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Multi-Step Process Page with Sidebar
Use this for complex non-editable onboarding pages and surveys.

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.
      • var - tab url parameter This group stores the progress step (of type text) that the user is currently on.
      • var - current step This group stores the current step (of type number) that the user is currently on.
      • var - total steps This group stores total number of steps (of type number).
  • This page will come with two reusable elements:
    • header
    • multistep_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 tab url parameter. Users can load the page to show a specific step and its corresponding block by adding a url parameter (e.g, ?tab=3 or &tab=3 if there are multiple parameters).

How to set up

  • Update the number of total steps in var - total steps.
  • Modify or update the progress bar steps within the multistep_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 var - current's number is {#}, then the group is 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
Last modified 1mo ago