In business process and call script templates, you add sections into a page to group together questions and visually organize the page for users. When a user runs a business process or call script, questions in each page display under their corresponding sections.

Adding sections

Divide your page into sections of related questions to visually organize the page for users.

To add a section to a page:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template in which you want to add a section. If you selected a business process template, select the Form subtab.

3. In the Pages tab, click the Edit button for the page you want to add a section to.
   

   You can also add sections while adding a new page to your form in the Add Page dialog.

   The Edit Page dialog opens.

4. In the Sections area, click the Add button. The Add Section dialog opens.

5. In the Detail tab, in the Index field, enter an alphanumeric value for the order of the section in the page. For example, the first section could have an index value of 1 or A.

6. In the Title field, enter a title for the section.
   

   You can add tokens in the Title field. A token is used to insert the value of a field associated with a contact, company or opportunity.

7. In the Subtitle field, enter any additional contextual information about the section.
   

   You can add tokens in the Subtitle field.

8. In the Section Enablement tab, select the Allow users to enable and disable this section checkbox if you want to allow the section to be enabled or disabled the user who is filling out the form.
   

   If you allow a user to disable a section, the user can disable the section even if the section has required fields.

   The label field becomes available for editing.

9. Select the Enable by default checkbox to specify that the section is enabled by default.
10. In the Section enablement control label field, enter a label for the checkbox.
11. Click Save and Close. The Add Section dialog closes.

12. Add questions to your section.
    

    You cannot have empty sections in a page.

13. Click OK. The Edit Page dialog closes.

The section is added to the page.

Modifying sections

Modify a section in a form when you want to make changes to its index, title, subtitle, or enablement settings. You can also change the order in which sections display for users.

When you move a section within a page, you also move the questions contained in the section. You can move sections only within a page. You cannot move a section from one page to another.

To modify a section in a form:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the section that you want to modify. If you selected a business process template, select the Form subtab. The details of the selected template display.
3. In the Pages tab, click the Edit button for the page whose sections you want to modify. The Edit Page dialog opens.
4. In the Sections area, click the Action button for the section that you want to modify, then select Edit. The Edit Section dialog opens.
5. In the Detail and Section Enablement tabs, make changes to the section.
6. If you want to change to order of sections , then click the Up or Down buttons to move a section up or down in the list. The order of sections in the list defines the order in which sections display when a user runs a business process or call script.
7. When you are finished, click OK to save your changes to the section. The Edit Section dialog closes.
8. Click OK to save your changes to the page. The Edit Page dialog closes.

The section is modified.

Deleting sections

Delete a section in a form when you want to remove the section and its associated questions from a page.

To delete a section in a form:

1. Navigate to the Customize workspace.
2. In the Business Processes, Call Management, or Lead Management tab, select the template to remove a section from. If you selected a business process template, click the Form subtab. The details of the selected template display.
3. In the Pages tab, click the  the Edit button for the page whose sections you want to modify. The Edit Page dialog opens.
4. In the Sections area, click the Delete button for the section that you want to delete. A confirmation dialog opens.
5. Click Delete. The confirmation dialog closes and the deleted section is removed from the list.
6. When you are finished, click OK to save your changes to the page. The Edit Page dialog closes.

The section and its associated questions are deleted.

Related links

Configuring pages
Configuring questions
Parameterized text
Tokens for business process templates