Questions tagged [wizard]

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

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26
votes
7answers
5k 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 ...
1
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2answers
61 views

Should I use wizards steps if the user won't finish all the steps at the same day?

I'm currently designing a system and there is this specific functionality that the user has to complete a series of steps, but the last step won't be completed at the same day (it has a specific day ...
7
votes
2answers
4k 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
170 views

Should the back button in a stepper be prominent?

I have a checkout page on my application that has two buttons, one to review the order, and one that goes back to the shopping cart. My product owner feels that the Back to Cart button needs to be ...
2
votes
1answer
96 views

stepper wizard, optional step, skip and next button?

A complex form, split into 5 steps using the material design stepper, step 4 is optional. should this screen have a 'SKIP' button and a 'NEXT' button, or just a 'NEXT' button?
2
votes
2answers
220 views

Ask user to check categories of an item and then display category-specific options

Problem In my Web application I have a form in which the user must fill some information about a generic item, let's say a car. Between all the standard information (name, description etc) I am ...
1
vote
1answer
978 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
3answers
106 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, e.g....
1
vote
3answers
348 views

Wizard split step VS big step in B2B application

We are re-developing a B2B application to make it more user-friendly, but keep it robust. One of the features has popup wizard with 3 steps. On Step 2, we'll need to have a grid of items to be ...
1
vote
2answers
108 views

How to convey the user that some of the form fields cannot be changed later?

I have a form wizard some input fields. On the first step of the wizard, there are 2 checkboxes which once the form has been submitted, cannot be edited. All other fields can be edited later on if the ...
0
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2answers
77 views

Naming and metadata in a wizard flow

In a short wizard flow (4 steps), should the option for naming the wizard and other metadata (description, etc) come as the initial step or as a final step? I'm of the opinion that it should be a ...
2
votes
2answers
96 views

Should steps in a wizard display in breadcrumbs?

The application I'm working on displays historical breadcrumbs. There's one section of the app that utilizes a wizard. Should the steps in the wizard also be displayed in the breadcrumbs, or just the ...
0
votes
2answers
147 views

Does this type of UI need a Delete button?

This screen is part of a multi-step process. This screen, in particular, lets you add user emails by clicking on the "Add email" button. Clicking "Add email" appends a new textbox to the list. Once ...
0
votes
3answers
241 views

Best Practice for Form Layout - UI

I'm building out a form at the top of page, where we are collecting 3 pieces of information. Would it be best to display this one line at a time or show all at once? Scenario 1: - The first form ...
2
votes
2answers
996 views

Material Design Steppers Clarification

I am in the process of implementing a generic material design stepper according to the specification here. Unfortunately there are some points I do not completely understand, maybe there is someone ...
1
vote
3answers
113 views

Wizard component - current state vs active state

The system is used for executing tests. Each test has to go through a number of stages that include user interaction with the system, meaning that each step also has a dedicated screen. We have in ...
4
votes
1answer
1k views

Best practice for linear or non-linear stepper in multistep forms

I am hammering out the guidelines for use of Material design's steppers in a system. The admin using this system can configure a form to some extent. The admin can not decide in which step of a multi ...
2
votes
2answers
50 views

Splitting required inputs into onboarding & further steps

This is my first question here so it`s nice to meet you ! I am working on a bigger desktop web application that handles events & I am having a difficult time trying to establish a wizard as I ...
1
vote
1answer
180 views

Is it bad to dynamically add wizard steps?

I'm designing a 5-step wizard where the user sees the steps during the wizard, so he knows where he is the whole time. However, in the first step I prompt the user with a question and if he answers "...
6
votes
4answers
850 views

Using a Wizard for initial input and later edit

My Windows application uses Wizards for creating business objects like persons or real estates. The Wizard is perfect, since it allows the input in the most logical order with the ability of ...
5
votes
5answers
412 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 ...
0
votes
1answer
66 views

Running a “Wizard of Oz” UX session without disclosure of the “magic”?

There's a lot of power in using the Wizard of OZ prototyping technique to shape the intents and personality of a conversational UI interaction, especially as it is "natural", voice-driven interaction. ...
1
vote
1answer
142 views

How to design a flat design wizard?

We are migrating our modal based wizards to be "flat" and included in the main navigation system. They should be accessible via a navigation bar. How do we place the different buttons and explain the ...
0
votes
1answer
59 views

Where does the name “Setup Wizard” come from? [closed]

A wizard is this step-by-step assistant for installations, but also WinZip archival. Where does the name wizard originate from?
0
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3answers
150 views

Does it make sense to have a Back button on Step 2 of this particular wizard?

Step 1 of this wizard must be a Sign Up form. In Step 2 and the rest of the steps, we list down some questions to ask the user. In Step 2, does it make sense to have a Back button? My thinking is ...
4
votes
5answers
902 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). ...
10
votes
6answers
686 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 ...
1
vote
3answers
386 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 ...
9
votes
3answers
2k 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
4answers
924 views

Wizard/progressive stepper: Should states only be controlled by back button?

Suppose a stepper has 6 steps. Can the user directly jump to the 4th step or should he follow the same flow with a click on "save and next". Same flow for the reverse order as well. For example: ...
4
votes
2answers
334 views

Does it make sense to put a back button on first page of a wizard?

I have implemented this four-step wizard. ┌───────────┬───────────┬───────────┬───────────┐ │         X │         X │         X │         X │ │ │ │ │ │ │   ...
0
votes
5answers
1k views

Should I disable or hide the Back button in last step of Wizard

I am preparing a wizard for the account setup for the first time users of the application. Since, it is account setup wizard, there are few actions that cannot be edited. However, the other actions ...
1
vote
1answer
66 views

How to decide whether wizard stages should be split or united

I have a wizard where, conceptually, the first step is a URL input field. Once filled and activated, the system pulls some stuff from that address and the rest of the wizard steps deal with that stuff....
3
votes
1answer
378 views

Wizard with optional steps

I'm currently designing a wizard dialog for saving a search. There are three steps of which the first one is required (provide a name) and the subsequent two are optional. I would like the user to be ...
0
votes
1answer
210 views

Navigation options in a wizard: next, previous, exit and save (finish later), exit without saving - too many?

I am designing a linear wizard for filling in a form (configuring an order). When filling in the form, the actions at each step are: move to the next step (saving entered data); move to the previous ...
0
votes
2answers
100 views

How to offer to users several workflows to complete a task

Suppose we are making a medical software to support doctors to perform medical examination on the patients and store results in the system. What is unusual in this case, is that doctors often have ...
2
votes
3answers
327 views

What is the best practice for an interactive tutorial?

I am working on implementing an interactive tutorial that shows users how to use different products on a website. Many users of the site do not have advanced computer or internet skills, so the ...
4
votes
4answers
395 views

Navigating out of wizard flow

I'm designing a 4-step wizard flow for a web application. My confusion is that while the user is in the wizard should the main application menu be accessible to him considering that the wizard has to ...
36
votes
4answers
7k views

Should I put a back button on my form wizard?

Currently I'm designing a form wizard which will be use in the website. My reason for not putting the button on the form is because I want the user to never press back and so must finish the form. My ...
0
votes
5answers
934 views

How many steps should a form wizard have?

Currently I'm designing a website that has a form wizard, the form wizard has 11-12 steps and I personally thought that are too many steps for a form wizard, is that still a good number for a form ...
3
votes
1answer
685 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
2answers
76 views

Should clicking cancel midway through a wizard just cancel the changes on this page or the whole wizard?

Hope someone can help this is driving me crazy. I have a wizard for creating a new user on the system. Step 1: Basic information Step 2: User access rights Step 3: Files etc At step 1 I have a "...
0
votes
3answers
669 views

Progress Tracker with 2 levels

I'm currently designing a step-by-step wizard, where the interface tells the user which section of the wizard he/she is visiting, using Progress Trackers, like the image below. The user can navigate ...
8
votes
6answers
2k 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?
5
votes
3answers
900 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 ...
4
votes
4answers
913 views

Wizard UI - empty steps

I am working on an enterprise application for a telecom domain. In this application, we have a catalog of templates for software to be deployed/installed. Deployment usually needs a lot of parameters ...
5
votes
3answers
941 views

How would you represent the progression of steps within steps?

I need to create a rather complex wizard which shows the progress of 3 main steps, and then between 4 and 10 sub-steps within each of the main steps. It would seem logical to have the sub-steps ...
2
votes
2answers
87 views

What's the right term for the “What do I do now?” problem. Greenfield problem?

The user signs up for a SAAS service and is then faced with a dashboard that enables them to initiate many different actions. But they have only a limited idea of what to do next. Q: What's the ...
4
votes
5answers
266 views

Partly hiding non active steps in a multi step wizard

Working on a mobile version of a multi-step navigation that has to go step by step in the form of a wizard. however the local translations for some of the steps are quite long. shortening the step ...
4
votes
1answer
312 views

Dynamic wizard with varying number of questions

I have a page that guides the user to the required information. It asks a question and based on the answer displays a second question. Based on that answer - the information is displayed. There can be ...