Search 3B Knowledge Base
What are form pages?
Pages allow you to break down a form into multiple “pages” to make it look and feel more manageable to the end user. You can also employ Pages to separate Contracts from Data collection or Display.
Pages will trigger “Pagination” in the footer of the form. This looks something like that:
How do you create a page?
You probably already have pages in your forms, but you haven’t noticed. As soon as you create a new form through the builder, it will automatically have a new page generated with a default name “First Page”. This is what it looks like:
As you can see from the screenshot, in the left column you have a box with 3 items in the top right-hand corner with a title “First Page” – well this is the default page we were referring to earlier.
To create a new page, all you need to do is click on the “Add” drop down button and select the option called “Page”
A pop up will then appear with a couple of options:
- Title field – this will be displayed on the form and will be the identification name of the page
- Show Title toggle – this allows you to hide the title from the final form
As you are creating pages and making a form more and more complex, you may want to switch the order pages. All you have to do is “grab” the page you want to re-order by the arrow sign and drag it to the correct position.
- You can not have nested pages.
Adding Fields to a Page
Currently the best way to add fields to a page is just to drag and drop them one by one. An alternative to this is to put multiple fields into a section and then to drag the section into a page. You can also create new fields from the “Add” button and the “Field” option. In the New Field pop up, you can specify which page you want that field to belong to, once created.
Adding Sections to a Page
Similar to fields, if you have a pre-created section, you can just drag and drop it into a page. You can have nested sections (up to 2 levels) on a page. Alternatively, just click on the “Add” button and select “Section” option and the new section will be placed in the first page on the list. Just drag and drop that section to the right page.
Adding Related Object to a Page
Much like Sections & Fields, you can drag a pre-created Related Object into a Page or you can create a new one from the “Add” button by selecting the “Related Object” item.
Adding Signatures, Attachments & Merge Text to a Page
Just click on the “Add” button and select the type of widget you want to add. Alternatively, if you have pre-created a widget, just drag and drop it to the right page.
Deleting a Page
If you delete a page, all the fields, sections and related objects that you have placed in that page will also be deleted. This is expected and normal behaviour. You can delete a page by clicking on the trashbin icon or by right clicking to bring the context menu and then selecting “Delete” option.
If you are going to break a form down to to multiple pages, we recommend that you allow a user to submit the form “As Draft” and you do NOT allow them to go back to a previous page. Of course this entirely depends on your workflow. To define the behaviour of pages, click on “Edit Form” button to go to the Form Creator and expand the Advanced Settings drop down to show the different options.
The options you are looking at are:
- Show “Save Draft” – This option will allow a user to save their progress. It is recommended that you enable this option if you allow form pagination
- Allow Back Button – This option will allow a user to navigate through the different pages of a form. If left unchecked, a user will only be able to progress to the next page and will bot be able to go back.
- Pagination depends on field and rule settings. If you have defined a required field on a page, or you have a rule that when triggered will make a field required, then the user completing the form will NOT be able to progress to the next page until all errors are cleared.