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Wizard

A wizard is a step-by-step process that allows users to input information in a predefined order and in which subsequent steps may depend on information entered in previous ones.

Usage

Wizards can be used to simplify complex processes performed infrequently or by novice users. By showing less information at a time, they allow users to focus better on the content relevant to each step and decrease the chance of errors.

The Wizard component comes in a horizontal and vertical representation. Vertical wizards stack steps on top of each other, while horizontal ones place them side by side.

Wizard

Use a horizontal wizard if:

  • A small number of steps are used.
  • When the wizard should remain accessible on mobile devices.
  • When individual steps have longer title.

Use a vertical wizard if:

  • A large number of steps are used.
  • Enough vertical space is available for a side-by-side representation.

When to use

  • When the task requires multiple steps.
  • When complex data input is needed.
  • When users need guidance to complete the process.
  • When steps vary based on previous decisions.
  • When users lack domain knowledge.
  • When the user must complete steps in a specific sequence.

Best Practices for Wizards

  • Minimize steps and keep the purpose clear.
  • Show where the user is in the process.
  • Don't disable or hide the Back button.
  • Use a horizontal layout for fewer steps or mobile accessibility
  • Provide a summary of choices.

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