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Multi-Step Form

• Definition: A multi-step form is a type of user interface design where a form is divided into several sections or steps, allowing users to complete the form in parts rather than all at once.
• Purpose: This approach helps to manage complex forms by breaking them into more manageable sections, improving user experience and reducing the chance of user error.
• Implementation: In Pega, a multi-step form can be implemented using Flow Actions within a case type. Each flow action represents a different step in the form. The user progresses through each step, often by clicking "Next" or "Previous" buttons.

Screen Flow

• Definition: A screen flow is a type of process flow designed specifically for guiding users through a series of screens or steps, usually in a linear sequence.
• Purpose: Screen flows help to direct users through a process, ensuring they complete all necessary steps in the correct order. They are often used in scenarios like onboarding processes, approvals, or any sequential task.
• Implementation: In Pega, screen flows are built using the Flow rule type, specifically designed to include various screens or steps. Each screen represents a stage in the process, and users are guided through these screens based on the flow defined in the process.

Key Differences and Relationships

• Scope: A multi-step form is more focused on the user interface and user experience, while a screen flow is broader and includes the overall process and flow of steps.
• Usage: Multi-step forms are typically used within screen flows to gather input from users. In contrast, screen flows orchestrate the sequence and logic of the overall process, which might include multiple forms or screens.
• Interaction: In Pega, you might use a screen flow to manage the sequence of steps and integrate multi-step forms as part of the flow to capture user input efficiently.