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Multi-step Forms

Long, complex online forms can make navigation difficult for users. A form is an interface for collecting data from users and processing the work.

For example, online order forms like the one in the following image require a lot of data. Users must enter contact information, the items to buy, and the payment method. 

Online order form

Multi-step Form benefits

A Multi-step Form represents a single Assignment completed by a single user. It is a guided, linear workflow using related UI screens.

Note: The default Create Process in the Create Stage is a Multi-step Form. 

You can configure a Multi-step Form to help users complete complicated Tasks. For example, instead of having a single, confusing online order form, configure a Multi-step Form. The Multi-step Form presents information from the online order form in multiple focused and concise screens.

Multi-step Form navigation

Multi-step Forms provide three navigation styles: horizontal, vertical, and standard navigation. With all three styles, users navigate through the screens using Next and Previous buttons. The following figure displays an online order Multi-step Form that uses standard navigation:

Multi-step form that displays standard navigation

With horizontal and vertical navigation, a navigation menu (oriented horizontally or vertically) displays which step within the Multi-step Form that the user is on. The following figure displays an online order Multi-step Form that uses vertical navigation:

Multi-step form that displays vertical navigation

Users can enter, save, and change information on screen in any order as long as the screen is not submitted. The Submit option is available on the last screen of the Multi-step Form. The following figure displays the last Step of an online order Multi-step Form that uses horizontal navigation:

Multi-step form that displays horizontal navigation

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