Steps and fields
A journey is a list of steps, each a screen the applicant sees, with fields on it. Use Add Step to add a step, blank or prefilled with common fields, and Add field to add fields to it. Open a field to set its label, help text and whether it is required, and use its arrows to reorder it.
Each field’s Fills shows the data key its answer is saved under. Identity and business fields fill Baselayer’s keys, which the checks read; any other field fills a custom key named after it, and its answer comes back in the session’s results.
Pre.Fill
Identity Pre.Fill asks for the applicant’s phone number and date of birth, confirms they hold that phone with a one-time code, and fills in their identity for them to confirm on the next step. When Pre.Fill can’t find the applicant, the identity step shows a form for them to type their details instead. Switch that step to No match to edit the form: reorder, remove or re-add its fields, and add fields shown only to applicants Pre.Fill can’t find.Checks
The rail shows Ready or Missing inputs for each check, and opening a check shows what it reads and what it still needs. A journey with no checks sends every completed application to your review queue.