a sequence of dialog options that guides a user through a process such as software installation in discrete steps.

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2answers
44 views

Wizard - Enterprise Application - Number of Steps

We are Redesigning an Enterprise Application (Desktop Web App) where the User needs to Create Configuration (for Video Streams (Live), Storage, On-Demand Streams, etc.,). These configurations require ...
1
vote
1answer
43 views

Wizard - Optional steps now or later?

We are building a web site creator/editor with a wizard that has two parts. The first part is when the user begins making their site. Using the wizard, he or she would: Select a web template from a ...
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2answers
54 views

Sub-steps navigation and positioning in wizard

I have 7 step wizard. The first step contains 3 subsections that i organized in vertical tabs: Right now when you go to 1.1. you will have a "Next" button that will take you to 1.2. When you are at ...
4
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4answers
107 views

Do we really need a review tab on a wizard pattern?

I saw some wizard flow patterns have a Review on the last part, is it really necessary?
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2answers
96 views

How to use a wizard to create step by step dynamic workflow?

I am working on a dynamic workflow. General expectations of the team is to create a wizard within these limitations: The application cannot assume what the next stage/step will be (That's why I ...
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2answers
62 views

Best “wizard-like” approach to mobile

For a mobile app, is it better to lead a user off with a brief tutorial in the hopes that they remember some of the key functionality or is it better to have a more wizard-like experience where tips ...
2
votes
2answers
79 views

Complex wizard - when to tell user they are obliterating progress

I'm designing for an app that helps companies generate complex legal documents. We generally use a wizard with progress noted at the top. The progress can branch quite dramatically. We're faced with ...
1
vote
1answer
62 views

What are patterns for having user check correctness of data?

In my app design, users need to check the correctness of a list of OCRed data (about 3-10 items depending on the context). Is there a pattern for this? I thought of toggle buttons: Toggles are ...
0
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1answer
24 views

Creation flow: I have a Wizard that creates campaign, but it has multiple sub wizards and steps

I have a problem don't know how to effectively solve it. My sketch below illustrates briefly the flow. Problem I have a wizard that creates (objects) so it has 5 steps with sub steps. Once all steps ...
2
votes
3answers
101 views

On 1-2-3 steps wizard, should I mark the current step?

I'm checking options for a 1-2-3 stepped wizard. One approach - 1 Add this 2 Now add this 3 Now finish with this Second approach 1 Add this 2 Now add this 3 Now finish with this (in the second ...
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votes
2answers
76 views

In which scenarios it's better to use a multi-step wizard / workflow?

What are the guidelines to understand if a "flat" configuration screen should be used or a multi-step wizard/workflow? In my app I have 2 groups of multi-selection settings and a file that should be ...
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2answers
63 views

History, first use, of Wizards?

I was just now criticizing Wizards in a comment. In fact, what was the first Wizard, and when? Indeed, can one fairly and definitively state: "Microsoft invented Wizards" ...?
2
votes
2answers
102 views

Should Wizard be used for edit and modify? Why or why not?

Wizards can be great for creation of complex objects or completing complex workflows. Breaking things down into simpler guided steps is useful. But my question is this: Should or could the same ...
46
votes
11answers
6k views

How can I make it extremely clear that the user needs to take one last action?

I am developing a new checkout wizard for my company's website, and I've added a "confirm your selections" panel as the last step in the wizard: From my perspective as the designer, I feel that I ...
1
vote
2answers
271 views

Multi step flow (wizard) with long forms - partial save button

My multistep flow (wizard) has long forms. We allow users to save partially completed data and exit the flow. We also allow certain users to go to a specific form to edit that without getting into the ...
3
votes
1answer
70 views

Create sub-objects within wizard

Question: In a 'Create new' wizard, what is a good way to create sub-object? I will have a wizard to create an object, Item. An Item will always belong to another object, Group. A Group will in ...
0
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2answers
230 views

Report/SQL Builder - Nested conditions

I'm working on a project which will let a user create reports by building up numerous rules, so they can see the data they're interested in. The UI needs to be powerful yet simple. The Balsamiq's ...
5
votes
1answer
208 views

Wizard inside a Wizard?

I am a UI designer, working on a webapp that deals with lot of user data and grids. The base portion where the user enter their personal details has been split up into a wizard. Here the user may be a ...
3
votes
2answers
144 views

how to name the Headers of 2 steps process wizard?

If you have a wizard which divides a process into 2 steps and the following flow is being made. What should be the header? --->click on "create XYZ" which will take you to the step 1 of the wizard ...
1
vote
2answers
270 views

Guiding the user through a multi-step form

We are building a kind of wizard driven by rules which will assist the user to complete a number of stages each consisting of a set of steps - I asked a question about this earlier on a different ...
1
vote
2answers
57 views

Page titles for Wizard screens [duplicate]

I'm working on a wizard where users go through a sequence of screens: On the left-hand side I show the title of the wizard, 'Add a foo', above an ordered list of steps. In the main content area, I ...
6
votes
2answers
1k views

Save & Continue Button

In the app I am working on the user is presented with a list of item on the left and a panel contained with input fields on the right. The user will navigate the list and edit pricing criteria for ...
1
vote
1answer
284 views

Is a wizard the best design pattern for this problem?

So my web app lets users charge monthly subscriptions for email newsletters. In my next update, I am completely retooling the user experience and need some advice. Users can create multiple plans for ...
1
vote
1answer
463 views

Patterns for a wizard inside an Android tablet/phone app

We are rebuilding a banking application for Android tablet and phone. With this banking application you are able to create a savings account. The creation process for phone currently exists out of a ...
2
votes
2answers
166 views

How to avoid that “Path to Completion” results in “Previous” becoming the next logical action?

Here's my current situation: download bmml source – Wireframes created with Balsamiq Mockups It's a typical wizard that follows this Path to Completion advice. However, regardless of how ...
1
vote
0answers
44 views

How to illustrate the wizard flow when some steps are optional? [duplicate]

I'm working on a wizard and have an issue about the flow illustration. I wan't to help the user as much as possible and think it would be confusing to make a flow with 6 steps where the last 3 is ...
0
votes
2answers
129 views

Scroll bar in a wizard

I have a wizard with multiple steps. In one of the steps I have to display information based on the checkbox selected. I can have maximum 25-30 input boxes in the mockup below. All these input boxes ...
0
votes
0answers
131 views

How to structure complex wizard form

I have a complex form am modelling using Wizard pattern and this is the flow of the form. Add a organization supply information, how many items were delivered and how many were used. after that, you ...
2
votes
3answers
146 views

How do I best use a drilldown in a particular wizard screen?

I'm creating a wizard with multiple steps and quite a lot of data to fill in. In one of those steps the user has the possibility to drill down to another screen, let's say options. He doesn't need to ...
0
votes
2answers
112 views

is it wise to create a popup screen in a wizard?

I'm creating a wizard prototype in which a user needs to fill in a document through certain steps. There are 2 functionalities i have difficulty with: In one of those steps the user needs to create ...
0
votes
1answer
157 views

Selecting hierarchy in wizard

I have a wizard and in one of the steps, when the user selects the item, he'll get the list of subitems based on item selected. Once he selects the subitem he can preview the details of the subitem ...
1
vote
3answers
121 views

Dialog box on top of wizard

I have a wizard which has two tabs and in first tab I have drop down box. There are two options in the drop down. If the user selects the first option in the drop down then he can navigate to second ...
3
votes
5answers
352 views

Should unavailable buttons in a wizard be disabled or hidden?

On a wizard form I have the navigation, save, and cancel buttons. Currently I disable the buttons according to the context. The save button is enabled when the user actually can save (ie, last page). ...
3
votes
1answer
309 views

Wizard pattern on IOS: Layout guidelines

I want to build an app for android and iOS that uses a five-step wizard to create an asset. Are there any established design patterns for tablets for a wizard pattern of this sort? I was thinking ...
0
votes
1answer
160 views

What semantics should the back button in a wizard UI have?

What functionality of the "Back"-button in a wizard UI is the best? Back button discards data from current page and navigates backwards. Back button keeps data (even if invalid) from current page ...
2
votes
1answer
303 views

Presenting a list of sequential actions in a Windows application

I'm programming a small PC app which is mainly used to perform a set of sequential, step-by-step actions, and I wonder what would be a "standard" way to design its UI, so it would follow conventions ...
2
votes
1answer
108 views

Interface for defining BNF and CNF formulas

I'm developing a web app and need to make a web page that should allow my users to make BNF or CNF formulas like the following: Some colleagues suggested that I make the page in this way: ...
0
votes
1answer
231 views

Process wizard indicator on Windows phone

I'm designing a 4 step process on windows phone porting from iOS. The process has 4 steps in it, with multiple different micro-processes on each screen. Can anyone point me to an example pattern on ...
5
votes
2answers
506 views

Nested tabs (vertical within horizontal) alternative

I am working on a component is part of a larger wizard. It is made up of nested tabs (only 2 levels deep). Here is a quick wireframe of the it: The system I am working on is a refresh of an ...
2
votes
1answer
352 views

More efficient UI to progress the user through a complicated process?

Quick background I run a SaaS that lets users extract PDF data using my Chrome extension. They use the extension to create a job in their dashboard. They have up to 10 tries. How my current UI ...
4
votes
1answer
170 views

Wizards: should pages with no options the user can change be shown?

I have an install wizard for product X with steps A > B > C>...>G, where C has a single drop-down selector. The drop-down selector in C either has one option, or many options: this is determined by ...
6
votes
2answers
491 views

The effect of showing “wizard” style steps in a multistep process

I'm approaching this from the context of a user onboarding workflow. Specifically I'm looking for references to research that discuss what effect displaying "wizard" steps actually has on user ...
1
vote
2answers
81 views

Breaking down tedious processes

I wonder what are some good sample ways for breaking down tedious processes, e.g., creation of long content. Most sites present long forms - for example, eBay presents one long form for the details of ...
1
vote
4answers
316 views

Nonlinear Wizard Progress Tracking

I am designing the User Registration Wizard for a web application. Users register as part of a company, and sometimes that company is part of a larger network/group of companies. So there are various ...
1
vote
1answer
423 views

How to fix an overwhelming UI for reporting with too many options?

I'm having a difficult time organizing the excessive number of listboxes for a report I've been asked to write. They want tons of filter options with multiple select lists. Is there a better way to ...
0
votes
0answers
209 views

Is a wizard appropriate when the previous steps may need to be changed/modified?

I'm trying to design a single-page, or wizard-type of UI to fit the following criteria and am running into some issues with clarity. The app: Takes a user's zip code Takes 2 pieces of information ...
1
vote
3answers
377 views

Optional wizard page best practice (Skip VS Next button text)

After a user buys a giftcard, he gets to the following giftcard redeem webpage: download bmml source – Wireframes created with Balsamiq Mockups The user chooses a country. When ...
1
vote
2answers
377 views

Tabbed “wizard”: next vs save?

I'm currently working on designing a setup flow where the user will create a study in 6 steps. I've decided to split the different steps into tabs based on what the user will have to do in them, i.e : ...
1
vote
1answer
248 views

Are there any guidelines on modal/wizard approach when making UX for information kiosks?

Is it ok to use modal windows or should use only linear wizards? For example, when I've some kind of wizard process finished by entering payment details or signinig it with digital signature, should ...
0
votes
3answers
75 views

UI for parameter which can be defined in two different ways

I develop a desktop app with a wizard like dialog which requires several parameters to be set. Currently all parameters are displayed in a grid with a label and an appropriate control next to it, ...