Short description

Like all wizards, this splits the needed data input into separate steps to simplify the collection of data.

This wizard is the only one that resides in the main content area; the other wizards live in modals. By this placement users still have access to menus and understands the context of the flow.

When and how to use it

This wizard always expects each step to be completed before moving to the next step, you cannot skip forward.

It's very mobile friendly, since you can always see both the completed steps, as well as a sneak peak of what’s to come. The navigation is very simple with a clear call to action for moving forward.

Behaviour

The first step is open when user enters the wizard. All following steps are immediately visible to give an overview, but disabled and closed. Once the user has entered relevant information and clicked on the Next button, the next step is opened (and animated). The previous step then is collapsed and animated upwards.

When the user scrolls up, a summary will be shown of previous steps and an edit-button. The edit-button opens the fields in the step for editing again and the Next button is now a Save button. When clicking save, the step is validated and again presented as a summary.

Examples

Loan step 1 on seb.se

Loan step 2 on seb.se

Loan step 1 on IBP

Loan step 2 on IBP

Do's and don'ts

Do

• Do use a Next button to move to the next step and replace it with a Save button when the user is editing

Don't

• Don't allow the user to move to the next step without filling in all required fields
• Don't make the poor user go through all steps only to edit one step.
• Don't include a receipt as one of the steps. 

• Details: Specification in Figma
• Instruction: How to access Figma