Who Can Do This?
A typical school business process may gather information from several different people, even across different departments. This feature allows you to replicate those multi-step processes on both paper forms and digital forms.
Form steps enable you to organize and manage what fields on a single form are filled out by whom and in what order.
One form step is needed for each person that needs to complete a portion of a form in any given submission. Within each form step, you can assign which fields on the form each completer needs to do. All forms will have at least one form step by default - the Initiator, since there will always be at least one person completing any given form.
For example, if you only need one parent to complete the entire Field Trip Permission form, you would only need one form step (Initiator). However, if you need the parent to complete the form, then the teacher needs to sign it for confirmation, and an administrator needs to initial it for office approval, you would need to create 3 form steps.
Navigate to the paper or digital form that you would like to add additional form steps to.
Click Edit Form on the left side of your screen.
At the top of the configuration pane on the left side of your screen, click Settings.
Under the section labeled Steps, you will see that you already have one default form step labeled Initiator. You may change the name of this step, if needed. In our previously mentioned example, we might name this step "Parent" instead.
If you only need one completer and therefore, one step for this form, you can stop here. All of the fields on your form will default to this step since it is your only one. Keep reading if you need to create multiple steps for this form.
Click Add Step.
Your added step will appear as "Step 2" but you can change the name to whatever you need. In our previously mentioned example, we might name this step "Classroom Teacher" instead.
Continue this process until you've added all of the steps (completers) that are needed for this form. Use the dotted handlebar on the left edge of each step to drag them into a different order, if needed. The order that they appear here will be the order that the form will be completed in.
Now that all of your form steps have been created, you will need to make sure all of the fields on your form are assigned to the appropriate steps. To assign a field to a form step, click on the field to open it's configurations on the left side of your screen.
Scroll down the configuration pane until you see the section labeled Completer. Click on the dropdown to select which form step (completer) will be assigned to this field.
Note: Frequently press Save Form in the top right-hand corner to save your progress.
Continue this process to make sure all fields are assigned to the correct form step (completer).
To preview the fields that are assigned to each of your form steps, select either Split or Preview in the center of your screen.
In the preview of your form, select a form step from the Step dropdown menu in the top left corner of the form.
The fields that appear blue are the ones that are assigned to this form step, and are therefore, able to be filled out by that completer.
The fields that appear grayed out are not assigned to this form step, and are therefore, not able to be filled out by that completer.
Use this preview to make any necessary adjustments to your fields and their step assignments.