Glide

How to create a multi-step form in Glide?

Discover how to craft a multi-step form in Glide using our straightforward guide. Make complex data gathering simpler while boosting user experience effortlessly.

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Overview

Creating a multi-step form in Glide means using a bunch of screens and actions that walk users through a process. This makes things easier by splitting long forms into bite-sized sections. Utilize Glide's components, user profiles, and conditional visibility features to steer the form's flow. Knowing how to set up tabs, link screens, and use visibility conditions is crucial. The process also involves data management strategies to ensure all user inputs are correctly collected and stored. Prepare to craft an intuitive, step-by-step form customized to your needs.

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How to create a multi-step form in Glide?

Step 1: Create a New Glide App

  • Head over to Glide and log in.
  • Hit the "Create New App" button.
  • Pick where your data's coming from, like a Google Sheet.

Step 2: Set Up Your Data

  • In your chosen data source, set up your spreadsheet with separate sheets or columns for each step of your multi-step form.
  • For instance, if your form has three steps, name the columns or sheets "Step 1", "Step 2", and "Step 3".
  • Pop in some placeholder data to help visualize the form early on.

Step 3: Design the First Form

  • In the Glide App interface, go to the "Layout" tab.
  • Choose the screen where you want to start the first form, like the Details screen.
  • Add a new "Form" component from the right-hand components panel.
  • Link the form to the data fields for "Step 1".
  • Customize the form fields (like Text input, Choice components) to ask the right questions.

Step 4: Create a Button to Move to the Next Step

  • In the form for "Step 1", add a "Button" component at the bottom.
  • Set the button's action to "Submit form" and then add another action like "Show Notification" or redirect to another screen.

Step 5: Design the Subsequent Forms

  • Repeat Step 3 for the next steps, creating a new form screen for each one.
  • Link these forms to their respective data fields (like "Step 2", "Step 3").
  • Customize each form to gather the necessary data for each step.

Step 6: Navigation Between Forms

  • For each "Next" button in the forms, set the action to "Submit form" and then navigate to the next step's form screen.
  • Make sure the submission data is stored properly in your data source with each step.

Step 7: Final Submit Button

  • In the last form step, add a button that finalizes the submission.
  • Set this button to "Submit form" and add a "Show Notification" action to confirm submission.
  • Instead of navigating to another form screen, redirect to a confirmation screen or home screen.

Step 8: Test the Multi-Step Form

  • Go through each step of the form to make sure data is captured correctly and that navigation between steps works smoothly.
  • Make any necessary tweaks to the forms, buttons, and data fields based on the test results.

Step 9: Publish and Share

  • Once you're happy with the setup, publish your Glide app.
  • Share the app with your target audience through the app link.

Following these steps, you can create a multi-step form in Glide, guiding users through a sequence of data collection steps.

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