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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85 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 ...
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2answers
77 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. ...
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1answer
95 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 ...
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1answer
59 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 ...
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0answers
33 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 ...
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2answers
35 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 ...
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1answer
29 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 ...
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1answer
40 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 ...
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2answers
106 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 ...
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1answer
108 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 ...
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3answers
306 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 ...
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3answers
150 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 ...
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1answer
76 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 ...
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3answers
77 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 ...
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24 views

Real time filtering vs. Wizard steps [duplicate]

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 ...
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2answers
81 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 ...
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2answers
554 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?
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3answers
390 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 ...
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2answers
131 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 ...
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2answers
83 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 ...
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2answers
304 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 ...
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2answers
324 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 ...
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3answers
309 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 ...
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3answers
171 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 ...
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2answers
59 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 ...
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1answer
360 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 "...
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1answer
307 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 ...
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1answer
77 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. ...
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1answer
196 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 ...
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1answer
69 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?
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3answers
264 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 ...
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4answers
1k 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
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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 ...
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2answers
434 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 │ │ │ │ │ │ │   ...
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1answer
81 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....
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1answer
453 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 ...
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2answers
106 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 ...
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5answers
1k 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 ...
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4answers
8k 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 ...
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2answers
1k 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 ...
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2answers
91 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 "...
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3answers
841 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 ...
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1answer
304 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 ...
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4answers
1k 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 ...
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3answers
393 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 ...
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2answers
88 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 ...
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5answers
342 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 ...
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3answers
1k 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 ...
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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 ...
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10answers
10k views

Is the ability to finish a wizard early a good idea?

I am using a wizard dialog with 4-5 steps to let users input data of a business object. The data on the different steps of the wizard is not interdependent and the order of the steps feel natural when ...