[{"data":1,"prerenderedAt":178},["ShallowReactive",2],{"/updates/2026-04-21-guide-teams-through-stage-changes-with-multi-page-workflow-forms":3,"surround":173},{"id":4,"title":5,"body":6,"date":151,"description":152,"extension":153,"head":154,"meta":155,"navigation":161,"path":162,"schemaOrg":154,"screenshot":163,"screenshotMargin":164,"seo":165,"sitemap":166,"stem":167,"tags":168,"__hash__":172},"updates/updates/2026-04-21-guide-teams-through-stage-changes-with-multi-page-workflow-forms.md","Guide teams through stage changes with multi-page workflow forms",{"type":7,"value":8,"toc":142},"minimark",[9,13,18,21,25,54,58,88,99,103,123,127,133],[10,11,12],"p",{},"Moving a record to a new stage often requires more than a simple confirmation. Teams need to fill in specific fields, attach signatures, and add list entries before a transition is complete. Until now, all of that had to happen on the record itself before clicking the action button.",[14,15,17],"h2",{"id":16},"whats-new","What's new:",[10,19,20],{},"Stage actions can now open a guided, multi-page form instead of the standard confirmation dialog. Admins design the form by adding pages, assigning fields and lists to each page, and optionally including a signatures step. When a team member changes the workflow stage, they are walked through each page in order, with a sidebar showing all the pages to complete.",[14,22,24],{"id":23},"why-it-matters","Why it matters:",[26,27,28,36,42,48],"ul",{},[29,30,31,35],"li",{},[32,33,34],"strong",{},"Collect the right information at the right moment"," by presenting only the fields relevant to each stage change, so nothing is missed and nothing is irrelevant.",[29,37,38,41],{},[32,39,40],{},"Reduce errors before they happen"," with live validation that highlights incomplete or invalid fields across every page.",[29,43,44,47],{},[32,45,46],{},"Keep work safe with automatic drafts"," that save progress to the browser so a refreshed page or accidental close does not lose partially completed forms.",[29,49,50,53],{},[32,51,52],{},"Give external users the same guided experience"," through a full-screen workflow form in the Portal, complete with a progress bar, step navigation, and mobile-friendly layout.",[14,55,57],{"id":56},"how-it-works","How it works:",[59,60,61,64,75,82,85],"ol",{},[29,62,63],{},"Open a collection's workflow settings and select the stage action you want to enhance.",[29,65,66,67,70,71,74],{},"In the action's ",[32,68,69],{},"General"," tab, tick ",[32,72,73],{},"Use multi-page form"," to enable the layout editor.",[29,76,77,78,81],{},"Click ",[32,79,80],{},"Edit Form Layout"," to open the editor. Add pages, give each one a title and optional description, then assign record fields, additional fields, and lists to each page.",[29,83,84],{},"Save the action. Enabled fields that are not yet assigned to a page will be flagged, and empty pages will be removed automatically on save.",[29,86,87],{},"When a team member changes the stage on a record, the multi-page form opens as a popup (or a full-screen page in the Portal). They complete each page, review any validation warnings, and submit to advance the record.",[10,89,90,91,94,95,98],{},"Note: You must select ",[32,92,93],{},"Fields to Update"," in the action's ",[32,96,97],{},"Fields"," tab before these appear as options to add to the form page.",[14,100,102],{"id":101},"when-to-use-it","When to use it:",[26,104,105,111,117],{},[29,106,107,110],{},[32,108,109],{},"Operations managers"," running approval workflows can create a form that collects a review summary on the first page, risk assessment fields on the second, and a manager signature on the final step.",[29,112,113,116],{},[32,114,115],{},"HR teams"," processing employee onboarding can guide new starters through equipment requests, policy acknowledgements, and document requirements across separate, clearly labelled pages.",[29,118,119,122],{},[32,120,121],{},"Client-facing teams"," using Portals can present their customers with a structured product request form, with progress tracking and page navigation.",[14,124,126],{"id":125},"get-started","Get started",[10,128,129,130,132],{},"Open any collection with a workflow, edit a stage action, and tick ",[32,131,73],{}," to start building your first guided workflow form.",[10,134,135,136,141],{},"If you have questions or feedback, we would love to hear from you. Email ",[137,138,140],"a",{"href":139},"mailto:support@kinabase.com","support@kinabase.com"," — we're listening.",{"title":143,"searchDepth":144,"depth":144,"links":145},"",2,[146,147,148,149,150],{"id":16,"depth":144,"text":17},{"id":23,"depth":144,"text":24},{"id":56,"depth":144,"text":57},{"id":101,"depth":144,"text":102},{"id":125,"depth":144,"text":126},"2026-04-21T00:00:00.000Z","Stage actions can now present a guided, multi-page form so teams fill in the right fields, add signatures, and complete lists before moving a record to its next stage.","md",null,{"readingTime":156},{"text":157,"minutes":158,"time":159,"words":160},"3 min read",2.265,135900,453,true,"/updates/2026-04-21-guide-teams-through-stage-changes-with-multi-page-workflow-forms","/updates/2026/2026-04-21-guide-teams-through-stage-changes-with-multi-page-workflow-forms.png",false,{"title":5,"description":152},{"loc":162},"updates/2026-04-21-guide-teams-through-stage-changes-with-multi-page-workflow-forms",[169,170,171],"Stage","Workflow Action","Forms","VkMkhu7696oiCvwsDOqM1yyePAGSFbkgBooI8MAFw5A",[174,154],{"title":175,"path":176,"stem":177,"children":-1},"Control how your charts are sorted with custom axis ordering","/updates/2026-04-17-control-how-your-charts-are-sorted-with-custom-axis-ordering","updates/2026-04-17-control-how-your-charts-are-sorted-with-custom-axis-ordering",1776876842023]