Customizing form steps
A Form's steps define what consumers see when they fill it out. You can add new steps, reorder existing ones, remove steps you no longer need, and configure each step's questions individually. Changes apply to new Submissions only — past Submissions retain whatever structure they were captured under.
In short: Open the Form’s editor, add or remove steps as needed, and reorder them by dragging. The Form’s primary Link continues to work — consumers visiting it pick up the new structure on their next visit.
How a Form is structured
A Form is divided into steps, each of which can contain multiple questions. Steps appear sequentially to the consumer; they advance through them one at a time.
Within a step, questions are grouped logically — for example, a “Vehicle” step contains questions about make, model, year, garaging address, and so on. Some steps are conditional (they only appear if earlier answers triggered them); most are unconditional and shown to every consumer.
You configure both the step structure and the questions inside each step from the Form’s editor.
Add a step
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Open the Form you want to edit.
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In the editor, click the action to add a new step (commonly labeled Add step or New section).
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Pick the type of step you’re adding — a question step (collects data) or a notes/instructional step (shows static text without collecting answers).
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Name the step, configure its content, and save.
The new step appears in the order you added it; you can reorder it after saving.
A notes/instructional step is a free-form text field (found in the Conclusion category) that shows static content or asks an open-ended question without collecting structured data — useful when a Custom Question isn’t the right fit.
Remove a step
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Open the step you want to remove.
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Use the remove action on the step.
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Confirm if prompted.
Removing a step does not remove answers from past Submissions — those answers stay attached to the Submission but become “orphaned” in the UI (they’re visible in raw exports but no longer have a step to render in).
If you might want to bring the step back later, archive the step (where supported) instead of deleting.
Reorder steps
Drag steps into the order you want from the Form editor. Save the new order. Consumers visiting the Form’s Link on their next visit see the new sequence.
Add a question to a step
You can add two kinds of questions:
- Standard SALT questions from the built-in library. These are insurance-shaped, integration-friendly, and pre-validated. Use them whenever they cover what you need.
- Custom Questions your agency has created. Use them for agency-specific data the standard library doesn’t cover.
Custom Questions must be published before you can add them to a Form. See Publishing custom questions.
Effects on in-progress Submissions
A consumer who started filling out the Form before your edits keeps their existing session — they don’t see the new structure mid-flow. Their next visit (or a fresh visitor’s first visit) loads the updated Form.
Past Submissions are anchored to the structure they were captured under. Their data isn’t reshuffled when you edit the Form. This sometimes creates “old” Submissions whose layout differs from new ones — that’s expected.
Common questions
If I delete a step, do I lose data on Submissions that used it? The data is preserved on the Submission. It just isn’t surfaced through the Form’s current step layout. CSV exports still include the field.
Can I make a step conditional on an earlier answer? Yes. Many questions support visibility logic that hides or shows downstream content based on the answer. The exact configuration is on the question, not the step.
Do step changes affect Live Intake? No — Live Intake uses Live Intake templates, not the Form’s step structure. They’re separate.
How do I preview what my consumer will see? Open one of the Form’s Links in a private/incognito browser tab. That’s the same view the consumer gets.