multi-step-form-design

What it does

Guides the design of forms that are split into multiple steps, with explicit progression, conditional fields, and the option to save and resume. It emphasizes breaking complex data collection into coherent steps, using progress indicators to build momentum, and applying logic to skip or tailor fields based on earlier answers. It also addresses when to choose multi-step versus single-page forms and provides criteria for selecting step patterns (Identity, Context, Need, Detail, Confirmation).

How it works

The skill prescribes evaluating whether a form should be multi-step based on field count, natural groupings, and conditional paths. It defines step architecture conventions (Identity, Context, Need, Detail, Confirmation) and sequencing to ensure low-friction to high-friction progression. It describes progress indicators (step counter, progress bar, step list) and highlights risks when indicators misrepresent remaining work. Conditional logic patterns are outlined to show/hide fields, skip steps, adapt language, or route after submission. Save-and-resume mechanics cover when to use them, how users resume (email link, account persistence, anonymous session), and required trust messaging. Validation strategies include per-step, end-only, or hybrid approaches. Drop-off measurement, remediation, and common anti-patterns are also addressed to guide ongoing improvements.

When to use it

Use when scoping a multi-step form for the first time, auditing a long single-page form, deciding whether to break into steps, or designing conditional logic that makes the form adaptive.

What it can touch

The skill references and supports design decisions around form structure, progression, and validation. It does not implement the form itself but provides the architectural guidance for engineers and designers.

Caveats

The guidance emphasizes balance between cognitive load and completion intent and warns about maintenance complexity with conditional logic and dynamic steps. It also stresses truthful progress indicators and clear trust communication for save-and-resume features.

Summary: The skill provides a structured playbook for designing multi-step forms with clear step architecture, progression, conditional logic, and save-and-resume mechanisms to improve completion rates for complex data collection.