Multi step Survey - Alekseon/magento2-widget-forms GitHub Wiki

Goals

1. Create Survey Form

To create form go to Content -> Elements -> Manage Custom Forms, and Add New Form.

  • Title - set form title
  • Can use as frontend widget - set to yes, to use it later as widget on frontend.
  • Group Fields In - set to Tabs, to group survey fields in separated tabs in admin view. (optional)

2. Add Survey Fields

In Form Fields tab, create 3 tabs (steps), for example Personal Info, Question, Summary

Add fields in Personal Info tab:

  • Name - set it as Text Field and required
  • Email - set it as Text Field and required

Add fields in Questions tab:

  • How do You rate our products? - set it as Rating and required
  • (we will set options in next step)
  • How Did You find our website? - set it as Dropdown and required
  • (we will set options in next step)
  • Is this first time You have visited the website? - set it as Dropdown and required

Add fields in Summary tab:

  • Any additional comments - set it as Text Area
  • Agree to Terms and Conditions - set it as Yes/No and required

Read more about form input types here.

3. Add options to Dropdown Fields

Lets add options to Dropdown fields. Options can be added only to seved fields, click Save and Continue button form before.
We have 2 fields with dropdown options:

How do You rate our products?

For this field we want define custom options. Go to field Advanced Settings, there You can define options in Manage Options section.

Is this first time You have visited the website?

For this field we want to have options Yes and No. You can simply select Yes/No as Option Source on this field.

4. Enable Multisteps

5. Setup Confirmation Email

6. Enable Re-captcha

7. Place Survey on CMS Page

8. Result

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