Note: This article applies to the new Form Step experience in Streamline.

The Section field allows you to group related fields together and organize your Form into clear, structured areas. Sections help make longer forms easier to navigate and allow you to manage related fields as a single unit.

Once added to your Form, a Section acts as a container for any fields placed inside it.

How to Add a Section

To add a Section to your Form:

1. Click Add Field in the Form Builder.
2. From the navigation panel, select Section from the Layout tab.
3. The Section will be created on your Form where you can begin customizing it.

Configuring Your Section

Section Title

• Provide a name for the Section to help organize your content.
• This title appears internally above the fields contained within the Section.

Note: You can also add a Description or a Header field to further customize the look and feel of each section, making your Form easier to read and visually organized.

Adding Fields to a Section

There are two ways to add fields to a Section:

• Drag fields into the Section from elsewhere on the Form
• Add fields directly inside the Section using the Add Field option

Fields can be repositioned in or out of a Section at any time.

Section Options

Sections include several controls to help you manage visibility and interaction:

• Hide Section - Hide the entire Section so it does not appear to the end user. This is helpful when you need to store or pass information to another system without displaying it on the Form.
• Read Only - Make all fields within the Section read-only. Useful for displaying information that should be visible but not editable.
• Duplicate - Duplicate the entire Section—including all fields inside—to reuse layouts or repeat content efficiently.
• Delete - Remove the Section and all fields it contains if no longer needed.

When to Use a Section

Sections are ideal for:

• Grouping related fields
• Structuring longer forms into logical areas
• Organizing contact, personal, or billing information
• Storing backend-only information needed for integrations
• Keeping your Form clean and easy to navigate

Notes

• Users can change the name of the Section. This name shows in the Navigation on the left hand side.

• Users can add fields into the section under the + in the blue outlined Section.

• Pages can hold Sections and Fields, Sections can hold fields and fields are the lowest option. This means. Basic field items added to the Parent are inherited.

  Example: If a form has a Page that is set to Read Only with two sections in it (that are separate and not a section in a section) and one section is set to Hidden and there is a field in that section that is set to Required, that field is Required, Read Only and Hidden. Any base form field functionality (required, read only, hidden) is inherited.”

Feature Considerations

A field can be set as required while located in a hidden section. If the field is not prefilled, the form will return an error.