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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52
votes
11answers
7k views

How can I make it extremely clear that the user needs to take one last action?

I am developing a new checkout wizard for my company's website, and I've added a "confirm your selections" panel as the last step in the wizard: From my perspective as the designer, I feel that I ...
42
votes
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 ...
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 ...
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 ...
24
votes
10answers
5k 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?
14
votes
5answers
10k 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 ...
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 ...
11
votes
2answers
12k views

Android Multi-Step Wizard Examples

I am designing a multi-step wizard to display at the startup of my Android App. Looking for examples which serves as both tutorial and tour of the major benefits of the app. So far I haven't found ...
11
votes
3answers
4k 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 ...
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 ...
9
votes
7answers
841 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 the ...
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 ...
9
votes
4answers
8k 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 ...
9
votes
5answers
1k 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 ...
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?
8
votes
5answers
1k 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 ...
8
votes
2answers
2k 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. Specificly, ...
8
votes
2answers
775 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 ...
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 ...
7
votes
3answers
3k 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 ...
7
votes
2answers
2k 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 ...
6
votes
4answers
899 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
2answers
1k 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 : ...
6
votes
3answers
766 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 &...
6
votes
2answers
961 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 ...
6
votes
2answers
1k 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 know ...
6
votes
1answer
561 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?
6
votes
2answers
1k 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 ...
6
votes
3answers
740 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, Premium, ...
6
votes
4answers
869 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
414 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 ...
5
votes
3answers
1k 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 ...
5
votes
3answers
176 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 ...
5
votes
3answers
203 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 ...
5
votes
3answers
960 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 ...
5
votes
2answers
1k views

Nested tabs (vertical within horizontal) alternative

I am working on a component is part of a larger wizard. It is made up of nested tabs (only 2 levels deep). Here is a quick wireframe of the it: The system I am working on is a refresh of an existing ...
5
votes
1answer
245 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 ...
5
votes
1answer
767 views

Wizard inside a Wizard?

I am a UI designer, working on a webapp that deals with lot of user data and grids. The base portion where the user enter their personal details has been split up into a wizard. Here the user may be a ...
5
votes
3answers
905 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
5answers
911 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). ...
4
votes
2answers
407 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
805 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
1k 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
1k 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 ...
4
votes
3answers
343 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
2answers
345 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 │ │ │ │ │ │ │   ...
4
votes
4answers
923 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 ...
4
votes
5answers
272 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
354 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 ...
4
votes
1answer
146 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 ...