This article will walk you through how to create a multi-part form over several pages, that inserts a single Object record. Some example use cases of this would be:
You would like your users to complete a form in steps, separated onto different pages.
In this example, we will be building a multi-part form that will allow users to fill out an online application with multiple sections.
Define the Application Object
- In the Data section of your Builder, ADD an Application Object that will store the application details your end users will submit:
Create Part One
- In the Pages section of your Builder, ADD a new page with a form adding a new Application:
- Edit the form to only show the fields we would like to ask in Part One of our Application:
Redirect to the Next Part
- Add a Submit Rule to redirect the form to a new child page called "Application Cont." where we can add a second form to edit the same Application record as Part One:
Create Part Two
2.4.1. Edit the second Page to include the fields you’d like to include in this part of your form:
2.4.2. Add a Record Rule on every form submission that will Set [Application Date] [to the current date].
Now you have a form with two parts. After your users submit part one (the first form) they will be redirected to part two (the second edit form).
To add more than two parts to your form, repeat steps 2 - 3 until your form has the desired number of parts.
Adding a Confirmation Message
You may want to display a message to the applicant once they submit the last part of the form. To do this, Edit the Form for the last part and navigate to the "Form Rules" section. Then under the “Submit Rules” tab, select “Show a confirmation message”.
Here you will be able to change the text for the confirmation message when the final form is submitted:
You may want to send an email to a hiring manager, the end user, or anyone else when a new Application is submitted. To do so, edit the final form and select the "Emails" section. Here you can select “Add email”. This will allow you to create a custom email to send after the final form is submitted. Add additional receivers by clicking the green + button within the “Send” section of this rule.