Create branching page workflows in form views

By default, form views give you a basic two-page workflow for collecting data—one for users to input data, and another to confirm that their submission was successful. However, you can use conditions to create a much more flexible workflow that directs users to different pages when certain conditions are met. For example, if a user submits a low rating or bad review for a product on the submission page, you can set a condition that takes them to a secondary feedback page to collect additional information before they get to the standard confirmation page.

To configure branching pages:

  1. In a form view, do one of the following:

    • Click Conditional page branching underneath the page you want to apply conditions to.

      Form view, Conditional Page Branching button

    • Click the page you want to apply conditions to, then click Conditional page branching underneath either the Next or Submit button.

  2. In the dialog that appears, click + Add a Condition.

    Form view, Conditional Page Branching, Add a Condition

  3. Configure the condition by choosing a field, an operator, a value (if necessary), and the page you want the user to go to when the condition is met.

    Form view, Conditional Page Branching, Empty Condition

    Form view, Conditional Page Branching, Configured Condition

  4. Optionally, click + to add more conditions. You can click the toggle to the left of each condition to turn it on or off. To delete a condition, click -.

    Form view, Conditional Page Branching, Add Condition

  5. Click Save. After the condition is saved, Conditional page branching will turn green to indicate that a condition has been set and is active.

Along with Automate object visibility and value, utilizing branching page workflows gives you the flexibility to create highly complex and advanced flowchart-style paths for your users, allowing you to collect more granular data or provide a more tailored experience to each user.

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