Data Wizards Overview
Required Permission
This feature requires the TEAM_ADMIN_DATA_WIZARDS permission.
Data Wizards are guided, multi-step workflows that help users complete complex data entry tasks. They can be used within Simply360 or embedded on external websites.
What is a Data Wizard?
A Data Wizard is a configurable form workflow that:
- Guides users through a sequence of steps
- Collects data and creates/updates records
- Supports conditional logic and branching
- Can be embedded on any website
- Supports multiple languages
Use Cases
- Registration Forms - Event signup, membership applications
- Intake Forms - Customer onboarding, patient intake
- Service Requests - Support tickets, work orders
- Surveys & Feedback - Collect structured feedback
- Multi-Step Processes - Complex workflows with dependencies
Wizard Components
Steps
Wizards are organized into steps, each with:
- Title and description
- One or more tasks to complete
- Navigation rules (next/previous)
- Conditional execution logic
Tasks
Each step contains tasks that define what happens:
- Display View - Show data from a collection
- Create/Update Records - Collect and save data
- Send Messages - Trigger emails or SMS
- Find Matching Records - Search for existing data
Linked Fields
Fields connected to each task determine:
- What data is collected
- Validation rules
- Field display settings
Public vs. Internal Wizards
| Type | Who Can Access | Use For |
|---|---|---|
| Public | Anyone with the link | External forms, registration |
| Internal | Logged-in team members | Staff workflows, internal processes |
Accessing Data Wizards
- Navigate to Admin → Data Wizards
- View all wizards in your team
- Click on a wizard to configure it