Splitting a Web Form across multiple pages

Updated on 20-October-2016 at 10:16 AM

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There maybe instances where you want one Web Form submission to span across multiple web pages. This could be to make the web form seem less overwhelming or to segment the form into different topics/sections. You have the ability to create a Web Form that can be split across multiple web pages but will be added to the same customer and case.

Imagine if you are a loans company, you can easily create your loan application with a series of web forms that seamlessly navigate the customer from one to another.

Step 1: Creating the Web Form

The first step is to create a new Web Form for each step of the process.

Each form relating to a new step and collecting different information. For example, if your form will be split over 4 pages, you will need to create 4 different Web Forms each collecting different information. You must ensure that the first Web Form that is used collects the name and email address of the customer as this is a requirement.

Step 2: Creating Web Pages

You will need to create a new web page for each step of the process and place the relevant Web Form on it. For example, if your form will split over 4 pages, create 4 new web pages and place one of the above forms you have created on each:

  • Form 1 - Page 1
  • Form 2 - Page 2
  • Form 3 - Page 3
  • Form 4 - Page 4

Step 3: Linking the Web Forms

The next step is to redirect each Web Form to the next page in the process. You do not have to redirect the final Web Form as this will submit the form to the system, completing the process.

To redirect a Web Form submission to the next page, you will need to go to the page you have placed the Web Form on and view the HTML of this page. Find the form action URL, this should look similar to the below:


Change this by appending the below to the action URL:

&PageID=/Results.htm

Where Results.htm is the URL of the page of the next Web Form

For example:

Rules to consider

When splitting up Web Forms across multiple pages, there are a number of things to consider. See below:

  • The first Web Form used must collect the customers name and email address. The following forms do not need to collect this information.
  • The Workflow notification is triggered after the first step of the process (after the first form is submitted). So if a customer starts submitting the form and stops after the second form, the workflow notification would have already triggered. This workflow will contain information of the first form only. To view the entire submission please log into the Admin to view the case.
  • Only the Auto-Responder from the first Web Form will be triggered. The Auto-responder of the following Web Forms will not be used.
  • If you are using Reports to report on cases, then each form needs to be reported on separately. You cannot create a report consisting of all the steps of the web form submission.