1. Open your form settings
a) Open Form templates inside your Portal Group
b) Open Form templates inside your Proposal group
2. Turn on stepped pages
Add the elements to the Form, return to the first block (or the title) and tick "Break form into steps (one field or section each)".
Save the form afterwards.
Leaving the box unticked keeps the form exactly as it is today — one long scrolling page.
3. Check how the pages are split
We split the form automatically: Each element gets its own page, you can check the final result by clicking the Preview button.
What your client sees
When your client opens the form from their portal or a workflow, they see one page at a time with:
A progress bar across the top, so they know how much is left.
"Next" and "Back" buttons. Going back never loses what they've already typed.
The form name above every page, so they always know which form they're filling in.
The first field selected automatically — they can start typing straight away, and press Enter to move to the next page (or to submit on the last page).
In a portal workflow, "Save and close" stays available on every page. Your client can stop part-way, come back later and pick up where they left off. Any terms and conditions appear on the final page, just before they submit.
Good to know
Forms with conditional logic can't be broken into steps. If your form shows or hides fields based on earlier answers — or uses a grid — it stays as a single scrolling page.