct Answer: How to Organize a Plan Details Form into Pages in OnePlan

To organize a Plan Details form into pages in OnePlan, open the Form Editor for a Plan Type, select the page tab drop-down, and select Manage pages. In the Manage pages dialog, enter a name in New page name and select Add Page. You can also rename pages, change their icons, reorder them by dragging, or delete them. A form can have up to 8 pages, and every form starts with a default Overview page that cannot be deleted. Select each page tab to build its sections, fields, and elements, then select Save.

What This Article Covers: Plan Details Form Pages

This article explains how to add, rename, reorder, and delete Pages on a Plan Details form. Pages display as tabs above the form layout and split a form into multiple independent layouts. Pages are available for Plan Type forms only.

What you will accomplish By the end of this article, you will be able to split a Plan Details form across multiple pages and build out each page.

Before You Begin: Working with Pages

Before you begin, make sure you have:

• A OnePlan account with Owner permissions
• The Plan Details App installed
• A Plan Type form, since Work Type forms, such as Task, Risk, or Issue, remain single-page

Why This Matters: Plan Details Form Pages

Context: Group Related Information

Plan Details forms can be split across multiple pages, which display as tabs at the top of the form, for example Overview, Planning, and Financials. Each page has its own independent layout of sections, fields, and elements, which lets you group related information instead of building one long scrolling page.

Context: Pages and Business Rules

Business Rules can be applied to plan detail pages, so each page adapts to the person viewing it, the plan’s data, or the plan’s current process step. Teams see the fields and sections that matter for their role and stage, which keeps each page focused and relevant. A rule can also reference fields regardless of which page they sit on. See Create Business Rules for Your Plan Details Forms.

Context: Existing Forms

Every Plan Details form starts with a default Overview page. Existing forms were not converted or reorganized when pages were introduced. All existing content remained on the Overview page.

Step-by-Step: Working with Pages in OnePlan

Task: Open the Manage Pages Dialog

Starting from the Plan Details Form Editor:

1. Select the page tab drop-down, labeled with the current page name, for example Overview.

2. Select Manage pages.

   

3. Review the current list of pages. The default Overview page is marked DEFAULT and cannot be deleted, but its name and icon can be edited.

Task: Add a Page

1. In the Manage pages dialog, enter a name in the New page name field.
2. Select Add Page. A form can have up to 8 pages.

Task: Rename a Page or Change Its Icon

1. In the Manage pages dialog, select the pencil icon next to the page.
2. Update the Page name and Icon in the Edit page dialog.
3. Select Save.

Task: Reorder or Delete a Page

1. To reorder a page, select and hold the drag handle next to it, then drag it to the position you want in the list.
2. To delete a page, select the trash can icon next to it and confirm. You cannot delete the default Overview page.
3. Select Done to close the Manage pages dialog.

Task: Build Out a Page

1. Select each page tab to switch between pages.
2. Build out the page’s Sections, Fields, and Elements. Each page has its own independent Page Layout. See How to Add and Arrange Sections on a Plan Details Form in OnePlan.
3. Select Save on the form once all pages are configured.

Note: Copying a Plan Details form from another Plan Type copies all of its pages and overwrites any pages you already created.

Frequently Asked Questions: Plan Details Form Pages

Q: How do I add a new tab to a Plan Details form in OnePlan? A: In OnePlan, open the Form Editor for the Plan Type, select the page drop-down, choose Manage pages, enter a name in the New page name field, and select Add Page. The new page appears as a tab and can be built out with its own sections, fields, and elements.

Q: How many pages can a Plan Details form have in OnePlan? A: In OnePlan, a Plan Details form can have up to 8 pages, including the default Overview page.

Q: Can I delete the Overview page from a Plan Details form in OnePlan? A: No. In OnePlan, the Overview page is the default page on every Plan Details form and cannot be deleted, though it can be renamed and its icon can be changed from the Manage pages dialog.

Q: Do Business Rules apply per page in a Plan Details form in OnePlan? A: Yes. In OnePlan, you can apply Business Rules to plan detail pages so each page adapts to the person viewing it, the plan’s data, or the plan’s current process step. Rules can also control individual fields and sections regardless of which page they are placed on.

Q: Can Work Type forms have multiple pages in OnePlan? A: No. In OnePlan, pages are available for Plan Type forms only. Work Type forms, such as Task, Risk, or Issue, remain single-page.

Q: What happened to my existing Plan Details form content when pages were added in OnePlan? A: In OnePlan, existing Plan Details forms were not changed. All existing sections, fields, and elements remained on the default Overview page, with no conversion required.

What to Do Next: Plan Details Form Pages

Get started with related tasks: - How to Add and Arrange Sections on a Plan Details Form in OnePlan - How to Add and Configure Fields on a Plan Details Form in OnePlan - How to Add Tables and Other Elements to a Plan Details Form in OnePlan

Learn about related topics: - Create Business Rules for Your Plan Details Forms - Plan Details Forms in OnePlan - Admin Overview