---
title: "Multi-Step Form Templates"
slug: "multi-step-form-templates"
updated: 2026-02-16T13:29:00Z
published: 2026-02-16T13:29:00Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gogenuity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Multi-Step Form Templates

We have introduced Multi-step Form Templates to help you get started quickly with workflows. These pre-built templates provide structured, best-practice workflows for common service scenarios, saving you time and ensuring consistency.

#### **Quick Start Templates**

You can now choose from a library of professionally designed templates when creating a new multi-step form. Each template comes with:

- Pre-configured steps and navigation
- Standardized form fields
- Built-in conditional logic (where applicable)
- Optimized layouts for agents and end-users

#### **Available Templates**

**1. IT General Request**

A comprehensive workflow for handling general IT inquiries.

- Key Feature: Conditional logic routing based on request type (Hardware vs. Software vs. Other).
- Use Case: One-stop form for all IT-related issues.

**2. On-boarding Workflow**

A structured process for welcoming new hires.

- Steps: Basic Details → On-boarding Details → Additional Info.
- Fields: Includes new hire name, title, start date, location, and supervisor details.

**3. Offboarding Workflow**

A standardized exit procedure for departing employees.

- Steps: Employee Details → Off-boarding Specs → Final Checks.
- Fields: Covers termination date, department, and supervisor verification.

**4. Hardware Request**

A focused workflow for equipment provisioning and repair.

- Steps: Issue Description → Reasoning → Additional Notes.
- Use Case: Streamlines laptop, monitor, and peripheral requests.

**5. Application Request**

A smart form for software access and licensing.

- Key Feature: "Known App" logic – asks for specific application name if the user knows it, otherwise guides them to describe their needs.

**6. Blank State**

A clean slate for building completely custom workflows from scratch.

#### **How to Use**

1. **Create Custom Form:** Click on "+ Add Form" in the Custom Forms section.
2. **Select Template:** A new modal will appear displaying the "Quick Start Form Templates".
3. **Preview & Choose:** Click on a template to see its description, then select "Use Selected Template".
4. **Customize:** The template will load into the Multi-step Builder, where you can add, remove, or modify fields and logic to fit your specific needs.

We've introduced a suite of pre-built multi-step form templates to streamline your workflow creation process. This update eliminates the need to build complex forms from scratch, allowing you to launch standardized, best-practice forms for common scenarios in seconds.