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Help in creating a Multi step form

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Posted on by evergara

I am creating a multi-step form, I am not sure if I need to use a conditional step or other types of step. Here's how it should work. On the first step of the multi-step, the user will select from a drop-down either of the 3 options, then a specific form will show as the next step depending on the selected option from the first step. What type of step should I use and how will I set it up? Thank you!

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Lucas001 2,529 Super User 2026 Season 1 on at

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Hi @evergara,

have you watched the video https://www.youtube.com/watch?v=E285u3v9dqU already?
From min 20 on, Arpit is going for an example which should solve your problem.

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oliver.rodrigues 9,425 Most Valuable Professional on at

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Hi @evergara did the above helped you with your problem? please let us know if you need any further assistance

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evergara 5 on at

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I watched the video and it is very helpful, though Arpit has a different example on his content where his multi-step form is a continuous step-by-step process, meaning it is a one-way linear process. What I am trying to achieve is a specific form will load next based on which drop-down option is selected from the first step. So you can go back to the first step to select another drop-down option to load another different form.

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Saud Ali 812 Super User 2024 Season 1 on at

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Hi @evergara ,

After reading your comments, I would suggest going through conditional step type in multi-step forms.

A multistep form step can be a Condition type that indicates the step should evaluate an expression. If the expression evaluates to true then the next step is displayed. If the expression evaluates to false and if the Next Step If Condition Fails has been specified, that step will be displayed. The current table is the target used to evaluate the expression against. Record Source defaults to the Record Source of the previous step.

For more details, please check Conditional Steps Guide .

Thanks,
Saud

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