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Screen Step components in Inquiries

Overview

Components are the building blocks of designing your flow inside the Flow Editor. You can drag and drop components from the Component Library to arrange them on screens inside the Screen Editing View.

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Using Component Design, Data, and Logic tabs

For most components, you will see tabs for Design, Data, and Logic. The elements groups of components do not interact with data and thus do not include that tab.

Design Tab

The Design tab lets you set sizing, spacing, and other attributes for each component.

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Depending on the particular component, some Design sections or even a particular configuration may be included or removed.

Design Tab Sections

SectionWhat it controlsComponents that use it
PropertiesThe core content and behavior settings like text content, labels, placeholder text, button type, URL, image source, step transitions, field options, and other component-specific configuration.Most components (buttons, inputs, containers, text, image, stepper, home, etc.)
AppearanceVisual styling like fill/background color, border color and style, stroke, and highlight colors.Buttons, inputs, containers, images, footer, repeatable container
LayoutSizing and spacing: width, height, padding, margin, alignment, axis/direction, justify, flex width, and gap.Nearly all components
TypographyText styling per sub-element: font family, font size, font weight, line height, and color.Buttons, all input types, text, title, privacy policy
IconsIcon configuration for individual stepper states: current step, completed step, incomplete step, disabled step, errored step, and connector.Stepper only
Default IconsDefault icon images for the home screen's initial and completed states.Home only

Data Tab

The Data tab is used for Form components to designate how to structure information collected from your end-users. You can also set validation rules for what information is allowed within a field. Depending on the particular component, some Data sections or even a particular configuration may be included or removed.

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Data Tab sections

SectionWhat it controlsComponents that use it
FieldsMaps component inputs to inquiry fields. Component-specific options like field option-to-label mappings, number precision, country language prioritization, and location-based prefill behavior.Nearly all Forms and Advanced forms inputs (text, select, checkbox, date, phone, address, etc.)
ValidationsRules enforced on the field value: required/optional, custom validation logic, date range constraints, restricted characters, strict URL format, file type allowlist, file size limit, and file upload count limit.Most input types (text, select, checkbox, date, phone, address, file upload, etc.)
AutocompleteAddress autocomplete settings: enable/disable autocomplete, address type, manual entry prompt text, selected country code override, and subdivision handling.Address input only
FormatOutput format settings for the field value: specifically timezone handling for date values.Date input only
PrefillControls whether the field can be pre-populated with a value passed into the inquiry.Masked text input only
Form settingsAdvanced settings specific to the International Database Inputs component: allowed ID types, entity type, hiding the country/ID-type selectors when prefilled or when only a single option is available.International database inputs only
⚠️Note that once you save a template, you can not edit a key name for a field.

Logic Tab

The Logic tab lets you set behaviors for your components. You can build logic to Show, Hide, Disable, and Enable that component.

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Component Options

There are many types of components. Note that we continue to add components, and this may be an incomplete list.

Elements

As noted earlier the Elements component groups do not include any Data configurations since they do not include any form inputs for end users.

ComponentDescription
ButtonA submit-action button that advances the user through the inquiry flow.
ContainerA horizontal layout container for grouping and arranging child components side by side.
Device Handoff ButtonA button that transfers the active inquiry session from one device to another (e.g., desktop to mobile).
FooterA fixed footer area at the bottom of a screen, typically holding the primary action button.
HomeA pre-built home/start screen component for the initial inquiry landing experience.
ImageAn image display component for adding hosted or locally uploaded visuals to a screen.
List ContainerA list display component, with optional filtering to show only matching items.
SpacerAn invisible block used to add controlled whitespace between components.
StepperA visual step-progress indicator showing the user's position in a multi-step inquiry flow.
TextA free-form text block for displaying body copy, instructions, or descriptions.

Forms

ComponentDescription
Address inputA structured input for collecting a full mailing address (street, city, state, ZIP).
CheckboxA single checkbox for binary consent or agreement capture.
Checkbox groupA grouped set of checkboxes for collecting one or more selections from a list.
DateA date picker input for collecting a calendar date from the user.
File uploadAn input that allows the user to upload a file or document.
Masked textA text input that obscures characters as they are typed (e.g., for SSNs or passwords).
Multi selectA dropdown or picker that allows the user to choose multiple values from a list.
Number inputA numeric-only input field for collecting integers or decimal values.
Phone numberA phone number input field with formatting and country-code support.
Radio groupA set of mutually exclusive radio buttons for selecting exactly one option from a list.
SelectA single-value dropdown picker for choosing one option from a list.
Text areaA multi-line text input for collecting longer free-form responses.
Text inputA standard single-line text field for collecting short free-form text.
URL inputA text input validated for URL format, for collecting web addresses.

Advanced forms

ComponentDescription
Country multi selectA specialized picker that allows the user to select multiple countries.
Country selectA specialized single-country picker pre-populated with a standardized country list.
Government ID Type SelectA dropdown for selecting the category of government-issued ID being submitted.
International database inputsA set of inputs tailored to collecting identification data required for international database lookups.
MX BankAn input specialized for Mexican bank account data collection.
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