| UI or UX | UI + UX - Sectioned enterprise configuration form | UI + UX - Short related multi-field submission page | UI + UX - Multi-page transaction with saved step state | UI + UX - Guided sequential setup assistant |
| UI guidance | Render one coherent form surface with a clear title, section navigation or section headings, current section state, grouped controls, persistent labels, helper text, required indicators, error summary, field-level errors, review or summary state, and one save contract. | Render a clear form heading, short instruction, required or optional indicator explanation, grouped related fields, one primary submit action, and a visible error summary only after failed submit. | Render each step as a focused page with a clear heading, progress context when useful, Back and Continue controls, local validation, and a final review page before submission. | Render a bounded assistant shell with a clear wizard title, current step heading, step list or progress context, step-specific body content, Back, Next or step-specific primary action, Finish, and Cancel or Close. |
| UX guidance | Use a complete complex form when users must edit many related product settings together and need to inspect dependencies across sections before saving. | Use a single-page form when users benefit from seeing, comparing, and editing a small related set of fields before one submission. | Use a multi-step form when a transaction is too long, conditional, high-stakes, or hard to recover from as one page, and users need manageable saved progress. | Use a wizard when users must be guided through a dependent setup, creation, import, or configuration task where each step prepares the next one and final finish should be gated. |
| Good UI | A policy configuration form has Basics, Rules, Approvals, Notifications, and Review sections; Approvals shows an error because the threshold in Rules requires at least two approvers. | A contact-details form shows one heading, a required-field note, grouped name and contact fields, communication preference radios, aligned field errors, and a Save details button at the end. | A benefit application has Eligibility, Contact details, Documents, Review, and Submit pages, with the current step named in the heading and completed steps shown from saved data. | A connector setup wizard shows Choose connector, Configure access, Test connection, Review, and Finish in a side step list, with Configure access current and future steps disabled until prerequisites pass. |
| Bad UI | A single grid shows Nm, Rule, Appr, Esc, Mail, JSON, Mode, and Owner fields with no labels, fieldsets, section status, or error ownership. | A long application with eligibility, address history, uploads, and payment fields is dumped onto one scrolling page. | A five-screen flow shows all steps as complete after users only viewed them. | A generic Step 1, Step 2, Done strip wraps one text field and a Finish button with no dependency, preview, review, or cancel state. |
| Good UX | A user raises a spend threshold, validates the form, is moved to the Approvals section, adds a second approver and escalation owner, reviews the complete policy, and saves without re-entering earlier values. | A user edits email and phone together, submits, sees two linked errors, fixes both without losing the preference selection, and saves the whole form once. | A user completes eligibility and contact details, goes Back from documents, sees contact details still filled, continues, and returns to the same documents step. | A user selects Zendesk, enters a token, runs a connection test, reviews generated sync settings, goes Back, and the token and test state are preserved or clearly invalidated when changed. |
| Bad UX | A user clicks Save, sees three generic errors somewhere in the page, and must scan many controls to discover which section owns each problem. | A user submits a mixed form, sees a generic red banner, scrolls through many unrelated fields, and cannot find which answers failed. | A user changes an early answer and the form silently submits later answers that no longer apply. | A user clicks Finish before the connector was tested and later discovers the integration never ran. |
| Best fit | A product configuration has many related fields across named sections. | A compact set of related fields should be reviewed together before one submit. | A transaction spans several ordered pages or sections. | A setup, import, object creation, or configuration task has strict sequencing. |
| Avoid when | The form is a short related set of fields that fits a simple single-page form. | The form is long, high-stakes, branched, or too hard to recover from on one page. | The fields are short, related, and easier to scan together on one page. | The task is a short form that users should scan and submit on one page. |
| Required state | Initial draft state with named sections, required-field convention, grouped controls, and save unavailable or clearly pending validation. | Initial empty state with form heading, instruction, required or optional indicator explanation, grouped fields, and submit action. | Not-started state with clear start point and expectation of the steps or sections ahead. | Not-started state that explains what the wizard will configure and how many major steps follow. |
| Accessibility burden | Use semantic headings, fieldsets, legends, and persistent labels so each section and field group has a programmatic name. | Keep field order in the DOM the same as the visible order. | Use a clear page heading on every step and keep it synchronized with route and progress context. | Use one clear wizard title and one current step heading; keep browser title, heading, and progress context synchronized. |
| Common misuse | Calling a dense settings table a complex form without section status, labels, or validation ownership. | Using one page for a long complex application just to avoid designing steps. | Using a multi-step form to hide a short related form that users should review on one page. | Using wizard chrome for a short edit form with no dependent sequence. |