I'm trying to set up progressive profiling in forms 2.0 - we had successfully done this in the old forms but I want to set the order of the progressive fields and it does not seem like we are able to do so. For example, first visit show 1,2,3 and then second visit show 4,5,6.... In fact, right now, all fields are showing up from the get-go. Any help? Tried searching the community but it's terrible now - impossible to find any information in here. Thanks!
Solved! Go to Solution.
Hi Ashley,
So you have 4 fields in the progressive profiling section. What are the fields at the top of the forms (the "always show" fields), above the hidden ones ?
And what is the setting of the progressive profiling section (click the "Progressive Profiling" box title) ?
-Greg
Pretty sure the fields are supposed to appear in form order (the order you see in the editor). How many fields did you set to show? Can you post some screenshots/links to your form setup?
Click on the Progressive Profile group itself: what is the maximum # of fields to show?
Hi Ashley,
So you have 4 fields in the progressive profiling section. What are the fields at the top of the forms (the "always show" fields), above the hidden ones ?
And what is the setting of the progressive profiling section (click the "Progressive Profiling" box title) ?
-Greg
Ah - so the one single thing I didn't do....select the entire box.
Hi Ashley,
The complete process to set it up is :
It seems to me that you have not done the step 4 correctly. you probably have 3 fields outside the box (always diplayed) and 3 fields in (displayed 3 at a time), so you have 6 fields that show up.
-Greg
Thanks, Gregoire.
Am I missing something? Screenshot attached. I had this all set up as you said already but I just don't see the number of fields box. This is all I see.
Also, keep in mind that if your first 3 fields are set to "Always Show" then they aren't considered part of the progressive profiling, and 3 fields besides those would be shown each time. That could account for why all 6 are showing in the beginning.
John
That was my initial thought, too, but they aren't set to "Always Show"