Using Active Form Multi-Screen Forms

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Overview

A primary concern when designing forms for portal users is ensuring they fully complete the form. Inundating users with form elements all at once can feel overwhelming and often negatively impacts completion rates. A HubSpot survey found that marketers who used multi-screen forms had "17% higher satisfaction rates with their lead generation efforts, and their self-reported conversion rates are 86% higher."

This functionality makes it possible to place Active Form Sections across multiple screens, each with its name displayed in a progress indicator at the top of the form. Your firm controls how much information is displayed as portal users navigate the form completion process. Portal users will have clarity on their progress as they complete your form. This article outlines how to use Active Form Multi-Screen Forms. For additional information about Active Forms, please consult our Understanding Active Forms and Configuring Active Forms articles.

Creating a Multi-Screen Form

The Active Form tab on the Process Task record page contains a section named Active Form Screens, where screens are created. To access a Process Task record page in your organization and add an Active Form Screen to your Active Form: 

  1. Use the App Launcher in the upper left-hand corner of Practifi to select the Settings app from the drop-down menu. 
  2. Use the Navigation Menu to select the Process Types page in the Settings app. 
  3. Select the process name from the list of processes available. If needed, change the list view from Recently Viewed to All Processes if your process is not displaying. 
  4. Click the Process Tasks subtab, then select the Process Task hyperlink to open the task with the Active Form you want to edit. 
  5. Select the Active Form tab on the Process Task record page. 
  6. In the Active Form Screens section, select the New button.
    Screenshot_2023-05-22_at_3.30.43_PM.png
  7. Enter the following information:
    • Label - This is what you want to display in the progress indicator. 
    • Order - This value determines where this screen fits within the sequence of form screens. 
  8. Once entered, select Save to finalize the Active Form Screen creation. A success message appears and the Active Form Screen record opens in a new tab.
    Screenshot_2023-05-22_at_3.32.50_PM.png

Relating Active Form Sections

Once the Active Form Screen is created, you must add Active Form elements to display on the screen. This is done by relating Active Form Sections to the Active Form Screen. You can either relate new Active Form Sections or link existing ones to the Active Form Screen. Both methods are outlined below.

Relating a New Active Form Section

Active Form Sections can be related to Active Form Screens from the Active Form Screen record page. To relate a section from this page:

  1. On the Active Form Screen record page, select the caret icon in the Active Form Sections section and select New. A new record page for the Active Form Section will display, with the Active Form Screen automatically related to the section.
    Screenshot_2023-05-25_at_11.03.03_AM.png
  2. Enter the information for your Active Form Section.
  3. Press Save to finalize its creation.

Active Form Sections can also be manually related to an Active Form Screen during creation. To relate an Active Form Screen manually:

  1. Navigate to the Process Task record page and select the Active Form tab. 
  2. Locate the Active Form Sections section and click the New button.
    Screenshot_2023-05-25_at_11.07.42_AM.png
  3. Enter the information you would like to display for your Active Form Section. Select the Screen field to search for Active Form Screens within your organization. Begin typing the name of your desired Active Form Screen to narrow the results displayed, then select the name of the Active Form Screen from the drop-down menu.
    Screenshot_2023-05-25_at_11.09.34_AM.png
  4. Once all necessary Active Form Section information is entered and the Active Form Screen is related, click Save to finalize the creation process.

Relating an Existing Active Form Section

To relate an existing Active Form Section in your organization to an Active Form Screen:

  1. Navigate to the Process Task record page and select the Active Form tab. 
  2. Locate the Active Form Sections section on the Active Form tab. 
  3. Select the Active Form Section Name hyperlink to open the Active Form Section record page. 
  4. Click the Edit button on the right-hand side of the screen. 
  5. Select the Screen field to search for Active Form Screens within your organization. Begin typing the name of your desired Active Form Screen to narrow the results displayed, then select the name of your Active Form Screen from the drop-down menu. 
    Screenshot_2023-05-25_at_11.17.58_AM.png
  6. Once the Screen is entered, click Save to finalize the changes. 

Considerations

If a Form Section is not mapped to a Screen, then these sections will be ignored by the Active Form and will not appear to workflow users. If only one Screen is created, the progress indicator will not display on the Active Form, as there's no need to display progression through multiple screens.

Validation Check Scenarios

To ensure Active Form Sections are correctly mapped to Active Form Screens, there is one specific Validation Check scenario to be considered, as detailed in the table below. Please consult our Understanding the Validation Check article for additional information about the Validation Check. 

Validation Checked On Method Error Message

Form section is not mapped to a screen

Active Form Sections

Check the number of Active Form Screen records related to the Process Task. If there are two or more, then check every Active Form Section record to see if it has a related Active Form Screen specified. Show an error for each Section that doesn't.

This section hasn't been added to a screen; this means the form elements contained within it won't appear in the Active Form.

 

 

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