---
title: "Tutorial: a wholesale request form with steps and conditions - Workflow Forms"
description: "Build a two-step wholesale request form with your own fields, a question that only shows after a certain answer, and a direct link page you can share with buyers."
canonical: "https://docs.workflow-forms.app/tutorial-wholesale-request"
---

# Tutorial: a wholesale request with steps and conditions, step by step

In this tutorial you build a wholesale request form with two steps, your own fields, a question that appears only after a certain answer, and a page of its own that you can link from emails and social posts. About twenty minutes. The screenshot is from our demo store.

## Step 1: start from the template

Open **Forms**, select **Create form**, pick **Wholesale request** and select **Use this template**. You get Company, contact details, VAT number and a message. Give the form a title such as `Wholesale request`, the handle `wholesale-request`, a description and a button label such as `Request wholesale access`.

## Step 2: add your own fields

Select **Add field** at the bottom of the left panel and pick **New custom field** for each of these:

| Field | Type | Options |
| --- | --- | --- |
| Which products are you interested in? | Checkboxes | Your product lines, one per option |
| Expected monthly volume | Dropdown | A few ranges, for example `Up to 100 units`, `100 to 500 units`, `More than 500 units` |
| Do you already sell comparable products? | Radio buttons | `Yes` and `No, we are new to this` |
| Where do you sell them? | Text | |

Each field is saved to your library, so you can reuse it on another form later. Mark the products, volume and reseller questions as required in their panel. See [Fields and the field library](https://docs.workflow-forms.app/fields-and-the-field-library.md).

## Step 3: show a question only when it applies

Select the field **Where do you sell them?** in the preview. In its panel open **Conditions** and add a rule: show this field when **Do you already sell comparable products?** equals **Yes**. The rule runs on your storefront and again on our server, so a hidden field is never stored, and the editor refuses a rule that would loop.

## Step 4: split the form into steps

Select **Add field**, open **Layout** and add a **Page break** after the contact details. Everything after it becomes step 2 with **Next** and **Back** buttons and a progress line. Give the page break a label such as `Your business`; it is shown as the step title. A paragraph block above the first fields can tell visitors what the second step asks for.

A step that ends up empty because of conditions is skipped automatically.

![The form editor with the wholesale request form: a paragraph, contact fields, a page break titled Your business, country, VAT number, product checkboxes, a volume dropdown, radio buttons and a conditional question](https://cdn-dev.eu.codecreationlabs.cloud/crm-tool/uploads/SjJ78gKLnLlocopCui3Cs62dJbGZ7F1n/747f5b6397cf1ffc.png)
*The whole form in the editor; on the storefront it is shown in two steps.*

## Step 5: give it a page of its own

Above the preview, under **Show on your store as**, select **Link page**. The form gets a page inside your theme at `/apps/workflow-forms/f/wholesale-request`, with your header and footer. Share the link in an email, a social post or a QR code; no theme block needed. Select **Save**. See [Direct link page](https://docs.workflow-forms.app/direct-link-page.md).

The same form can also sit on a page as a theme block, or open as a popup: one form, one renderer, three placements.

## Step 6: test it like a visitor

Select **Test like a visitor** above the preview. Fill in step 1, select **Next**, answer **Yes** to the reseller question and watch **Where do you sell them?** appear. Nothing is sent or stored in this mode. Then open the link page on your storefront and send a real request: it lands in **Submissions** with every answer under its field handle.

## Step 7: let Shopify Flow route the request

The **Form submitted** trigger carries every answer by its handle inside `Data`, for example `volume` or `products`. A workflow can email the request to your sales team, and when the buyer was logged in, tag the customer with `wholesale` and the products they picked. Start from [Workflow templates](https://docs.workflow-forms.app/workflow-templates.md) and see [Shopify Flow triggers](https://docs.workflow-forms.app/shopify-flow-triggers.md) for the variables.

## Good to know

- A field's **handle** never changes after creation: workflows and conditions depend on it. Rename the label as often as you like.
- A field that other forms use too is changed for this form only when you edit it in this editor; the field page changes it everywhere.
- Conditions can chain: a question that depends on a question that depends on a question. See [Conditions and multi-step forms](https://docs.workflow-forms.app/conditions-and-multi-step-forms.md).