--- title: "How to hide or show sections based on the form stage" slug: "how-to-hide-or-show-sections-based-on-the-form-stage" updated: 2026-09-28T06:23:24Z published: 2026-09-28T06:23:24Z canonical: "help.quickbase.com/how-to-hide-or-show-sections-based-on-the-form-stage" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.quickbase.com/llms.txt > Use this file to discover all available pages before exploring further. # How to hide or show sections based on the form stage ## Overview Set up advanced workflow actions that allow a form to be completed by multiple users in different stages. Only relevant sections will be shown to each user, and the form will be automatically forwarded to the next user until the final stage is complete. For example, let's say you have a form with three sections: one for the office, one for an inspector, and one for a supervisor. You could set up rules that allow each team member to complete their assigned section, with the other sections hidden. When the office worker completes their section, it would automatically be forwarded to the inspector. When the inspector finishes, it would be automatically sent to the supervisor. When the supervisor fills out the final stage, the form would be complete when submitted. ## Set up the form Using the example stated above, we have created a form with three separate sections that will display during each of the three stages. Each stage is labeled accordingly. ### Office stage (section 1) 1. Customer Name ([Text field](/fastfield/docs/text-field-single-line-text)) 2. Customer Phone Number ([Formatted numeric field](/fastfield/docs/formatted-numeric-field-formatted-input)) 3. Customer Address ([Long text field](/fastfield/docs/long-text-field)) ![Office stage fields shown in the Form Builder](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4405578876685?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) ### Inspector stage (section 2) 1. Windows ([Option list](/fastfield/docs/option-list-field)) 2. [Multi photo field](/fastfield/docs/multi-photo-field-video) 3. Doors ([Option list](/fastfield/docs/option-list-field)) 4. [Multi photo field](/fastfield/docs/multi-photo-field-video) 5. Ceiling ([Option list](/fastfield/docs/option-list-field)) 6. [Multi photo field](/fastfield/docs/multi-photo-field-video) 7. Walls ([Option list](/fastfield/docs/option-list-field)) 8. [Multi photo field](/fastfield/docs/multi-photo-field-video) ![Inspector stage fields shown in the Form Builder](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4405568288653?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) ### Supervisor stage (section 3) 1. Approving Supervisor Name ([Text field](/fastfield/docs/text-field-single-line-text)) 2. Status of Project ([Option list](/fastfield/docs/option-list-field)) 3. Supervisor Signature ([Signature field](/fastfield/docs/signature-field-video)) ![Supervisor stage fields shown in the Form Builder](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/4405568324109?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) ## Establish workflow and delivery actions Once the form is set up, select the **Delivery** button to set up the three stages. In our example, we have set up and labeled the three stages of the form. The first portion is the Office Stage, where customer information will be collected and sent out to the inspector. Next, the inspector will complete the Inspector Stage, and lastly the form will be sent to the supervisor for the final approval. ![Delivery stages configured for the office, inspector, and supervisor workflow](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D)At each forward stage you will need to choose the **recipient** and fill out the **message** boxes with the information you would like to be provided in the recipient's app inbox and email inbox. ![Recipient and message fields configured for a forward stage](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) ## Create the advanced rules 1. Go to the **Advanced Rules** section of your form: ![Advanced Rules section of the form](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) 2. Add a **Variable**. ![Add Variable option in Advanced Rules](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) 3. **Rename** the variable and select the **Function** drop-down menu. ![Function drop-down menu for the new variable](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) In our example, we have named the variable Current Stage and have selected the **Current Stage** text variable option. ![Current Stage variable named in Advanced Rules](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D)![Current Stage text variable option selected](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D) 1. Once the variable has been determined, then continue to the **Rules** tab to set up the conditional logic to hide and show sections. - Below we have created the Stage Rules. When setting up each rule, select your variable as **Current Stage**, **Equals**, and then the name of the previously defined stage in the workflow delivery; > [!NOTE] > **Note** > > This name must be an exact match with no extra spaces or characters in order to work correctly. ![Stage Rules created for each workflow stage](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/image(107).png?sv=2026-02-06&spr=https&st=2026-10-30T08%3A04%3A16Z&se=2026-10-30T09%3A04%3A16Z&sr=c&sp=r&sig=Ww1KzqixAdcFeM42WXFOpfoFkZ4ZZLqXJVvDDdprk1E%3D)