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How to Set Up Form Steps

Form steps are a way to divide up your form into more manageable sections

Written by Oz Osbaldeston
Updated over 3 weeks ago

What Are Form Steps?

Form Steps divide your submission form into separate sections that applicants complete one at a time. Instead of seeing everything at once, creators move through the form in stages — for example:

  • Step 1: Personal Details

  • Step 2: Project Information

  • Step 3: Uploads

  • Step 4: Payment

Each step feels contained and achievable. See here for more info on what steps are and why they are useful.

How To Set Up Form Steps

Form Steps are configured directly inside the Form Builder.

  1. Navigate to Projects > Form Builder

  2. Select the Steps option to see a list of your current steps. If no steps have been created already, the default will just read 1. Form

  4. Select this in order to edit this Step such as the form or the title and description

How to Add a New Step

  1. Head to Steps and select New Step

  3. When add a new Step you will see the option to bring up the title and the description. Both these will show to the creator on the form so think carefully about naming the step and a short description

  5. Once added, you can then see this new step on your form with the step filter already added (showing highlighted in blue). You can continue to add fields in this view OR you can head back to see All Steps in one view. To do this, select the cross on the step filter to return to the full form. Please note - if setting conditional logic, this should be done in All Steps.

  7. Once back in All Steps, scroll down to the bottom of your form to see the new step.

  9. If there are fields created in other steps, you can simply drag and drop these fields into this new step.

  10. Create as many steps as is logical for your form. As a general rule of thumb, there tend to be 4 or 5 main sections:
    ​

    Step 1 — Applicant Info

    Contact details, portfolios, social media links and basic information about the person.

    Step 2 — The Why

    Why is it that person is applying. Why are they a good fit.

    Step 3 — About the Work

    Title, category, description.

    Step 4 — Supporting Materials

    Uploads, links, attachments.

    Step 5 — Declarations & Payment

    Permissions, AI disclosure, fees.
    ​

  11. Once you have created all your steps, you will see them in a list

  13. If you need to move these steps into a different order, select the Reorder Steps option in the list. On the following screen, simply drag the steps into the desired order

Once you have created all your steps and added all the relevant fields into each of those steps, select the Save new version button. Make sure you then test your form from an applicant POV to make sure you are happy with the fields and steps sequence.

What Creators See

When filling out the form, creators will see a progress bar at the bottom each step. They'll be able to:

  • Move forward step-by-step

  • Toggle back to previous sections if needed

  • Benefit from autosave as they go

  • Experience a shorter, more focused form at any one time

On mobile especially, this makes a huge difference. Instead of endless scrolling, applicants get a guided, intuitive experience.

Best Practice Tips

  • Keep steps balanced — don’t overload one and leave another empty.

  • Name steps clearly (avoid vague titles like “Section 2”).

  • Use steps to create momentum — start simple, build toward uploads or payment.

  • Combine with conditional logic for even cleaner forms. To set conditional logic, this should be done on All Steps if wanting to use questions/answers from fields in other steps.

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