Steps Manager
Add, reorder and configure the steps of your multi-step forms.
Mastering the Steps Manager in WP Cost Estimation & Payment Forms Builder
Accessing the Steps Manager
To access the Steps Manager, edit or create a form which will lead you to the Form Edition Page:
Steps Manager Interface
Understanding the Steps Manager
The Steps Manager, which is the default panel upon opening, displays all the steps of the form. It facilitates linking and creating conditions to display each step based on desired conditions. A static step is always appended at the end of the form, following the configured steps. For a single-step form, simply edit the last step without creating additional steps.
Step Circle Actions
Hover over a step circle to reveal the possible action buttons:
Define as Start Step
Set this step as the first step of the form.
Start a Link to Another Step
Create a link from this step to another. You can define the conditions of each link.
Edit This Step
Edit the content of the selected step.
Duplicate This Step
Duplicate the selected step and all its content in one click.
Remove This Step
Delete the selected step and its content.
Linking Steps
To link two steps, click the "Start a Link to Another Step" button on the desired step, then click the target step circle:
Linking Steps Process
How Links Work
The pencil icon at the middle of the link allows you to define the conditions of this link. When the "Next step" button is clicked in a step, the plugin verifies the conditions of all the links starting from this step.
Link Resolution:
- If a valid link is found, its target step will be opened as the next step.
- If no valid link is found, the final step will be shown.
- If multiple valid links are found, the one with the fewest defined conditions will be selected.
Pro Tip: Plan your form's flow before creating steps and links. A well-planned structure will make it easier to create and maintain your form's logic.