Business users are sometimes required to complete complex processes, such as when they join a new company. As a workspace owner, you can assist them by embedding a wizard-like predefined process that will guide them through the required steps.
When creating the wizard, you can choose whether to embed the wizard in a workpage or open it as a dialog. Then you can define how many stages and steps the wizard will contain and which steps are mandatory. You can also embed widgets and cards in the wizard.
How to Create a Wizard
Add a new wizard to your workpage
In the workpage, switch to edit mode.
- Click the + to add a new section.
- Click the arrow next to the Add Widget button, and select Add Wizard.
Note that this menu item is available only in an empty section.
Define the wizard properties
Add stages and steps
- Enter a name for the stage/step.
- Enter a description for the step.
- Choose if the step is required or optional.
- Choose if the step is visible or not. For example, you can choose to hide the Done step in stages that are not the final stage of the wizard.
Add widgets and cards to each step
Publish your change
The final wizard can look like this:
Translating the Wizard
You can also translate the wizard text:
Click the icon on the right corner of the wizard header to enter the wizard translation editor.
Enter the translated text. Repeat this for any additional language you need. Once you're done, you can publish the translation or save it as a draft.
Interacting with Wizard Events and Context Updates
Card developers can configure their cards to interact with a wizard on a workpage.
As a card developer, you can interact with the wizard to leverage wizard events and context updates. For example, you can subscribe to the “Next Step” event to trigger data validation and then submit the content to the server.
A full Developer Guide with sample cards is available for you in Github. For more information, see Wizard Developer Guide
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