We’re working on creating an intake form software for a law firm. We’re trying to turn a 16 page document into a form. What’s the best way to create a multistep form using the UI builder?
Here’s an example of what we’re trying to achieve.
-Ability to have a multistep form with navigation like the image below
-The ability for a user to add more fields based on the template. This would be the client filling in the information
-The ability to make a field non-applicable and hide the field like the image
-Is there a way to add a save state so the user can come back in and finish the form at a later date?
As for best practices, we could offer you any direct solution for a reason - your question is highly general. So the best way, its face problems and find own best solution for your case
Don’t worry, you can ask for help at any moment if something went wrong.
Ability to have a multistep form with navigation like the image below
These could be parts of one page, which have been hidden/shown by condition.
The ability for a user to add more fields based on the template. This would be the client filling in the information
Here could be a dynamic list filled by users and transformed into form fields.
The ability to make a field non-applicable and hide the field like the image
For this purpose, you can use Disabled and Display properties
Is there a way to add a save state so the user can come back in and finish the form at a later date?