Configuring Wizard Steps & Tasks

This guide covers the detailed configuration of steps and tasks within a Data Wizard. For creating a new wizard, see Creating Data Wizards.

Understanding Steps and Tasks

Data Wizards use a two-level structure:

• Steps — High-level stages that users progress through (visible as breadcrumbs or navigation)
• Tasks — Individual actions within each step that define what happens (data collection, record matching, etc.)

Each step can contain one or more tasks, and each task has its own detailed configuration.

Step Task Detail Page

When you click on a task within a step, you'll see the task detail page with three sub-tabs:

1. Details Tab

Configure the basic properties of the task:

• Task Name — Internal identifier for the task
• Task Type — The type of action this task performs (Display View, Create/Update Records, Send Messages, Find Matching Records)
• Description — Instructions or notes about the task's purpose
• Settings — Task-type-specific configuration options

2. Linked Data Fields Tab

Manage which Data Fields are tied to this step task:

• Field selection — Choose which fields from the linked Data Collection appear in this task
• Field order — Arrange the display order of fields within the task
• Field overrides — Customize field display settings specifically for this wizard task (labels, help text, required status)
• Validation rules — Set task-specific validation beyond the field's default rules

Linked Data Fields determine what data is shown to or collected from the user during this step. They are pulled from the Data Collection associated with the task.

3. Linked Data Collections Tab

Configure which Data Collections are tied to this step task:

• Primary collection — The main collection this task reads from or writes to
• Related collections — Additional collections referenced during the task (e.g., for lookup or relationship linking)
• Record matching settings — How the wizard matches against existing records in the collection

Task Types Explained

Display View

Shows data to the user from a collection. Useful for reference information or confirmation screens. Uses a Data View to present the data.

Create/Update Records

Collects data from the user via form fields and creates new records or updates existing ones. The linked Data Fields define the form.

Send Messages

Triggers an email or SMS message as part of the wizard flow. Can be used for confirmation messages, notifications, or verification codes. Related to Outgoing Messages.

Find Matching Records

Searches for existing records based on user input. Useful for "returning user" flows where the wizard should find and update an existing record rather than creating a duplicate.

Multi-Language Support

If multiple data languages are configured for the wizard, each task's linked fields can have translations:

• Field labels can be translated per language
• Help text can be provided in each configured language
• The user sees content in their selected language

Language settings for the wizard are configured in the wizard's Details tab (see Creating Data Wizards).

Impact on Users

• Step and task configuration directly determines the user's wizard experience
• Linked fields define which form fields users see and what data is collected
• Task types control the flow — users proceed through steps in sequence, with conditional branching if configured
• For public wizards, external users interact with the same step/task structure configured here, subject to External Access settings

Related Topics

• Data Wizards Overview — Wizard concepts and architecture
• Creating Data Wizards — Creating new wizard workflows
• Data Wizard External Access — Public wizard access and verification
• Managing Data Fields — Field types and configuration
• Data Collections Overview — Collections used in wizard tasks