2-Column Multi-Step Process Page

Overview

This page has a series of forms. Each form constitutes a "step" in the process. Users can go back and forth between steps and see what step they are on via a dynamic progress bar reusable element at the top of the page. This dashboard version is great for complicated forms that require help texts and supporting materials (e.g., TurboTax).

Structure

• When this page is added to your app, it will come with three main groups:

  • Group Standard Forms This group contains blocks that are connected to workflows. Each Group Tab # within this parent group will show or hide depending on which progress step the user is currently on.

  • Blocks container 860 (do not rename) This group contains the responsive settings for all blocks on the page. Any new blocks should be added to this group.

  • Group Side panel This group contains two groups:

    • Group Help text - Use this group to display help texts or supporting information

    • Group links - Use this group to display a list of things by updating the data source of RepeatingGroup List

• This page comes with one popup:

  • Popup Hidden Variables contains two groups:

    • var - Website object This group stores the website object (e.g., app name, primary color, and etc.)

    • var - dummy data A placeholder group in case you want to use any hidden variable groups later.

• This page will come with two reusable elements:

  • header

  • progressbar This reusable element contains the UI for the progress bar. It has a custom state called step # of type number which stores the current step # that the user is on.

• Clicking on Button Back goes to a previous progress step

• Clicking on Button Next goes to the next progress step

• The page also comes with a step url parameter. Users can load the page to show a specific step and its corresponding block by adding a url parameter (e.g, ?step=3).

How to set up

• Modify or update the progress bar steps within the progressbar reusable element to fit your needs.

• [Optional] Update or remove UI elements in Group Tabs.

• [Optional] Remove Group Tab 1, Group Tab 2, Group Tab 3, Group Tab 4, Group Tab 5, or Group Tab 6 if you are not using those groups.

• [Optional] Resize Blocks container 860 (do not rename) and add other blocks inside of it

  • Make sure you update the conditional statements on those blocks. Use existing Group tabs as a reference and add a similar conditional statement: If new_progressbar's step # is not {number} then this element isn't visible

• Update RepeatingGroup List's data source

• Update the text elements data sources in Group Help text

• Add workflows to Button Back and Button Next