Knowledge BaseHow to use Autopilot Process SetupHow do I add / remove a form section?

How do I add / remove a form section?

In order to make a change to a process, you will need to access the Setup Lander.

To access the Setup Lander view: How do I access a process I want to Edit

Add a Form Section

  1. Click on Form
  2. Click on "New Form Section" or "+" to add a new form section.

Adding New Form Section  Details

Adding New Form Section  Details

Add the details of a new section on the right of the screen

  • What is the section's title? - Should be the name of the New section you creating
  • When should this section be enabled? - Lets you set at which step this section should be editable
  • When should this section be visible? - Lets you set at which step this section should be visible
  • When should this section be collapsed? - Lets you set at which step this section should be collapsed in a process
  • Render the section as: - Enables you to set this section as a table or fields
  • Click on Save to save the New Section

Remove Form Section

Currently, Autopilot allows users to hide a section from a form.

To hide a section from the form:

  1. Click Settings Icon on the section you want to remove
  2. Set When should this section be enabled? to "Never".
  3. Set When should this section be visible? to "Never"
  4. Set When should this section be collapsed? to "Never"
  5. Click Save to save the changes made