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Add or Remove Form Steps
Add or Remove Form Steps

Learn how to configure your form by adding/removing the provided questions(aka "steps").

Updated over a week ago

To Add a Step to your Form:

  1. Navigate to the Forms section (top of page).

  2. Select the Form you want to configure.

  3. Tap + Add Step below a category, or tap the + icon at the top-right of each category.

  4. Select the + next to the steps you'd like to quick-add to your form. ​​

    ​​[Note: If you'd like to read more about a specific step before adding, you can tap on the card to review all details provided.]


To Remove a Step from your Form:

  1. Navigate to the Forms section (top of page).

  2. Select the Form you want to configure.

  3. Tap the trashcan icon next to the steps you'd like to remove from your form.


Bulk Add/Remove Steps:

At the top-right of the "Add Step" module, we've provided an "Add All Steps" option for easier form configuration.

Alternatively, we've provided a "Remove Category" option that, when selected, will completely remove all questions and the category itself from your form.

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