Your customers submit ideas in your portal using the ideas form layout. You can customize this layout just like any other record layout, but by default, it is a single step. With dynamic forms, Ideas Advanced users can create multi-step forms with conditional rules, such as showing or skipping specific steps during the idea submission process. Use dynamic forms to create a more personalized experience for your customers when they submit their feedback, so you can capture key information and efficiently evaluate every idea.
Ideas portals with the new design support dynamic idea submission forms. Check your portal settings in Branding -> Custom -> Design to make sure you are using the new design before you create a dynamic form.
Navigate to ⚙️ Settings -> Account -> Custom layouts -> Ideas and edit the Ideas portal — Ideas layout that customers use to submit feedback. You will find it within the Create Ideas Portal - Idea (Pop-up) tab within the layout view.
You will see an Add step button when editing this layout. Add multiple steps to your layout, and add custom fields to each step. Then apply conditional rules to the fields on each step to determine who needs to answer what questions.
We recommend that you build your dynamic form with multiple steps first, and then apply rules to each step.
To edit an existing layout, hover over it and select Edit from the Actions section. Or click Add custom layout to create a new one. From the Custom layout builder, click Add step to define a new step.
Think of a step as a way to group related fields. For example, you could create a step to gather general information about an idea, such as the name and description, then a step for each idea category. Use existing custom fields in your steps or create new ones as you go.
Within each step, you will also see the option to Add a rule. Create rules based on ideas category or the following custom field types:
Predefined choice list
Editable choice list
Predefined tags field
Tags field
As you build out your dynamic form, think about how you would like to guide your customers through the idea submission process. Use rules to choose what you want to happen when a user completes a field with a specific value. Show or skip specific steps, have users submit their idea, or display a custom message to them. From any rules that are setup to take users to a specific step, click View step to review that step in the Custom layout builder.
When you have created all your steps and rules, click Save to save your layout. Head over to your ideas portal to try out your new dynamic idea submission process. You will see that when a user fills out the dynamic form on your ideas portal, they will have the opportunity to review all their responses before submitting their feedback. And you can review these ideas just as you would other submitted ideas — scoring and prioritizing the best ones.