Description
A wizard is a step-by-step dialogue which allows users to go over or perform actions in a predefined order to accomplish a goal.
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Structure Element | Description | Appearance |
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Header |
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steps navigation |
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Step content area |
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Actions Row |
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Each step is a form like which can include all input fields types, such as Radio buttons and drop downs, <link to ‘Form’ page when ready>
Internal Logic
Step = Inner sub page
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States
Step indication states:
Currently selected step | |
Previous step which was already covered | |
Uncovered step |
Interaction
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First step is selected in the navigation area
Back button disabled
On edit mode - navigation through left side is open to any step
2. Inner steps
Relevant step is selected in the navigation area
All previous steps should be available to navigate back to from the navigation area
Navigating to an earlier step displays the content as the user entered, while letting the user change an earlier choice
If the user navigated to an earlier step and didn’t change anything all the content of the step and the steps he already filled will remain as he filled
If the user navigated to an earlier step and changed something in the content it may clear other selections he did on this or other step which depended on that specific selection, while keeping the rest as they are
On edit mode - navigation through left side is open to any step
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Number of steps should be between 3 to 7 (for readability and ease of use)
Provide the user enough information to make decisions and act on themEach step should be clear in name and purpose
Each step should present a brief explanation of purpose at the beginning
Use defaults or predefined values when possible
Use Wizards when
Object creation/editing may be complex and require sub steps
Users needs guided help
Steps are depended on one another in a complex way
Don't use Wizards when
The task itself isn’t complex
When the users are advanced and might be frustrated from using a wizard, they might find it rigid and limiting
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Visual representation on warning in the navigation
Wizard viewing mode
Dynamic branching
Accessibility compliance
<<In general each component should be A11y complied, please follow the 3 guidelines linked below. At the very least we should document that each component is in compliance with each of the 3>>
Focus management
<<How will the component work with keyboard only - without a mouse. Can be reference if written above
We already set a general guidelines described in Keyboard & Focus Management Guidelines >>
Screen reader support
<<Make sure the components support screen reader for content or behaviour where needed - see Screen Reader Guidelines >>
Contrast & size compliance
<<Visual designers must comply with the minimal of Contrast + Font Size Guidelines for each component>>
Design
Zeplin link | Screen thumbnail |
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