| 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 long settings page saves invalid combinations because validation checks each field in isolation and ignores dependencies between threshold, approvers, and escalation owner. | 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. | All steps are visible as visited while hidden required setup is inserted later, so the step count and current heading are dishonest. |
| Good UX | A user jumps from Review back to Rules, changes a dependency, and sees Review marked stale until the affected sections pass validation again. | A user reviews all contact details before submitting because the fields are short, related, and visible in one scan. | 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 validation failure clears completed fields, forcing the user to re-enter unrelated information. | A browser refresh on step 3 clears steps 1 and 2, forcing the user to start again. | A user goes Back to change the connector and the wizard silently keeps review answers from the old connector. |
| 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. | Current step state with heading, saved context, local answer controls, Back, and Continue. | Current guided step with a clear heading, local controls, and step-specific primary action. |
| 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 | Splitting tightly related settings across pages so dependencies are invisible during editing. | 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. | Letting users finish before required tests, previews, or review pass. |