useStepsForm

The useStepsForm hook allows you to split your form under an Ant Design based Steps component and provides you with a few useful functionalities that will help you manage your form.

The useStepsForm hook is extended from useForm under the hood. This means that you can use all the functionalities of useForm in your useStepsForm.

Usage

We will show two examples, one for creating a post and one for editing it. Let's see how useStepsForm is used in both.

create
edit

Here is the final result of the form: We will explain the code in following sections.

localhost:3000/posts/create

import { HttpError } from "@refinedev/core";
import React from "react";

import { Create, SaveButton, useSelect, useStepsForm } from "@refinedev/antd";
import { Button, Form, Input, Select, Steps } from "antd";

const { Step } = Steps;

const PostCreatePage: React.FC = () => {
  const { current, gotoStep, stepsProps, formProps, saveButtonProps } =
    useStepsForm<IPost, HttpError, IPost>();

  const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
    resource: "categories",
  });

  const formList = [
    <>
      <Form.Item
        label="Title"
        name="title"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input />
      </Form.Item>
      <Form.Item
        label="Category"
        name={["category", "id"]}
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select {...categorySelectProps} />
      </Form.Item>
      <Form.Item
        label="Status"
        name="status"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select
          options={[
            {
              label: "Published",
              value: "published",
            },
            {
              label: "Draft",
              value: "draft",
            },
            {
              label: "Rejected",
              value: "rejected",
            },
          ]}
        />
      </Form.Item>
    </>,
    <>
      <Form.Item
        label="Content"
        name="content"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input.TextArea />
      </Form.Item>
    </>,
  ];

  return (
    <Create
      footerButtons={
        <>
          {current > 0 && (
            <Button
              onClick={() => {
                gotoStep(current - 1);
              }}
            >
              Previous
            </Button>
          )}
          {current < formList.length - 1 && (
            <Button
              onClick={() => {
                gotoStep(current + 1);
              }}
            >
              Next
            </Button>
          )}
          {current === formList.length - 1 && (
            <SaveButton {...saveButtonProps} />
          )}
        </>
      }
    >
      <Steps {...stepsProps}>
        <Step title="About Post" />
        <Step title="Content" />
      </Steps>

      <Form {...formProps} layout="vertical" style={{ marginTop: 30 }}>
        {formList[current]}
      </Form>
    </Create>
  );
};

interface ICategory {
  id: number;
  title: string;
}

interface IPost {
  id: number;
  title: string;
  content: string;
  status: "published" | "draft" | "rejected";
  category: { id: number };
}

Here is the final result of the form: We will explain the code in following sections.

localhost:3000/posts/edit/123

import { HttpError } from "@refinedev/core";
import React from "react";

import { Edit, SaveButton, useSelect, useStepsForm } from "@refinedev/antd";
import { Button, Form, Input, Select, Steps } from "antd";

const { Step } = Steps;

const PostEditPage: React.FC = () => {
  const { current, gotoStep, stepsProps, formProps, saveButtonProps, query } =
    useStepsForm<IPost, HttpError, IPost>();

  const postData = query?.data?.data;
  const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
    resource: "categories",
    defaultValue: postData?.category.id,
  });

  const formList = [
    <>
      <Form.Item
        label="Title"
        name="title"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input />
      </Form.Item>
      <Form.Item
        label="Category"
        name={["category", "id"]}
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select {...categorySelectProps} />
      </Form.Item>
      <Form.Item
        label="Status"
        name="status"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select
          options={[
            {
              label: "Published",
              value: "published",
            },
            {
              label: "Draft",
              value: "draft",
            },
            {
              label: "Rejected",
              value: "rejected",
            },
          ]}
        />
      </Form.Item>
    </>,
    <>
      <Form.Item
        label="Content"
        name="content"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input.TextArea />
      </Form.Item>
    </>,
  ];

  return (
    <Edit
      footerButtons={
        <>
          {current > 0 && (
            <Button
              onClick={() => {
                gotoStep(current - 1);
              }}
            >
              Previous
            </Button>
          )}
          {current < formList.length - 1 && (
            <Button
              onClick={() => {
                gotoStep(current + 1);
              }}
            >
              Next
            </Button>
          )}
          {current === formList.length - 1 && (
            <SaveButton {...saveButtonProps} />
          )}
        </>
      }
    >
      <Steps {...stepsProps}>
        <Step title="About Post" />
        <Step title="Content" />
      </Steps>
      <Form {...formProps} layout="vertical" style={{ marginTop: 30 }}>
        {formList[current]}
      </Form>
    </Edit>
  );
};

interface ICategory {
  id: number;
  title: string;
}

interface IPost {
  id: number;
  title: string;
  content: string;
  status: "published" | "draft" | "rejected";
  category: { id: number };
}

For the sake of simplicity, in this example we're going to build a Post "create" form that consists of only a title and a relational category field.

To split your form items under a <Steps> component, first import and use useStepsForm hook in your page:

pages/posts/create.tsx

import { useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import React from "react";

export const PostCreate: React.FC = () => {
  const { current, gotoStep, stepsProps, formProps, saveButtonProps, query } =
    useStepsForm<IPost, HttpError, IPost>();

  return null;
};

interface ICategory {
  id: number;
}

interface IPost {
  id: number;
  title: string;
  status: "published" | "draft" | "rejected";
  category: {
    id: ICategory["id"];
  };
}

useStepsForm is a generic over the type form data to help you type check your code.

This hook returns a set of useful values to render steps form. Given current value, you should have a way to render your form items conditionally with this index value. You can use an array to achieve this.

Here, each item of formList corresponds to one step in form:

pages/posts/create.tsx

import { useSelect, useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import { Form, Input, Select } from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
  const { current, gotoStep, stepsProps, formProps, saveButtonProps } =
    useStepsForm<IPost, HttpError, IPost>();

  const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
    resource: "categories",
  });

  const formList = [
    <>
      <Form.Item
        label="Title"
        name="title"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input />
      </Form.Item>
    </>,
    <>
      <Form.Item
        label="Category"
        name={["category", "id"]}
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select {...categorySelectProps} />
      </Form.Item>
    </>,
  ];

  return null;
};

interface ICategory {
  id: number;
  title: string;
}

interface IPost {
  id: number;
  title: string;
  content: string;
  status: "published" | "draft" | "rejected";
  category: { id: number };
}

Relational Data:

Since category is a relational data, we use useSelect to fetch its data.

Refer to useSelect documentation for detailed usage. →

You should use stepsProps on <Steps> component, formProps on the <Form> component. And as the last step, you should render the <Steps> component besides the form like this:

pages/posts/create.tsx

import { Create, useSelect, useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import {
  Form,
  Input,
  Select,
  Steps,
} from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
  const { current, gotoStep, stepsProps, formProps, saveButtonProps, query } =
    useStepsForm<IPost, HttpError, IPost>();

  const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
    resource: "categories",
  });

  const formList = [
    <>
      <Form.Item
        label="Title"
        name="title"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input />
      </Form.Item>
    </>,
    <>
      <Form.Item
        label="Category"
        name={["category", "id"]}
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select {...categorySelectProps} />
      </Form.Item>
    </>,
  ];

  return (
    <Create saveButtonProps={saveButtonProps}>
      <Steps {...stepsProps}>
        <Step title="About Post" />
        <Step title="Content" />
      </Steps>
      <Form {...formProps} layout="vertical">
        {formList[current]}
      </Form>
    </Create>
  );
};

interface ICategory {
  id: number;
  title: string;
}

interface IPost {
  id: number;
  title: string;
  content: string;
  status: "published" | "draft" | "rejected";
  category: { id: number };
}

Implementation Tips:

Make sure to add as much <Steps.Step> components as the number of steps in the formList array.

To help users navigate between steps in the form, you can use the action buttons. Your navigation buttons should use the gotoStep function that was previously returned from the useStepsForm hook.

pages/posts/create.tsx

import {
  Create,
  SaveButton,
  useSelect,
  useStepsForm,
} from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import { Button, Form, Input, Select, Steps } from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
  const {
    current,
    gotoStep,
    stepsProps,
    formProps,
    saveButtonProps,
    query,
    submit,
  } = useStepsForm<IPost, HttpError, IPost>();

  const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
    resource: "categories",
  });

  const formList = [
    <>
      <Form.Item
        label="Title"
        name="title"
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Input />
      </Form.Item>
    </>,
    <>
      <Form.Item
        label="Category"
        name={["category", "id"]}
        rules={[
          {
            required: true,
          },
        ]}
      >
        <Select {...categorySelectProps} />
      </Form.Item>
    </>,
  ];

  return (
    <Create
      footerButtons={
        <>
          {current > 0 && (
            <Button
              onClick={() => {
                gotoStep(current - 1);
              }}
            >
              Previous
            </Button>
          )}
          {current < formList.length - 1 && (
            <Button
              onClick={() => {
                gotoStep(current + 1);
              }}
            >
              Next
            </Button>
          )}
          {current === formList.length - 1 && (
            <SaveButton
              {...saveButtonProps}
              style={{ marginRight: 10 }}
              onClick={() => submit()}
            />
          )}
        </>
      }
    >
      <Steps {...stepsProps}>
        <Step title="About Post" />
        <Step title="Content" />
      </Steps>
      <Form {...formProps} layout="vertical">
        {formList[current]}
      </Form>
    </Create>
  );
};

interface ICategory {
  id: number;
  title: string;
}

interface IPost {
  id: number;
  title: string;
  content: string;
  status: "published" | "draft" | "rejected";
  category: { id: number };
}

Properties

All of the useForm props are also available in useStepsForm. You can find descriptions on useForm documentation.

defaultCurrent

defaultCurrent sets the default starting step number. Counting starts from 0.

const stepsForm = useStepsForm({
  defaultCurrent: 2,
});

total

total is the maximum number of steps. <Steps> cannot go beyond this number.

const stepsForm = useStepsForm({
  total: 3,
});

isBackValidate

When isBackValidate is true, it validates a form fields when the user navigates to a previous step. It is false by default.

const stepsForm = useStepsForm({
  isBackValidate: true,
});

overtimeOptions

If you want loading overtime for the request, you can pass the overtimeOptions prop to the this hook. It is useful when you want to show a loading indicator when the request takes too long. interval is the time interval in milliseconds. onInterval is the function that will be called on each interval.

Return the overtime object from this hook. elapsedTime is the elapsed time in milliseconds. It becomes undefined when the request is completed.

const { overtime } = useStepsForm({
  //...
  overtimeOptions: {
    interval: 1000,
    onInterval(elapsedInterval) {
      console.log(elapsedInterval);
    },
  },
});

console.log(overtime.elapsedTime); // undefined, 1000, 2000, 3000 4000, ...

// You can use it like this:
{
  elapsedTime >= 4000 && <div>this takes a bit longer than expected</div>;
}

autoSave

If you want to save the form automatically after some delay when user edits the form, you can pass true to autoSave.enabled prop.

By default the autoSave feature does not invalidate queries. However, you can use the invalidateOnUnmount prop to invalidate queries upon unmount.

It also supports onMutationSuccess and onMutationError callback functions. You can use isAutoSave parameter to determine whether the mutation is triggered by autoSave or not.

autoSave feature operates exclusively in edit mode. Users can take advantage of this feature while editing data, as changes are automatically saved in editing mode. However, when creating new data, manual saving is still required.

onMutationSuccess and onMutationError callbacks will be called after the mutation is successful or failed.

enabled

To enable the autoSave feature, set the enabled parameter to true. By default, it is false.

useStepsForm({
  autoSave: {
    enabled: true,
  },
});

debounce

Set the debounce time for the autoSave prop. By default, it is 1000 milliseconds.

useStepsForm({
  autoSave: {
    enabled: true,
    debounce: 2000,
  },
});

onFinish

If you want to modify the data before sending it to the server, you can use onFinish callback function.

useStepsForm({
  autoSave: {
    enabled: true,
    onFinish: (values) => {
      return {
        foo: "bar",
        ...values,
      };
    },
  },
});

invalidateOnUnmount

This prop is useful when you want to invalidate the list, many and detail queries from the current resource when the hook is unmounted. By default, it invalidates the list, many and detail queries associated with the current resource. Also, You can use the invalidates prop to select which queries to invalidate. By default, it is false.

useStepsForm({
  autoSave: {
    enabled: true,
    invalidateOnUnmount: true,
  },
});

defaultFormValues

Default values for the form. Use this to pre-populate the form with data that needs to be displayed.

useForm({
  defaultFormValues: {
    title: "Hello World",
  },
});

Also, it can be provided as an async function to fetch the default values. The loading state can be tracked using the defaultFormValuesLoading state returned from the hook.

🚨 When action is "edit" or "clone" a race condition with async defaultFormValues may occur. In this case, the form values will be the result of the last completed operation.

const { defaultFormValuesLoading } = useForm({
  defaultFormValues: async () => {
    const response = await fetch("https://my-api.com/posts/1");
    const data = await response.json();
    return data;
  },
});

Return Values

All useForm return values also available in useStepsForm. You can find descriptions on useForm docs.

stepsProps

stepsProps is the props needed by the <Steps> component.

current

current is the current step, counting from 0.

onChange

Callback function that is triggered when the current step of the form changes. The function takes in one argument, currentStep, which is a number representing the index of the current step.

current

The Current step, counting from 0.

gotoStep

gotoStep is a function that allows you to programmatically change the current step of a form. It takes in one argument, step, which is a number representing the index of the step you want to navigate to.

submit

submit is a function that can submit the form. It's useful when you want to submit the form manually.

overtime

overtime object is returned from this hook. elapsedTime is the elapsed time in milliseconds. It becomes undefined when the request is completed.

const { overtime } = useStepsForm();

console.log(overtime.elapsedTime); // undefined, 1000, 2000, 3000 4000, ...

autoSaveProps

If autoSave is enabled, this hook returns autoSaveProps object with data, error, and status properties from mutation.

defaultFormValuesLoading

If defaultFormValues is an async function, defaultFormValuesLoading will be true until the function is resolved.

FAQ

How can I change the form data before submitting it to the API?

Here is an example where we modify the form data before submit:

We need to send the values we received from the user in two separate inputs, name and surname, to the API as fullName. We can do this by overriding the submit function.

pages/user/create.tsx

import { useStepsForm } from "@refinedev/antd";
// ...
const { current, gotoStep, stepsProps, formProps, saveButtonProps, onFinish } =
  useStepsForm<IPost>({
    submit: (values) => {
      const data = {
        fullName: `${formValues.name} ${formValues.surname}`,
        age: formValues.age,
        city: formValues.city,
      };
      onFinish(data as any);
    },
  });
// ...

API Reference

Properties

Property	Type	Description	Default
resource	`string`	Resource name for API data interactions	Resource name that it reads from route
id	`BaseKey`	Record id for fetching	Id that it reads from the URL
redirect	`"show" \| "edit" \| "list" \| "create" \| false`	Page to redirect after a succesfull mutation	`"list"`
meta	`MetaQuery`	Metadata query for dataProvider
queryMeta	`MetaQuery`	Metadata to pass for the `useOne` query
mutationMeta	`MetaQuery`	Metadata to pass for the mutation (`useCreate` for `create` and `clone` actions, `useUpdate` for `edit` action)
mutationMode	`"pessimistic" \| "optimistic" \| "undoable"`	Determines when mutations are executed	`"pessimistic"*`
onMutationSuccess	`((data: UpdateResponse<TResponse>CreateResponse<TResponse>, variables: TVariables, context: any, isAutoSave?: boolean) => void)`	Called when a mutation is successful
onMutationError	`((error: TResponseError, variables: TVariables, context: any, isAutoSave?: boolean) => void)`	Called when a mutation encounters an error
undoableTimeout	`number`	Duration to wait before executing mutations when `mutationMode = "undoable"`	`5000*`
dataProviderName	`string`	If there is more than one `dataProvider`, you should use the `dataProviderName` that you will use.
invalidates	`all`, `resourceAll`, `list`, `many`, `detail`, `false`	You can use it to manage the invalidations that will occur at the end of the mutation.	`["list", "many", "detail"]`
queryOptions	`MakeOptional<UseQueryOptions<GetOneResponse<TQueryFnData>, TError, GetOneResponse<TData>, readonly unknown[]>, "queryFn""queryKey">`	react-query's useQuery options of useOne hook used while in edit mode.
createMutationOptions	`Omit<UseMutationOptions<CreateResponse<TResponse>, TResponseError, UseCreateParams<TResponse, TResponseError, TVariables>, unknown>, "mutationFn">`	react-query's useMutation options of useCreate hook used while submitting in create and clone modes.
updateMutationOptions	`Omit<UseMutationOptions<UpdateResponse<TResponse>, TResponseError, UpdateParams<TResponse, TResponseError, TVariables>, PrevContext<...>>, "mutationFn""onMutate">`	react-query's useMutation options of useUpdate hook used while submitting in edit mode.
optimisticUpdateMap	`OptimisticUpdateMapType<TResponse, TVariables>`	If you customize the `optimisticUpdateMap` option, you can use it to manage the invalidations that will occur at the end of the mutation.	{ list: true, many: true, detail: true, }
successNotification	`falseOpenNotificationParams((data?: UpdateResponse<TResponse>CreateResponse<TResponse>, values?: TVariables... 1 more ..., resource?: stringundefined) => false... 1 more ...undefined)undefined`	Success notification configuration to be displayed when the mutation is successful.	'"There was an error creating resource (status code: `statusCode`)" or "Error when updating resource (status code: statusCode)"'
errorNotification	`falseOpenNotificationParams((error?: TResponseError, values?: TVariables{ id: BaseKey; values: TVariables; }, resource?: stringundefined) => false... 1 more ...undefined)undefined`	Error notification configuration to be displayed when the mutation fails.	'"There was an error creating resource (status code: `statusCode`)" or "Error when updating resource (status code: statusCode)"'
action	`"create" \| "edit" \| "clone"`	Type of the form mode	Action that it reads from route otherwise "create" is used
liveMode	`"auto" \| "manual" \| "off"`	Whether to update data automatically ("auto") or not ("manual") if a related live event is received. The "off" value is used to avoid creating a subscription.	`"off"`
onLiveEvent	`(event: LiveEvent) => void`	Callback to handle all related live events of this hook.	`undefined`
liveParams	`{ ids?: BaseKey[]; [key: string]: any; }`	Params to pass to liveProvider's subscribe method if liveMode is enabled.	`undefined`
overtimeOptions	`UseLoadingOvertimeCoreOptions`
autoSave	`{ enabled: boolean; debounce?: number; onFinish?: ((values: TVariables) => TVariables); invalidateOnUnmount?: booleanundefined; invalidateOnClose?: booleanundefined; }undefined`
submitOnEnter	`boolean`
warnWhenUnsavedChanges	`boolean`	Shows notification when unsaved changes exist
disableServerSideValidation	`boolean`	Disables server-side validation	false

Type Parameters

Property	Description	Type	Default
TQueryFnData	Result data returned by the query function. Extends `BaseRecord`	`BaseRecord`	`BaseRecord`
TError	Custom error object that extends `HttpError`	`HttpError`	`HttpError`
TVariables	Values for params.	`{}`
TData	Result data returned by the `select` function. Extends `BaseRecord`. If not specified, the value of `TQueryFnData` will be used as the default value.	`BaseRecord`	`TQueryFnData`
TResponse	Result data returned by the mutation function. Extends `BaseRecord`. If not specified, the value of `TData` will be used as the default value.	`BaseRecord`	`TData`
TResponseError	Custom error object that extends `HttpError`. If not specified, the value of `TError` will be used as the default value.	`HttpError`	`TError`

Return Values

Key	Description	Type
stepsProps	Ant Design steps props	`StepsProps`
current	Current step, counting from 0.	`number`
gotoStep	Go to the target step	`(step: number) => void`
formProps	Ant Design form props	`FormProps`
form	Ant Design form instance	`FormInstance<TVariables>`
submit	Submit method, the parameter is the value of the form fields	`() => void`
overtime	Overtime loading props	`{ elapsedTime?: number }`
autoSaveProps	Auto save props	`{ data: UpdateResponse<TData>` \| `undefined, error: HttpError` \| `null, status: "loading"` \| `"error"` \| `"idle"` \| `"success" }`
defaultFormValuesLoading	DefaultFormValues loading status of form	`boolean`

Example

View Source Code

Run on your local

npm create refine-app@latest -- --example form-antd-use-steps-form

Usage​

create

edit

Properties​

defaultCurrent​

total​

isBackValidate​

overtimeOptions​

autoSave​

enabled​

debounce​

onFinish​

invalidateOnUnmount​

defaultFormValues​

Return Values​

stepsProps​

current​

onChange​

current​

gotoStep​

submit​

overtime​

autoSaveProps​

defaultFormValuesLoading​

FAQ​

How can I change the form data before submitting it to the API?​

API Reference​

Properties​

Type Parameters​

Return Values​

Example​

Usage

Properties

defaultCurrent

total

isBackValidate

overtimeOptions

autoSave

enabled

debounce

onFinish

invalidateOnUnmount

defaultFormValues

Return Values

stepsProps

current

onChange

current

gotoStep

submit

overtime

autoSaveProps

defaultFormValuesLoading

FAQ

How can I change the form data before submitting it to the API?

API Reference

Properties

Type Parameters

Return Values

Example