Customizing Your Form: Multiple Pages

Multi-Page Forms

For longer forms or forms that you simply want to split into logical groupings of fields, the multi-page option of Formstack allows you to define any number of different pages for your form. To add multiple pages to your form, simply click the 'Add Page' button at the bottom of the form editor. This will add a new page to the end of the editor you can then drag fields and sections into.



Pages are also draggable themselves - to re-order your pages, simply click the arrow icon next to the page in question to collapse it, then drag it before or after any other page in your form.


There are a number of different ways you can customize your multi-page form experience. For starters, each page in a multi-page form has its own page title. To customize this page title, simply double-click on the title. You can alternatively open the page options for each page by clicking the arrow icon next to the page title. In the page options drawer, you can again customize the page title as well as mark a page as hidden by default.



You can also customize the navigation elements of your multi-page forms. To add a navigation bar to the top of your form, allowing your users to quickly switch between pages, enable the 'Display Form Navigation Bar' checkbox within the Form Settings of your form.

You can also customize this navigation bar even further by enabling page numbering as well as an optional prefix for each page in the navigation bar. This is useful for adding prefixes such as 'Page' or 'Step' to your pages. Customizing the next and previous page buttons for your form is as simple as checking the 'Customize Navigation Button Labels' option and customizing the text to suit your needs.


Finally, you can customize the way your form validation behaves in your multi-page forms. If you'd prefer to have your form validated only after the user has visited and filled out all of your form's pages, select the 'On Submission' option under 'Form Navigation'. The 'One page at a time' option will validate the user's form submission one page at a time before moving to the next page.

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Using Rules

Using the Formstack for Salesforce rules engine is a great way to get additional mileage out of your multi-page forms.  For instance, the screenshot below shows a rule that would allow a form administrator to hide a specific page unless a user chose a specific value from a picklist.

For detailed information on how to create rules please see this article.

Page Redirect

If you'd like the form to redirect to a static page upon completion you can configure that within the Form Settings button.



Alternatively, Formstack for Salesforce also supports custom javascript expressions.  Here is some helpful javascript which will redirect a user back to page one on form completion.

function FF_OnAfterSave(){
    fs('#btnprev').click();
    return true;
}

This script can be entered in the Javascript Code section at the bottom of the Form Settings button.

 

With the javascript added simply click Close and republish your form.

Helpful Links

Want more information on any of the topics covered in this article?  Take a look at these related articles.


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