For help on basic Webform content visit Creating and Managing Webforms
Longer webforms can be broken up into different pages (Page Break) or can show content based on selected choices (Conditionals). Further on, we will explain how to create these two options.
How to Create a Fieldset
A fieldset is essentially grouping entry fields together. Fields for similar or related information can be grouped together to provide a visual cue to complete these before moving on. For example, grouping entry fields for phone number, email address and mailing address into a "Contact information" fieldset helps the user focus on entering all of that information first.
Items in a fieldset will appear in a box together (shown in the photo below). Anything that needs to be added to the fieldset should be directly under and to the right of the fieldset name. When creating a new component, select fieldset as Type. Using the arrow next to the label (circled in the photo below) you can drag the row by the arrows underneath the fieldset name and over to the right like a hiearchial system.
How to Create a Page Break
Page Breaks allow a very long form to be broken into multiple pages.
To create a new Page Break, create a new component and under type, select Page Break. Any components following a Page Break will show up on that Page. This can be done by adding components directly after adding the Page Break component.
The parent page of the fieldset will be bolded, shown in the photo below.
How to Conditionalize
Conditionals are based on if...then... statements such as if the form has multichoice question, the answer chosen by the user allows the form to send the user to different part of the form. Conditionals can be created in conditionals under Webforms.
The conditionals work like an if/then statement. For example in the photo below, if the Type of Marketing needed is set to Posters then show the option Posters so that the user then has to fill in the corresponding information regarding to Posters.
There are three different options for conditionalization once an answer has been chosen:
- Show next portion of questions on the same page (reveal)
- To show a new set of questions based on the current answer, the condition set after then should be set to is "shown".
- Show next portion of questions on different page
- To send the user to a different page of the form, the condition after then needs to be set to a component of the form that has the type Page Break (in the following section) which is then "shown".
- Show next portion of questions as a new group
- To send the user to a different group of questions, the condition after then should be set to "fieldset".
Settings to See Progress
A progress bar can be added to a form, particularly long forms that have multiple pages. This feature lets users know where they are in the process by enabling a progress visualization tool. There are two options to show the page number the user is currently on or the percentage. You can choose either option or both.
A tip for choosing between the two is that percentage may be a better choice for use in a conditionalized form that skips pages or sections.