Organize an Interview Into Stages
Interviews can be organized into groups of screens called stages. This can be useful when you have a large number of screens and want to categorize these into sections. This helps to give the user a visual sense of their progress through the interview. The stages are displayed at the top of an interview, or at the side of an interview, with the stage you are currently in selected. You can click on a previously visited stage to access the screens in that stage. If the interview allows free navigation, you can also click on a future stage to access the screens in that stage.
Add stages to an interview
To add a stage to an interview, on the Interview tab, click the New Stage button.
The new stage will be added below the last screen in the screen list.
To add screens to a stage:
- In the screen list, select the screen that you want to move into a particular stage.
- Drag it to the stage folder, or directly to the location within the stage where you want it to appear.
- Drop the screen by releasing the mouse button.
Tip: The navigation strip, which shows the progress stages and the screens in each stage, can be configured to change the colors and icons used. The navigation strip can also be shown at either the top or left side of the interview, or hidden completely. For more information, see Configure the Navigation Strip.
Rename an interview stage
Stage names should be descriptive of the logical group or purpose of screens contained in that stage.
By default, stages are titled 'Stage 1', 'Stage 2', 'Stage 3' and so on. To change the name of a stage:
- Select the stage title in the screen list and click it once to make it an editable field.
- Type a new name for the stage and click Enter.
Tip: You can use substitution in the stage name. For more information, see Show Attribute Values On Screens.