Steps
A form can consist of several steps. The standard Hintbox form, for example, consists of the following five steps.
Between the steps, the whistleblower can proceed to the next step by clicking on "Next".
Create step
To create a step, first navigate to the form administration.
Click on the editing pencil next to the relevant form.
Click on "Add step".
A dialog will open. Fill in the relevant fields and tick the required checkboxes.
Title: Each step has a title, which is displayed to the whistleblower when the case is submitted.
Contact form: If a step is a contact step, the input fields (first name, surname, e-mail, telephone number, street, house number, city, country) can also be used.
Visibility: Only one visible step is displayed to the whistleblower when the case is submitted.
Pop-up: A pop-up step is displayed in the case submission as a small information window.
Dependencies: Steps can also be set in relation to each other. The dependencies are here described.
Click "Save".
The step has been created and can be filled with fields. What are fields and how can they be added to a step? You can find out more about this here.
Save the form.
Changing the sequence of steps
To change the sequence of steps in a form, first navigate to the form administration.
Click on the editing step for the corresponding form.
You can hold down a step and drag it to a new position.
The step is located at the new position.
Save the form.
Edit step
To edit a step, first navigate to the form administration.
Click on the editing step for the corresponding form.
Select the step to be edited.
Click on the editing pencil.
A dialog opens. Edit the relevant fields and tick the required checkboxes.
Title: Each step has a title, which is displayed to the whistleblower when the case is submitted.
Contact form: If a step is a contact step, the input fields (first name, surname, e-mail, telephone number, street, house number, city, country) can also be used.
Visibility: Only one visible step is displayed to the whistleblower when the case is submitted.
Pop-up: A pop-up step is displayed in the case submission as a small information window.
Dependencies: Steps can also be set in relation to each other. The dependencies are here described.
Click on "Save".
Save the form.
Translate step
When translating a step, a distinction is made between the translation of the title of the step and the entire active step.
To translate a step, first navigate to the form administration.
Click on the editing pencil next to the relevant form.
Select the step to be edited.
Click on the editing pencil to translate the title of the step.
Click on "Translate".
Select the languages in which you want to translate the title of the step.
Click on "Translate now".
Click on the Englisch language to check the translation.
For example, select the language Spanish.
Check the Spanish translation.
To additionally translate the content of the step. Click on the three dots.
Click on "Translate entire active step".
Select the languages in which you want to translate the title of the step.
Click on "Translate now".
Save the step.
Save the form.
Delete step
To delete a step, first navigate to the form administration.
Click on the editing pencil next to the relevant form.
Select the step to be deleted.
Click on the delete symbol.
Save the form.
Create step as contact form
A maximum of one step can be assigned to a form as a contact form. In this step, in addition to the normal fields You also have the option of entering contact information such as: First name, last name, e-mail, telephone number, street, house number, postal code, city, country and the checkbox Are you an employee? If the whistleblower fills in these fields, they will be assigned to them as contact information. This can be viewed on the report and in the user administration.
To create a step as a contact form, first navigate to the form administration.
Click on the editing pencil next to the relevant form.
Create a new step or edit an already existing step. Click on the "Create as contact form" checkbox.
Click on "Save".
Drag the desired fields into the area indicated by the red arrow.
When you are finished, click on "Save".
Create step as pop-up step
A pop-up step looks like this when the information is given.
To create a step as a pop-up, first navigate to the form administration.
Click on the editing pencil.
Create a new step or edit an already existing step. Click on the Create step as pop step checkbox.
Once the checkbox has been set, you can add a "Back button" to the pop-up step. This would look like the following when submitting the report.
To activate the Back button, click on the following checkbox.
Click on Save.
Save the form.
