- 01
Open the form designer
In the web portal, open Forms and choose the form you want to edit.
- 02
Add a page
Use the pages panel to add a page wherever the form naturally breaks—such as site details, checks and sign-off.
- 03
Rename, reorder or delete pages
Rename each page so the field team knows what it covers, move pages into the right order and delete any page that is no longer needed.
- 04
Add a show/hide rule
Select a field and add a condition based on an earlier answer. Operators include equals, not equals, any of, all of, empty and not empty.
- 05
Combine conditions
Join multiple conditions with AND or OR, so a question appears only when every condition—or any one of them—is met. Fields can also be required only while they are visible.
- 06
Test every path
Use the live fill preview with mock data to walk each branch before publishing the form.
Good to know
- ✓Keep page names action-oriented so progress feels clear on site.
- ✓A failed check revealing a photograph and remedial action is the most useful first rule.
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