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

• Consistent with all create/edit patterns

• Centered focus, background reference available

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