What this does: Understanding how a Gatheroo request is structured helps you build better, more organised requests. A request is made up of three levels: Pages, Sections, and Fields. Think of it like a document: pages are chapters, sections are headings within each chapter, and fields are the individual questions.
The three levels
1. Pages
Pages are the top level. A request can have one page or many. Clients navigate through pages one at a time: they complete a page and click Next to proceed. Use multiple pages to group related information (e.g. a Contact Details page, then a Company Details page).
When you start a request, the page level is hidden. It is revealed when you create a new page.
2. Sections
Sections sit inside pages. Each page can have one or more sections. Sections group related fields together and can be labelled with a heading. You can also hide or show sections using conditional logic.
When you start a request, or add fields in a page, the section level is hidden. It is revealed when you create a new section.
3. Fields
Fields are the individual questions: a text input, a file upload, a date picker, etc. Fields sit inside sections.
The Welcome Message
The first page of every request has a Welcome Message area at the top. This is where you introduce the request, give instructions, or reassure the client about data security. It’s displayed prominently before the first field.
Adding pages, sections, and fields
- To add a page: click the Add Page button in the left panel.
- To add a section: click Add Section within a page on the canvas.
- To add a field: click or drag a field type from the left panel onto the canvas.
For a full list of available field types, see Field Types in Gatheroo | Overview.