InsuredMine CRM | Optimize and Grow Your Insurance Agency

Form Wizard within Forms Module

A new feature called ‘Form Wizard’ has been introduced, allowing users to create forms page by page. This feature is particularly beneficial when dealing with lengthy forms.

Use Case: The ‘Form Wizard’ enhances form creation by simplifying lengthy forms, enabling users to create them page by page for a smoother user experience.

To View the Enhancement:

  • Navigate to the Forms module.
  • Then, select ‘Create New Form.
  • Click on the ‘Wizard form’ to create a form page-wise.
  • Click on ‘Page 1.’
  • Add the necessary text field contents for Page 1.
  • Click ‘Save.’
  • Click on ‘Page 2.’
  • Add the required text field contents for Page 2
  • Click ‘Save.’
  • Enter the form name.
  • Click ‘Save.’
  • Upon completion, a success notification confirming the form update will be displayed.
  • Depending on the selected pages, the forms will be created accordingly.

Note: Ensure all mandatory fields are filled in on each page to proceed to the next page.

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