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Training

Wizard Mode

Wizard mode allows you to capture data from the user in a progressive manner by presenting a form as a series of steps to be competed.

This user experience is similar to the experience of purchasing items on a web ste.

In particular, the Previous and Next buttons are used to guide the user and additionally capture and save user information as the user works through each successive section.

Instructions

Before implementing a form using this functionality, consider the goals for your tool. Here are are some key aspects of Wizard Mode which should be considered:

  • Good for collecting a small to medium amount of fielded data from a user at one time via a series of steps.
  • More user friendly to user in that they are not overwhelmed with questions on one screen.
  • Previous and Next buttons provides a comfortable and familiar user interface.
  • Great for capturing data when there is a risk that the user may end the process early. (Clicking Next saves progress.)
  • Good way to entice users to begin the process by starting with a small amount of easy questions.
  • Creates a feeling of progression as the user completes sections.
  • Each progressive section may show different user questions based on previous responses. In this way, a user may be guided and prompted only for relevant information.

There are some risks that must be weighed when implementing this interface:

  • The mode only applies in the new form. This means the edit form will not deliver the same consistent interface. You can however create a text column in your list named "iwslptab", it will be used to preserve the current position within the wizard.
  • The user may still elect to cancel entry. This will result in partial data collection. The user is given a choice of either deleting the item or leaving it in the partial state.
  • Overall configuration and functionality is more complicated. It may provide challenges when trying to fully customize the interface.

 

In Office 365 Wizard Mode is not available. Instead consider using Validatiaon to guide users through a form.
Last modified: 9/12/2016 3:21 PM
11 comments [latest: 7/18/2016 5:00 PM]
Joe [9/23/2015 4:28 PM]
Is the Wizard Mode available in Ultimate Forms for Office 365? I can't find where to configure it.
Vladi Gubler [9/23/2015 4:33 PM]
No, this functionality is available on premises only
Prashanth [10/2/2015 6:20 PM]
Is this feature coming to office 365? Approximate time frame?
Vladi Gubler [10/2/2015 6:46 PM]
There are no plans of including this feature in the app version
Vladi Gubler [10/5/2015 9:45 PM]
We can see that there is a lot of interest in the Wizard mode in the app version. We will examine the feasibility of adding this feature to the app version as well.
Ronnie [1/15/2016 1:25 PM]
Did this feature make it into the app version?
Vladi Gubler [1/15/2016 2:50 PM]
Ronnie: not yet, but it's planned
Kenneth Barnes [7/18/2016 4:53 PM]
Is it ready in the App version yet for O365 ?
Kennyb [7/18/2016 4:54 PM]
Is it available now as of july 2016 for Office 365?
Vladi Gubler [7/18/2016 5:00 PM]
Kenneth: no, it's not available yet, we are still working on it. It's relatively low priority for the app version, as all rules are evaluated on the client anyways, so dynamic permissions make a good alternative to wizard mode.
 
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