> For the complete documentation index, see [llms.txt](https://help.dollarlabs.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.dollarlabs.io/dollarlabs-b2b-custom-pricing/wholesale-forms/conditional-logic-and-multi-step.md).

# Conditional logic & multi-step

Split a wholesale application into steps, and check availability for conditional branching.

**The form editor supports multiple steps.** Turn on **Multi-step** to split a long application into pages with Back and Next buttons.

Conditional branching uses a separate advanced builder and is not available in the standard production editor.

## Add steps to a form

1. Open your form in the form editor.
2. Open the **Multi-step** chip and turn on **Split the form into pages with Back and Next**. The field list becomes **Multi-step**, with a tab for each step.
3. Choose **Add step** (the **+** beside the step tabs) to create the next step.
4. Give the new step a **Title** and, optionally, a **Description**.
5. Add the fields for that step. Select a step tab to edit its fields.
6. Save, then open the storefront form and test moving forward and backward.

<figure><img src="https://2844543096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcVBfwy7Yj4tU8TsxkHEr%2Fuploads%2Fgit-blob-e012206655d87e0d301335570d74bad41f6386d4%2Fform-multistep-steps-annotated.png?alt=media" alt="Multi-step switch turned on and the field list split into Step 1 and Step 2 tabs with an add step button." width="696"><figcaption><p>Turn on Multi-step, then add steps and give each one a title.</p></figcaption></figure>

{% hint style="warning" %}
**Remove step** deletes the step **and its fields**. If you remove one by mistake, choose **Discard** before you save.
{% endhint %}

For example, put contact details in the first step and business details in the second. Keep each step useful; do not add steps just to separate individual questions.

Test required fields on every step and submit a complete application. Confirm all answers arrive in the app.

## Conditional fields

If you need fields or branches that depend on earlier answers, contact <support@dollarlabs.io> to check advanced-builder availability before planning the form.

Already using an advanced form? Contact support before switching editors. The simple editor does not represent its conditional rules.

For a standard form, make less common questions optional or use separate forms for different application types.