Scenario: You need to fill up your customer details in the CRM form. The pages can be customized in a way to skip pages based on the answers.
Step 1: Set up a new form
Go to Processes
Under Current Processes - Click “Create New”
A new form will open
Step 2: Update Process Details
Key in the process name
Click “Save & Continue”
In this example, we will have 4 pages:
Page 1: Company Profile
Page 2: Company Details - SG
Page 3: Company Details - MY
Page 4: AE Representative Details
Step 3: Format the form fields on Form Builder
Choose the required fields (example: Text; Email; Number and etc)
Click on the “Gear” button
Edit the information (example: Field Label; Dropdown Options and etc)
Choose the field “Page Break”
Edit the page title
Continue to choose/edit the required fields
Note: You can add as many fields as you require, drag and drop to rearrange their order.
Step 4: Format the page routing on Form Builder
Click on Form Setting
Edit or Format the Page rules
Tips: You can hold the page title and drag to change the page order easily in Page Rules.
Click on “Design workflow”
Note: In this example, we will set 2 rules in the Form Setting:
1. if the field “Address” under Company Profile is filled as “Singapore”, the next page will route to the page of Company Details - SG.
2. if the field “Address” under Company Profile is filled as “Malaysia”, the next page will route to the page of Company Details - MY.
Step 5: Design Workflow (Optional)
Please refer to the following video link: How to create a simple form with notification | Forma Help Center (intercom.help) on how to add a Notification plugin to your form
Click on “Publish Changes” after adding a plugin or if you do not wish to add any plugin and your form is ready for submission.
Step 6: Grab the public URL and share
Step 7: Submit an entry