Building a Multi-Page Form

Hello Everyone,

I’m developing a form with four pages: Page1, Page2, Page3, and Page4 (Have used multi-page wizard option in form build) and need advice on implementing the workflow below:

  1. Initially, only Page1 is visible to the requester, who fills in the required details and submits.

  2. The technician receives a notification, sees Page1 (pre-filled) and Page2, then completes Page2.

  3. Upon submission of Page2, the initial requester is notified and can view Page1 and Page2 in read-only mode.

  4. The technician then accesses Page3; after submitting it, the requester reviews Page1, Page2, and Page3 (read-only).

  5. Finally, the requester fills in Page4.

    • If the issue is resolved (Fixed), the requester closes the ticket and notifies the technician.

    • If not (Not Fixed), the form cycles back to Page2 for the technician, repeating until resolution. (I have used something like Status drop down menu where it has values Fixed and Not Fixed).

    How can I achieve the above method as I have already created the Pages (Page1-Page4)?
    I saw a multi-step approval question as well on the community but was not able to apply in my above query.

    Any suggestions would be helpful !!!

    Many thanks!

1 reply