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Wizard Dialog

Design a wizard dialog when you want to support the user doing a task with a number of steps in sequence, and in such a way that the user cannot continue with other work before dismissing the dialog. Wizard dialogs are a particular kind of task dialog optimized for guiding the user through a task by presenting individual steps in the tasks in a piecemeal fashion.

Wizard Dialog guidelines

From the user’s perspective, the following are qualities of a well-designed wizard dialog page:

  • Is used for a task that the user benefits when doing in a certain sequence of separate steps.

  • Has a title and instructional text as needed so the user understands the context for the wizard steps.

  • Presents fields and other options in groups that are meaningful to the user’s understanding of the task.

  • Sequences the steps in the wizard so the order is aligned with how the user prefers to carry them out.

  • Provides one or more dismiss buttons with captions that unambiguously describes the function of each button.

Example of a Wizard Dialog

Wizard dialog for creating interaction record

See Also

Concepts

Message Dialog
Task Dialog
Lookup Dialog