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 “Save”

  • 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

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