How to create a multistep form

Hi,

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?

Thank you,
Mike

Hello @Mike_Salem

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 :slight_smile:

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?

You could store it in Local Storage.

Regards, Dima.