The wizard floorplan allows users to complete a long or unfamiliar task by dividing it into sections and guiding the user through it. The wizard consists of the walkthrough screen, where the form sections are revealed in sequence after each one is completed, and the summary page, where the form is displayed in read-only mode for assessment and final submission. You can use the wizard both in full-screen and split-screen layouts.
When to Use the Wizard Floorplan
The wizard aims to help users by dividing large or complex tasks into segments. Use the wizard if the user has to accomplish a long task (such as filling out a long questionnaire) or a task that is unfamiliar to the user. The flow should consist of a minimum of 3 and a maximum of 8 steps.
The wizard can be used for both create and edit scenarios. If your application contains both, consider using the same means for both scenarios – either the wizard, or another create/edit screen (edit flow or object page).
When Not to Use the Wizard Floorplan
If you have a task with only 2 steps or a format that the user is familiar with (for example, it is part of their daily routine), do not use the wizard as it only adds unnecessary clicks to the process. If your process needs more than 8 steps, the wizard will not support those steps as the process is too long and can be confusing for the user. In this case, you should consider restructuring the task.
The wizard has two main screens: the walkthrough screen, where users complete a segmented task, and the summary screen, where they can check the data they are about to submit. Wizard content is not restricted to forms; other content such as a value help dialog can also be used.
The walkthrough screen is the wizard’s main screen. After triggering the wizard, the user is taken to the walkthrough screen, which shows only the first section of the form. Once the user has filled out all the necessary fields, a Step XY button appears, which allows the user to move to the next step. When the user has completed the last section of the wizard, the button label changes to Review and the user is taken to the summary screen.
The wizard footer is used to display the Cancel button, which exits the wizard. If the user has modified any fields, a data loss message also prompts the user. You can also use a Save as Draft function in the footer if the form is long and the user may have to save it before finishing it.
The title in the header toolbar above the wizard remains unchanged during all the wizard steps. Align this title left, and make it clear to users where they are and what they are doing (for example, Create Sales Order or Edit Sales Order 4815162342). Especially in edit scenarios, it is vital to give users a unique identifier for the object they are changing.
The progress bar/anchor navigation below the header highlights the completed steps and the current step. It also allows the user to navigate between steps by clicking on any of the circles.
The progress bar exhibits a grouping behavior if there are multiple steps and the screen width is reduced. This behavior is the same on smartphone, tablet, and desktop screens.
In certain use cases, the steps in the wizard depend on the choices the user makes along the way. The user’s entries for one step determine the follow-on steps (“branching”). In these cases, a dotted line shows that more steps will follow.
Since the wizard is a lightweight way to create or edit objects, applications can use a quick confirmation popup instead of the heavier data loss message, when the user selects Cancel.
If the wizard is used to create an object, the text on the popup should read ‘Discard this ?’ (see image below).If the wizard is used to edit an object, please use the text ‘”Discard changes?” In both cases, the action on the popup should be Discard.
On the summary screen, users can check all their entries before the object is actually created or changed. The summary screen has no progress bar or anchor navigation, and shows the form sections for all the steps in read-only mode.
To allow the user to go back and edit entries, provide an Edit button either in the footer toolbar or in each form section:
- If you place the Edit button is placed in the footer toolbar, the user is taken back to the first section of the wizard.
- If you offer Edit buttons for each section of the form, the user jumps to that particular step.
Alternatively, users can click or tap the Back button to go to the previous step. From there, they can scroll or tap through the sections.
The main action on the summary page should be the final action after completing the wizard, such as Create or Save.
There are two types of wizard – “standard” and “branching” – which differ in terms of the functions they offer.
Use the standard type if:
- The total number of steps is known in advance.
- The number of steps does not change during usage.
- There is linear progression from one step to the next.
Use the branching type if:
- The total number of steps is not known.
- The number of steps may change during usage.
- There is non-linear progression. In other words, the user’s choice during one step determines which step comes next.
In addition to the functional types, there are also different visual styles.
Numbers and Icons
By default, both versions use a number inside a circle to represent each step. You can also use icons instead of numbers to help users identify the steps. If you plan to use icons, be sure to assign icons to all the steps (not just to some). The icons you choose should be unique and not look too similar. This will ensure that users do not get individual steps confused with one another.
Steps represented by numbers
Steps represented by icons
To help users identify the individual steps even more easily, app developers can assign labels. As with icons, labels must be applied to all or none of the steps.
Ideally, the headlines and field labels for each step should provide enough information for users to complete their tasks. However, if additional explanations are needed, applications can put a simple text underneath a step’s headline – either via the sap.m.Text or the sap.m.FormattedText control.
Navigation and Error Handling
Users can trigger the wizard app from another application, the launchpad, or a notification. The wizard always starts at the initial walkthrough page and ends after the user has clicked the main action (such as Submit) on the summary screen. The Step XY button is only used on the walkthrough page, and its purpose is to load the next section of the form.On the summary page, the user can use either the Edit button in the footer or the “back” arrow to return to the wizard and edit any of the fields.Modifying dependent steps: If there are steps that depend on each other (for example, a selection in step 2 triggers an optional step) and the user modifies the parent step, the dependent step is changed or deleted. This first triggers a warning message (when the input control loses focus) that data will be lost.
Error handling is done via message popovers. When the user clicks the Step XY button, the form sections and fields should be validated. When the user clicks the Submit button on the summary page, the entire form is validated. If there are any errors, the user stays on the walkthrough page, the message popover is displayed, and clicking any of the error items scrolls the page to the relevant field, which is also highlighted in red.
Section validation differs from validation of the entire form. In the first case, correct data entry in the form fields is validated. In the second case, the entire form is checked for backend system errors (such as duplicated data entry).
Even though the wizard floorplan consumes the dynamic page, the wizard’s header does not allow snapping. Due to the nature of the wizard floorplan, the wizard brings its own step-based header that is already very space-saving.
Contrary to the header, the footer toolbar of the wizard floorplan conforms to the standard layout and uses the sap.m.bar control.