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

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20
votes
6answers
868 views

Placement of Previous / Next / Save

Disclaimer: Many questions have been asked on this general topic, so apologies if this is a duplicate, but I think this is distinct from the existing questions. I am designing a five step form. The ...
19
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?
10
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 ...
9
votes
6answers
410 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 ...
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 ...
8
votes
6answers
867 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?
8
votes
7answers
705 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 ...
8
votes
3answers
1k views

Multiscreen Forms (Wizards), the Form's Previous Button, and the Back Button

Scenario: I have a web form split across 3 screens/pages. A user can move between forward and back between the screens via Next and Previous labeled buttons respectively. Question: When the user ...
7
votes
5answers
651 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 ...
7
votes
5answers
422 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 ...
7
votes
2answers
329 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
2answers
264 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. ...
6
votes
4answers
564 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 ...
6
votes
3answers
557 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, ...
6
votes
3answers
1k 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 ...
5
votes
4answers
1k 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 ...
5
votes
1answer
247 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?
5
votes
2answers
446 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 ...
5
votes
2answers
289 views

Should multiple step forms be arranged vertically or horizontally?

I'm designing a 4 step insurance form. enter details view your quote etc. etc. Someone has asked why have we done vertical steps (i.e. finish step 1 and move onto new page step 2). Now we ...
5
votes
1answer
217 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 ...
4
votes
2answers
221 views

Can I have a wizard on a tablet?

I'm designing this long process to be completed on a tablet interface. For simplicity, I want to break the process into several steps, and allow next/previous navigation. Since it would take around 4 ...
4
votes
6answers
609 views

Is the term “Wizard” ubiquitous enough for a helper/walkthrough tool

We all know what a wizard is (no, not Luke Edwards)... but I'd like to know what peoples thoughts are on its use in the specific context of noob's with little to no experience beyond email and ...
4
votes
5answers
617 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 ...
4
votes
3answers
126 views

Is it ok to have command links or buttons within a step on a wizard?

I have a scenario whereby the user needs to perform an action after entering some information within a step on a wizard. Can this action be initiated with a command on the step in order to reduce the ...
4
votes
3answers
559 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 ...
4
votes
3answers
276 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 ...
4
votes
1answer
99 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 ...
4
votes
1answer
63 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 ...
4
votes
3answers
226 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 ...
3
votes
4answers
133 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 ...
3
votes
3answers
538 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 ...
3
votes
3answers
180 views

When a user registers… Leave his data empty or fill it with demo values or …?

So, i'm creating a web application for member management. So a user registers... And then they go to the dashboard, to see everything empty. What would be the best experience to let the user flow ...
3
votes
2answers
108 views

Are wizards appropriate for frequent tasks?

I want to refactor a large WinForm into a wizard. It's become large and overly complicated over the last few years and it's time for a redesign. There is definitely a clear workflow on the current ...
3
votes
2answers
196 views

WP8 tutorial/wizard button layout

I'm trying to design a simple first-run tutorial for a Windows Phone app. It will be linear and informative only (no user input required beyond navigation). I feel the following actions are necessary ...
3
votes
2answers
343 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 ...
3
votes
3answers
186 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 ...
3
votes
1answer
75 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 ...
3
votes
1answer
49 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 ...
3
votes
2answers
106 views

What is the best way to ask user if they would like to proceed to a new step after completing a wizard

I have a 2 step wizard where at the end of successful completion of the wizard, an object is created. Once the object is created, the user will need to take an extra step to actually use this ...
3
votes
2answers
912 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 ...
2
votes
3answers
203 views

How to create a “non-linear wizard”?

I know I'm being sort of oxymoronic here by referring to a wizard, but I'm not sure what else to call this. I have a set of applications that do different things, but are parts of a whole process. ...
2
votes
4answers
316 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
236 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 ...
2
votes
3answers
237 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 ...
2
votes
1answer
466 views

How to design a multi-step form for mobile

So I am having a problem designing a usable and clear multi-step form for mobile (iPhone for now). Here are the steps: Step 1: Search for a restaurant - This field will have fields like name, city, ...
2
votes
1answer
518 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 ...
2
votes
3answers
422 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 ...
1
vote
4answers
134 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
3answers
236 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 ...
1
vote
2answers
112 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 : ...