Multi-Step forms are groupings of form fields placed on separate pages that dynamically support users through the process of completing the transaction.
Long forms can be a deterrent to users initiating the completion of a form. Breaking up forms can help the anticipated experience of completing a form feel more manageable for users, thereby helping to increase adoption and usage.
Multi-step forms can make use of conditional states and limit the amount of form fields that are presented to users.
Where form completion time requirements is expected to exceed 5 or 10 minutes, multi-step forms can allow users to save the state of their form in progress and return later to complete.
Use the standard progress bar to indicate progress to a user.
Group data according to like information type. Avoid overly short or superfluous steps if they can be combined with another similar step i.e. always group name and address information together
- Progress bar (used only on a multi-step form - should allow user to navigate form)
- Back button to previous pages (to amend responses)
- Save button (functioning as a “save and next”)
- A function to reset or clear page inputs should not be used as some users may inadvertently lose their progress by accidentally selecting the function.