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

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7
votes
2answers
359 views

In a wizard form, should the data be saved to the server at the end of all step or at the completion of each step?

I am pondering of two approachs to work with my form: Send all data to the server when user has completed all steps. Save data to the server each time user has completed a single step. ...
0
votes
2answers
201 views

How do I make it clear that different sections of my form are alternatives?

I have a form in an Android app: it's kind of a page of a wizard, for constructing a query against a web service. Each section of the form is a different way to progress to the next page of the ...
5
votes
1answer
301 views

When to use a group of radio buttons and when to use a select drop down

I have a step in a wizard scenario. The user has a choice of 3 options before they can tap 'Next'. For those 3 options do I use a select drop down list or a group of 3 radio buttons?
3
votes
4answers
164 views

On a form wizard step what input type/s shall I use for when there are two options?

Ok so I have two options on a wizard step e.g. Option 1: Go to step A, Option 2: Go to step B. What is the best input method to use in this situation? The wizard generally has more complicated steps ...
23
votes
6answers
1k views

Placement of buttons for Previous, Next, and Save Draft actions

I am designing a five step form. The user can exit the form and return to it later. So I have a Previous, Next, and Save Draft action. What is the ideal placement of the buttons/elements? I want ...
4
votes
1answer
113 views

Complex Automated Wizard using filenames User Interaction Problem

I have a UX problem involving an interaction that teaches the system how to parse a particular file name. (Note this is not the exact interaction and it does not deal with file names, but it does deal ...
1
vote
1answer
167 views

How to visualize a process result and report as final step in a wizard

I'm re-designing a web wizard that lets an user to import a table through a CSV file. The current steps are: file upload: the user upload a CSV file from the local file system. metada: the user ...
0
votes
2answers
141 views

On a Wizard, what's a good way to present a dozen different paths in a user-friendly manner?

I'm creating a wizard for importing files as part of my desktop application. This isn't the main focus of the application, but it is an important feature. When a file gets imported, depending on the ...
1
vote
3answers
293 views

Best practices for naming steps in a workflow (status labels)?

I've been unable to find a good guide for naming steps in a workflow (status labels). What are some principles / best practices? If you're curious, my specific case is: I have a system where users ...
2
votes
4answers
370 views

How can I improve this wizard interface? [closed]

I am working to improve a wizard like interface available to our users. I have attached mockups of the first two screens in the series. I would like to get advice on the design. Currently these ...
2
votes
4answers
258 views

Use a wizard on a simple but big form?

I'm thinking about remaking the registration form on a site I'm working on. The form is simple, but there is too much information to be filled in. It also asks if the user has already participated, in ...
1
vote
3answers
252 views

Would it be a good or poor user experience if I guide users through a wizard and not let them see it again?

I'm currently designing the UX for an event travel site. It starts off with the organizer registering and then it goes right into the "wizard" where it functions like an accordion -- broken up into a ...
8
votes
5answers
542 views

Wizard UI / Sequence Map. Skipping a step

I have 4 step process. At the top I have a typical sequence map... step 1, step 2, etc.. The contents of step 3 depends on what happens in step 2. 90% of the time the 3rd step will be full of content ...
6
votes
2answers
623 views

Layout question regarding “Select existing record or create new one” pattern

I want to create a wizard for creating new data. In one of the steps the user is supposed to select an existing record or create a new one. There are of course different ways to solve this. I am ...
4
votes
3answers
239 views

Hover state for Step-based navigation

I'm stumped on figuring out what the proper hover state for a step-based navigation workflow should be. The navigation appears below. There are 3 states. Completed, Active, and Not-Yet-Completed. The ...
2
votes
3answers
491 views

Should Wizard steps be clickable links?

I'm designing a reusable Wizard that will be used in multiple places of my web application. It is designed to be truly modular - we detect the number of stages and whether each has been completed by ...
3
votes
3answers
611 views

How to intuitively display steps in a dynamic context

I am creating a new wizard, and depending on the choice on the first wizard step maximum 2 more steps are needed. The reason for this is that the user can select an existing object in the first step ...
9
votes
3answers
2k views

If and how to break a long wizard into main steps and substeps?

I am given the task to design a lengthy web form that asks a user to enter a lot of information on a technical installation he planned/built. Given the nature of the required data (there are different ...
0
votes
2answers
2k views

wizard pattern on iOS - should I use navigation controller?

I am building an app where user can send a message to his contacts. User must be able to set some settings on this message (like color, font size,...). I was thinking of using 3 screens: enters the ...
7
votes
5answers
688 views

Is it intuitive for a “yes” or “no” button to proceed to the next step automatically in a wizard?

I am designing a wizard with 4 steps in it. To make the screens more appealing and easy to click through I converted the radio buttons into big buttons, but they still function like radio buttons in ...
0
votes
2answers
406 views

Best way for user to select data filters on a winforms/desktop ux?

We're doing some major changes into our existing layout for a Winforms (desktop) application. This application has a report manager and every single report is run-time created from an XML (layout) ...
2
votes
3answers
269 views

Editing data on confirmation page of multi-step form

I am designing a very complex form for a signup process for a new web product. We have not yet decided whether the form will be a Wizard or Intelligent (one-page) form yet; we are A/B testing both ...
5
votes
2answers
1k views

How to implement a branching wizard?

I'm toying with the jQuery plugin SmartWizard to implement a branching wizard for a web application. The problem I'm struggling with right now is how to deal with user choices that affect the ...
6
votes
4answers
2k views

Positioning Back, Cancel and Next in a full screen wizard

Hi I have a full screen wizard that like many wizards has the back, cancel and next buttons. What is the optimum way of positioning these buttons on the screen? Are there any studies that have ...
4
votes
5answers
776 views

What are the benefits to software that has no installation wizard?

There are some Windows software packages out there (ie Eclipse, VLC prior to its current version) that do not rely on an installation wizard. Instead of using a wizard there is simply a folder with ...
8
votes
3answers
1k views

Relation between a Wizard's Previous button and history's Back button

I have a web form split across 3 screens/pages. A user can move between forward and backward between the screens via Next and Previous labeled buttons respectively. When the user presses a previous ...
4
votes
2answers
425 views

Optional steps in wizards

I have a wizard that has optional steps in it. These steps are after all the mandatory steps. The optional steps are not advanced options. Is this a good idea at all? How does one order the ...
-1
votes
2answers
6k views

Gallery of form Progress Tracker UIs for web apps? [closed]

I'm building web UI for a "wizard" workflow with 4 sequential steps-- users proceed in order from Step 1 through Step 4. I'd like to include a progress indicator showing the user where in the ...
2
votes
1answer
616 views

Looking for examples of decision tree workflow [closed]

We are going to be allowing our customers to request building permits online. I am thinking of of flowing the customer through a series of questions to make sure they know what information we need and ...
3
votes
3answers
201 views

Wizard for a process that can be exited and re-entered?

We are redesigning a 5 step repetitive process for some web software. Normally for a step-by-step process I would like to use a wizard but to me it implies the process must be complete in one sitting ...
5
votes
1answer
222 views

Any recommendations on dealing with wizard screens with wildly different amounts of content?

I'm facing an issue with a wizard import system. The content of each screen in the wizard varies to the tune of creating white spaces as big as 300px by 300px. A stakeholder thinks this is too much ...
3
votes
1answer
78 views

Swapping between different responses to a form question so that both outcomes can be viewed

I have a site where at one step in the wizard the user has to make a choice between one option or another. Once they've made this choice the form fields and resulting information are specific to that ...
8
votes
2answers
367 views

Should a progress indicator be clickable?

I am developing a 5 step process for a health insurance provider for an international audience. currently this is a display with three states: 1) completed 2) current step 3) future state (greyed out ...
6
votes
4answers
600 views

Wizard steps - how should I label them?

I've built a 3 steps registration wizard because my user must fill in 19 (!) fields. (Its a regulatory issue that can't be argued). I split them steps to 3: 1. Account information 2. General ...
9
votes
6answers
439 views

Which is more important, less mouse distance to travel or visual consistency?

I have an interface that I am currently working on that asks the user to make a choice of a single item. These items are divided into 3 separate categories and the client has insisted that each ...
4
votes
3answers
287 views

Disabling navigation links in a wizard style interface (but not visually), is this an accepted practice?

While doing research for a current software project, I have come across Ford's car builder web application. It has a wizard style navigation across the top, and disables future links until the first 2 ...
8
votes
6answers
994 views

Wizard or Tab ?

When I want to make an input dialog with lots of input field, do I need make the dialog in wizard style or tab style? Any suggestions?
11
votes
5answers
2k views

When creating a GUI wizard, should all pages/tabs be of the same size?

I understand that some libraries would force me to, but my question is general. If I have a set of buttons at the bottom: Back, Next, Cancel?, (other?), then should their location ever change? If the ...
4
votes
3answers
611 views

Breaking down complex processes

I'm currently developing a CMS for a booking agency that puts together multi-day music festivals. Rather than posting news or articles, the bulk of the content being managed are just these festivals ...
9
votes
7answers
749 views

Wizard interaction - which of the following methods serves the user better?

One of the classic wizard formats is as follows: I've also encountered a slightly different version using the master-detail paradigm, where the appropriate step is highlighted on the left: If ...
9
votes
5answers
4k views

Multi step form vs single complex form

For a website that sells things, it's often needed to fill in a lot of information. When it comes to these types of forms you want the user to complete which one is the best? A single form with all ...
6
votes
3answers
585 views

Complex Purchase Order Forms - do you have any advice or good references?

Let's say you need to design a purchase order form that is more complex than "usual" and has multiple elements affecting the final price: Choose between several tracks (e.g. Basic, Standard, ...
20
votes
10answers
3k views

What can be done to make a long, multi-step wizard more user-friendly?

I need to create a wizard which has numerous sections, each with multiple questions. How can I improve the experience for the end-user?