Creating a Multi-Page Form

In this tutorial, you will learn how to create a multi-page form using Umbraco Forms. Multi-page forms are particularly useful when you need to collect detailed information from users in a structured and user-friendly way.

Multi-page forms are ideal for use cases such as event registration, job applications, booking a meeting, and so on.

Prerequisites

• Umbraco CMS Installation

• Umbraco Forms Package

• Pre-built Website including a Document Type with the Form Picker Data Type.

Log in to the Umbraco Backoffice

1. Log in to the Umbraco backoffice.

2. Go to the Forms section.

Create a New Form

1. Click + next to the Forms folder.

2. Select New Form.

New Form Creation

3. Enter a Name for the form. For example: Book a Meeting.

4. Click Save.

Set up the First Page of the Form

Let us begin by adding some fields to the first page of the form. By default, the Data Consent field is already available, and we will call this group Data Consent.

To create a new group:

1. Click Add new group.

2. Enter the Name of the group. For example: Personal Information.

3. Click Add question.

4. Select Short answer as the field type.

5. Enter a Name for the field type. For example, First Name.

6. Select Text as the Field Type from the drop-down list.

7. Mark the field as Mandatory.

8. Click Submit.

9. Click Save.

Similarly, you can also add other relevant fields such as last name or email based on your requirements.

For this tutorial, the following fields are added with the respective specifications:

Field Name	Data Type	Field Type
Surname	Short answer	text
Age	Short answer	number
Country	Short answer	text
Phone number	Short answer	tel
Email address	Short answer	email

If you wish to reorder your fields, click Reorder.

Personal Information Questions on the First Page

Create the Second Page

To create a multi-page form, you need to add more pages:

1. Click Add new page to create the second page of your form.

2. Enter a Name for this page. For example: Company Information.

3. Click Add question.

4. Select Short answer as the field type.

5. Enter a Name for the field type. For example, Company Name.

6. Provide a Default Value. For example, Enter the name of your company.

7. Click Submit.

8. Click Save.

Default Value displayed

Similarly, you can also add other relevant fields based on your requirements.

Add Conditional Logic

Umbraco Forms allows you to customize the flow of your multi-page form. You can add conditional logic to control which questions appear based on user inputs.

To add conditions, follow these steps:

1. Click Add question.

2. Select Single choice as the field type.

3. Enter a Name for the field type. For example, Do you work with Umbraco.

4. Enter the Value and Caption in the Options field.

   For this tutorial, the following values are added:

   • Yes

   • No

Values in the Options Field

5. Mark the field as Mandatory.

6. Click Submit.

7. Click Save.

8. Repeat steps 1-4 to create a conditional question titled: If yes, how many years?

9. Enter the Value and Caption in the Options field.

   For this tutorial, the following values are added:

   • 1-5 years

   • 5-10 years

   • 10+ years

Conditional Question Values in the Options Field

10. Enable Conditions.

11. Set the parameters for the condition as follows:

    • Show this field if all of the following match:

    • Question: Do you work with Umbraco?

    • Condition: is

    • Value: Yes

Values for adding a Condition

12. Click Submit.

13. Click Save.

Company information Questions on the Second Page

Create the Final Page

1. Click Add new page to create the final page of your form.

2. Enter a Name for this page. For example: Products.

3. Click Add question.

4. Select Multiple choice as the field type.

5. Enter a Name for the field type. For example, Select the products you are interested in.

6. Enter the Value and Caption in the Options field.

   For this tutorial, the following values are added:

   • Umbraco CMS

   • Umbraco Cloud

   • Umbraco Deploy

   • Umbraco Heartcore

   • Umbraco Forms

   • Umbraco Commerce

   • Umbraco Workflow

Multiple Values in the Option Field

7. Click Submit.

8. Click Save.

Products Selection Question on the Final Page

Embed the Form on a Web Page

Once you are satisfied with your multi-page form, it is time to embed it on your website.

To display the form on the website, follow these steps:

1. Go to the Content section.

2. Click + next to the parent page of the website.

3. Select the Document Type.

Pick a Document Type

4. Enter a Name for the page. For example, Book a Meeting!

5. Select the Book a Meeting form using the Form Picker.

6. Click Save and Publish.

New Page created in the Content Section

Customize Form Settings

If you wish to customize the Form Settings, see the Form Settings article.

Rendering the Form on the Frontend

For Umbraco Forms to work correctly, you need to include some client dependencies. For more information, see the Preparing Your Frontend article.

To render the Form on the frontend, see the Rendering Forms article.

Testing the Form

1. Go to the Info workspace view of the Book a Meeting! page.

2. Click on the Published link in the Links section.

3. Fill out the form to see how it functions.

4. Submit the form to ensure it redirects to a Thank You page.

5. Go to the Forms section in the Backoffice.

6. Navigate to the Book a Meeting Form.

7. Click on the Entries tab and verify that the data is captured.

Form Data in the Entries tab

You have successfully created a multi-page form with conditional logic in Umbraco Forms. By using multi-page forms, you have made complex data entry much simpler and more user-friendly. This not only improves the experience for your users but also makes your forms more efficient and manageable.