Wizard

Forms with 7+ fields (that can be logically categorized) should use a wizard

The Decisions

Main navigation (Next, Back, Submit) must always be visible in the viewport.

Forms with 7+ fields that can be logically categorized, should use a wizard.

Fixed navigation bar

  • Next/Back/Submit buttons stay visible while scrolling

  • Users always know how to proceed

  • No hunting for the CTA

In a wizard, the main navigation interaction should always be visible in the viewport.

Wizards appear in modals

When to use wizards

  • Forms with 7+ fields that can be logically categorized

  • Multi-step creation processes

  • Examples: creating complex tickets, setting up integrations, configuring workflows

Linear progression

  • Users complete steps in order

  • Can't skip ahead

  • Can navigate back to previous steps

Principles

Keep it simple

  • Breaking 7+ fields into logical steps reduces cognitive load

  • One clear action always visible

Intuitive for beginners

  • Always see how to proceed

  • Linear flow prevents skipping required information

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