Design an in form wizard to simplify a challenging workflow

Hello PerfectForms Community,
Today I will be going over the ability to use a pop-up and conditional logic to build an in form wizard. A wizard is a user interface with a sequence of dialogue boxes that are used to lead the user through a series of steps. This functionality should be used for tasks that are complex or unfamiliar. By the end of this post, you will be able to utilize simple questions to populate your form or run additional behaviors.
We are going to begin with a base form that will allow you to build, test, and apply your behaviors. Let’s jump to a fresh canvas and drag on the following objects:
          • Button Object ‘Test Logic’
          • Text Field ‘Pop-up Return’
          • Text Field ‘Answer Field’
Be sure to label each object to help identify as we build the behavior.
in form wizard 1
Our next step is to begin working on the behaviors. The Button object we added to the Canvas will be used to build and test our logic. On the ‘Button is pressed’ action you will want to drag on the following Behaviors:
          • Show Message
          • Set Field
          • Simple Branch
          • Set Field
          • Set Field
Please use the image and description below to configure the Behaviors on the Canvas.
in form wizard 2
          • Show Message
                    o The Show Message will need to be configured to ‘Ask for Confirmation’ with ‘Stop Execution If no’ being left unchecked. Unchecking ‘Stop Execution If no’ will allow us to build out branch logic instead of ending the path.
          • Set Field
                    o The Set Field will be used to set the helper ‘Pop-up Return’ to the value of “Behavior – Last Command’s Error Code.” This can be found in the ‘Special’ drop down during configuration.
          • Simple Branch
                    o The Simple Branch will be used to check the helper field ‘Pop-up Return’. Yes, or OK will be followed if the value returned is 0 meaning any other value will be No or Cancel.
          • Set Field ‘Yes”
                    o The set field will set the ‘Answer Field’ to Yes.
          • Set Field ‘No”
                    o The set field will set the ‘Answer Field’ to No.
In my demonstration, I am using 2 different Set Fields to express a Yes/No result. By having unique results I am able to check that the proper path is being followed. You will be able to test each portion of the wizard by clicking Preview and running the behavior. Once you are satisfied with my result the behavior, they can be moved to their trigger of choice. Once all behaviors are complete and placed on their proper triggers be sure to run through full testing to ensure the holistic goal is achieved.
in form wizard 3
I hope you have enjoyed learning how to design an in form wizard.
Thanks for reading, and happy form building!

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