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3. Maker Course - Customize the Intake Interface

Video Walkthrough

Follow Along:

  1. In the module builder toolbar, select the Interfaces button. The Interfaces panel displays.

  2. Select the interface you created in the previous section. The interface builder displays.

Add and Configure Widgets

  1. In the right panel, select the Input Type Text widget. The widget is added to the interface.

  2. In the widget configuration panel, rename the Title to "Who is this order for?" and turn on the Wrap title text toggle.

  3. Scroll down to the widget Input section and select the Field for input dropdown, then select the Submitting User field.

  4. Turn on the Is required? toggle.

  5. In the interface body, select + Add Widget, then select the Input Type Dropdown widget in the right panel. The widget is added to the interface.

  6. In the widget configuration panel, rename the widget Title to "What type of plushy would you like to order?" and turn on the Wrap title text toggle.

  7. Scroll down to the widget Input section and select the Field for input dropdown, then select the Plushy type field.

  8. Turn on the Is required? toggle.

  9. In the interface body, select + Add Widget, then select the Input Type Date widget in the right panel. The widget is added to the interface.

  10. In the widget configuration panel, rename the Title to "When do you need to receive this order by?" and turn on the Wrap title text toggle.

  11. Scroll down to the widget Input section and select the Field for input dropdown, then select the Required By Date field.

  12. In the interface body, select + Add Widget, then select the Input Type Dropdown widget in the right panel. The widget is added to the interface.

  13. In the widget configuration panel, rename the Title to "Is this order a gift?" and turn on the Wrap title text toggle.

  14. Scroll down to the widget Input section and select the Field for input dropdown, then select the Is Gift? field.

  15. Turn on the Display options as a list toggle.

  16. In the interface body, select + Add Widget, then select the Input Type Text widget in the right panel. The widget is added to the interface.

  17. In the widget configuration panel, rename the Title to "Optionally, set a gift message:" and turn on the Wrap title text toggle.

  18. Scroll down to the widget Input section and select the Field for input dropdown, then select the Gift Message? field.

  19. Turn on the Enable Display Conditions toggle. A new conditions group displays.

  20. Configure the conditions group to display the widget when Is Gift? is Equal to "Yes".

The interface is now complete with widgets for the various input fields and some conditional logic to only display the gift message input field when the user indicates the order is a gift. Next, we'll create the intake sequence to enable a user to complete this form.

Next Step:

4. Maker Course - Create an Intake Sequence