Creating Data Wizards

Learn how to create new Data Wizards for guided data collection workflows.

Creating a New Wizard

1. Navigate to Admin → Data Wizards
2. Click Create Data Wizard
3. Fill in the basic information:
   • Name (required) - Internal identifier
   • Description - Explain the wizard's purpose
   • Icon - Visual identifier
   • Public - Toggle for external access
4. Click Create

Wizard Settings

After creation, configure these settings in the Details tab:

Display Settings

• Public Name - Name shown to users (if different from internal name)
• Icon - Visual identifier in menus
• Description - Shown on the wizard start screen

Language Settings

• Default Language - Primary language for the wizard
• Available Languages - Additional languages users can choose

Styling

• Internal CSS - Custom styles for embedded display
• External CSS - Link to external stylesheet
• Loading Animation - Custom icons during loading

Adding Steps

1. Go to the Steps tab
2. Click Add Step
3. Configure the step:
   • Title - Displayed in breadcrumbs
   • Description - Instructions for users
   • Icon - Step indicator

Adding Tasks to Steps

Each step needs at least one task:

1. Click on a step to expand it
2. Click Add Task
3. Choose the task type and configure it

Testing Your Wizard

Before publishing:

1. Use the Preview function
2. Walk through each step as a user would
3. Verify data is saved correctly
4. Check conditional logic works as expected

Wizard Flow Visualization

The Steps tab includes a Mermaid diagram showing:

• Step sequence
• Conditional branches
• Navigation paths