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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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1 vote
1 answer
129 views

Should I use popups inside a wizard form?

I have a very long wizard form and I need to add even more information within each step. For now I have decided to add it using pop-ups. I know it is a bad practice, but I can not come up with a ...
4 votes
3 answers
430 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
2 answers
93 views

Wizards size consistency across application

Is there a general guidline how to solve a consistency of Wizard forms accross a desktop application? I am especialy interrested in to the size of windows. Should be all the wizards of same size? Is ...
0 votes
1 answer
362 views

How to create a multi step form with conditional steps?

I am designing a highly complex form for creating a software company. We are yet to decide on if the form needs to be designed as a Wizard. The first step of the form will gather basic details and ...
1 vote
1 answer
117 views

How will you manage this step inside a wizard? Hard level: external plugins and valid signatures certificates needed

I'll try to explain myself as best as I can: I need to create a flow for sign documents in bulk. I mean, the user selects in a table a number of documents, and then the user applies the sign to all ...
1 vote
2 answers
275 views

Wizard or page?

What would you recommend? We have a "webform" we need to build and we have been talking about using a wizard to ease the steps of this form for the user. But we also talked about editing in ...
1 vote
2 answers
233 views

Registration Portal UX with many steps & complex requirements - Best practices & good examples?

I'm designing a web-based registration portal. There is a long list of requirements people need to get ready before they can successfully register. The research indicates that many new applicants are ...
1 vote
1 answer
88 views

Buttons on a wizard

In our current framework, we are presented with the challenge of accommodating five distinct action buttons: "Submit," "Back" (to the previous page), "Cancel" (to exit), &...
2 votes
2 answers
181 views

How to add item details within a in a multi-step wizard process?

I am working on a project that involves a wizard-type form workflow. In one part of the process, our system will return items we found for the user. The user will then need to provide details about ...
0 votes
3 answers
248 views

Navigating between steps in a wizard

I have searched for what feels like hours for an answer to this, or research to support a direction. We are using a wizard for customer creation. Currently the user can navigate between steps using '...
2 votes
1 answer
2k views

Is stepper component obsolete from a UX perspective?

I am implementing a stepper with Material-UI something that seems to be a local navigation system (different steps show complete detail views, tables with related entities, other views for related ...
4 votes
4 answers
1k views

Why might it be silly to have a 2-step Wizard?

In reference to 'Designing Interfaces' it's stated that it's silly to have a 2-step wizard. What are the reasons for this and is it really all that bad to have a 2-step wizard process? In either ...
0 votes
1 answer
176 views

How to design a complex process with 15 steps

I designed a web form using a wizard approach and my product owner liked it. Unfortunately, they now want to use the wizard for everything. Our next screens have over 15 steps and each step is pretty ...
1 vote
0 answers
30 views

Requiring a complex action before sharing externally [closed]

This is my first post to UXStackExchange, so I apologize if I miss something or am too long. I have been tasked with solving a complex problem for an internal enterprise app. We are working on ...
2 votes
1 answer
2k views

Wizard pattern vs. Accordion pattern in a long form

Wizard pattern (multi-step) vs. Accordion pattern in a single long form? Q1. What is the best pattern to chose for the following scenario Scenario In an Admin console, Admin have to create an ...
2 votes
2 answers
212 views

Bad wizard navigation?

I'm working on an installation guide, or "wizard", for a web application. The installation guide will be quite complex, with many different steps, each taking up around a minute or two for ...
1 vote
2 answers
402 views

Wizard/Stepper in mobile app: navigation options in final review step of wizard

I have an 8-step wizard in my app and in the penultimate step, the user has to review all of the choices made in previous steps. The user may only proceed to the final step of the wizard if the ...
0 votes
1 answer
148 views

Wizard/Stepper in mobile app: "abort wizard" and "back button"

I have an 8-step wizard in my app and want the user to be able to abort the whole wizard. My app has a title bar and usually, the top left icon is either a "burger icon" (opening the main ...
2 votes
2 answers
117 views

What could be the best practice for a long list of options in a mobile based wizard with the possibility to select nothing?

I am trying to redesign a wizard step in a mobile application setup. The user should input the year and months of experience and there should be an option to select something like "I don't have ...
2 votes
2 answers
162 views

In a sign-up wizard, how can I let a user enter the same fields for different languages on every step?

I need to design a signup wizard for a web app that is going to be used only inside a firm. The app can be accessed from desktops and mobiles. The average end-user is not very technical, so the ...
0 votes
1 answer
160 views

Wizard layout form behavior..best practice question

I have a form on my UI. Some fields in there are mandatory. The user needs to enter these fields and click next to proceed to the next sent of fields..basically a wizard layout. What is a better ...
0 votes
2 answers
285 views

How to display detailed information inside modal

I'm currently designing a 3-step creator for detecting objects in a live video stream with the help of AI. The modal below shows the video and the radio button-like object selectors. However, I also ...
1 vote
3 answers
1k views

How to define modal size?

I want to design a modal-dialog, which contains a stepper. Also in some cases, the input fields are not too many and in other cases, they are A LOT of them. Which means if I predefine the size of the ...
0 votes
2 answers
46 views

how to introduce control in a process divided into different screens / sections?

We need to introduce some control in a very extensive process that is completed in different days. Today these processes are divided into different sections / modules. Each section is a screen on a ...
0 votes
1 answer
43 views

Concerned that listing "other" may mislead when displaying ranges

In the image below, you can see below the blue line 4 options. I am creating a step by step wizard where I try to minimize the amount of user typing required by adding in clickable buttons to collect ...
2 votes
1 answer
1k views

How to best handle a modal with multiple tabs and buttons

We have a modal that is used for an action to Add an item and Edit an existing item. It also has a button to delete the item all together. I am trying to determine the best way to handle the button ...
1 vote
1 answer
49 views

Questions, Statements or Mix in a Wizard

I'm creating a wizard for a flow to apply to a job, and this consists of about 10 screens. So, my question is, on each screen, which is the best UX? Phrase every heading as a question (for instance, &...
1 vote
2 answers
171 views

What sort of progress indicator would you use for this task?

I have checked online as well as on the forum here that touches on my specific scenario and have not had any luck. Context: User downloads a third party app from our platform but they are missing ...
3 votes
1 answer
119 views

Editing of individual items and saving them

I am working on an application where I have to ask customers for input. Categories are on the left side of the page. Inside one category user needs to fill the details of multiple items. User will be ...
1 vote
3 answers
591 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 votes
3 answers
2k views

Back button in wizard

I'm designing a multi-step wizard, and in the design I've included a back button in-line with the individual step markers We've discussed things internally, and it has been suggested that the back ...
1 vote
2 answers
275 views

Onboardings and wizards - should I show the steps of the process?

So I need to design onboarding screens for a credit card company. I started to look around on different onboardings and collect ideas from different products such as Lemonade, Forward, Grammarly etc. ...
14 votes
5 answers
3k 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 ...
0 votes
1 answer
38 views

Legacy system content import tool [closed]

We have an old system, which is a course platform, and we are developing a new version of it, with other technology and some new features. I am designing the feature that will allow users to migrate ...
2 votes
2 answers
603 views

Change size of modal in wizard experience

I am building a wizard experience to guide a user through a complex setup flow. In the flow, some steps require more space and some require less space. Does it make sense to change the modal size on ...
2 votes
1 answer
77 views

Best possible way to display 6 tabs with first 3 as mandatory steps and rest activated after completion of first 3?

We are revamping the attached page.We are using Angular Material framework.Requirement are as follows : 1. User needs to fill form in first three tab as mandate like a wizard or stepper. (Expected ...
3 votes
1 answer
703 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
2 answers
404 views

Displaying selection of sub-categories within a Card

I am working on application that analyzes live video and can tell, with the help of AI, when an object of a certain type (e.g human, vehicle) is detected in the video. The application will have a ...
1 vote
1 answer
270 views

Use of summary step at the end of Wizard UI?

I am designing a wizard about adding events on a calendar. The last step of the wizard is the summary of the user's choices. Is it obligatory to use it, or can I skip it? PS. Number of Steps with ...
0 votes
1 answer
534 views

Navigation between steps on mobile form wizard, automatically or scrolling to "next" button?

I have a form wizard, which looks like this: On this particular step, you are supposed to pick only one of the three items. On the desktop version buttons "Next" and "Back" are fixed to the bottom ...
5 votes
2 answers
3k 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?
1 vote
3 answers
314 views

Real time filtering or Wizard steps

At this moment, I'm working on a product finder tool. By answering different questions, you get advice that suggests a product of your interest. So, the answers to questions could lead to different ...
27 votes
7 answers
9k 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 vote
2 answers
119 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
2 answers
7k 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
1 answer
2k 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
3 answers
229 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
3 answers
510 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 ...
0 votes
2 answers
131 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
2 answers
1k 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 ...