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Expand & Collapse Forms

Feb 26, 2022

Using Headings

When creating forms, consider how best to group the information you are gathering and use headings to visually organize. Headings help break up content and keep the step view clean.

It's far easier for users to think through sections when they are not overwhelmed by a long list of questions and fields to fill out.  Help your team maintain focus by allowing them to expand and collapse sections they are working on.

Forms can be created on each step or in the initial Ask Form.

Creating a Heading 

  • Add a form field and select the type 'Heading'
  • Once saved, the heading will be displayed in your flow
  • The headings display as expandable in the Asks that are created

 

The following video shows the process of adding a Heading form.

 

View of Headings in an Ask

With headings, the step has more organization since all the forms under each heading can be easily expanded and collapsed.