Groups

Groups are helpful organizers for steps.

Groups themselves are not content, but are containers for steps. They can:

• be conditionally enabled, either hiding or rendering their content as a whole

• use their own styling that overrides the flow theme

• be dynamically re-ordered using the Group Ranking API.

The user moves through the flow starting from the group at the top, down to the last group. This is the default behavior for Formsort.

If you'd like to allow your user to jump around the flow, see our Navigation Sidebar.

Adding steps a group

Click "Edit groups" to open the Group menu

Press the caret to close the Group menu

To add a group, click Edit groups when hovering the left-side groups editor, or click the arrow at the top right.

In the expanded group editor, you can add groups and then create steps within them.

If you want to move existing steps into a group, you can drag the step into the groups while the group editor is expanded. Alternatively, you can use cut and paste steps to re-organize content between groups.

If you do not create groups, all steps appear within a default group.

Settings

Group Label

You can add a label to easier identify the function of a Group, e.g. naming a Group "Introduction" if it houses the content/questions related to introducing a user to the form. Group labels are not shown to users, unless you choose to show them within the progress bar.

Group ID

Used to create a stable definition/ID of the group when using the Group Ranking API. See the linked documentation for more information.

Logic

Groups can be made conditional, which will show or hide all the steps within a group all at once.

Style

Styling groups

Group style overrides can be used to alter any part of the general Theme set within a group.

Group style override menu

These are particularly handy if you have distinct sections of a flow which might want to adopt a slightly different look and feel.

For example, you might have an Introduction group that contains some lightweight questions and content perhaps a more colorful and spacious design. You can follow that with a Data collection group that has a denser layout to facilitate answering many questions all together

Progress Bar

If you enable it, the progress bar can display progress on the group level rather than the step level, which can help responders place themselves within a longer process.