---
title: "Configuring Wizard Form"
slug: "configuring-wizard-form"
updated: 2026-03-30T10:33:38Z
published: 2026-03-30T10:33:38Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.encodify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Wizard Form

## How to create a Wizard Form View

---

To create a **Wizard Form**, follow these steps:

1. Navigate to the **Module View Library**(see [Manage Views](/v1/docs/manage-views) for more details)
2. Locate **Wizard Form** and click on the card.
3. Click **Add New Wizard Form** to open the configuration wizard.
4. Enter a **Name** and, optionally, a **Description**.
5. In the **People with access** field, define whether you wish to **All users** or whether you wish to **Selected Access Rights**to have access to the view.

> [!WARNING]
> **Note:** Currently, users can only view one active view at a time. If they are granted access to multiple views, the system will display the first view in the list (in alphabetical order).

![Creating a wizard form with fields for name, description, and access settings.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Wizard_General(1).png)

An image highlighting the General settings of Wizard Form View

1. Navigate to the **New Item Form** tab or click **Next**.
2. Choose which file fields should be displayed when user adds a new item by selecting them in **“File Fields”**field. Selected fields order can be adjusted.
3. Customise which fields should be displayed when a user adds a new item by dragging them from the **Available Fields** list to the **Fields to Add Item** list in **Item Form**section. Adjust the order of fields to suit your needs.

![Form creation interface displaying fields for job details and project management.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Wizard_New Item Form.png)

An image highlighting the New Item Form settings of Wizard Form View

1. Navigate to the **Step 1** tab or click **Next**.
2. Enter a **Name**.
3. Choose whether to enable or disable the **Workflow** **Button**, **Export PDF Button**, and **Save Button.**
4. Chose **Item form only** content type
5. In the **File Fields**dropdown, select which file fields to be shown in tab, and adjust the display order as required.
6. Choose whether to enable or disable the **Show Item Comments** toggle.
7. In the **Activity Logs** dropdown, select which change logs you would like the view to include: **Field Logs**, **Download Logs**, **Workflow Logs**, **Version Logs**, and **Sharing Logs**.
8. In the **Item Form** section, drag and drop fields from the **Available Fields** list to the **Fields to Show** list, and adjust the display order as required.

![Create a wizard form with preferences, item panel, and activity logs sections visible.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Wizard_Item form only(1).png)

An image highlighting the “Item form only” content type for Item View Step settings of Wizard Form View

1. Click **New Step** to create a second step in the form
2. Enter a **Name**.
3. Choose whether to enable or disable the **Workflow** **Button**, **Export PDF Button**, and **Save Button.**
4. Chose **Inline modules only** content type
5. In the **Inline Module** dropdown, select the related module.
6. In the **Link Field** dropdown, select the field that relates the two modules.
7. The **Add Button Label** will be pre-filled with "Add". You can change this to suit your business requirements.
8. In the **Default Module View** dropdown, select the default view you wish to display.
9. Define whether **View Selection** should be **Static** or **Dynamic**:
  1. If set to **Static**, choose your **Preferred View**—either the **Default View** or the **Last View Selected**.
  2. If set to **Dynamic**, you can change the module view based on metadata entered by the user. Select the **Field that triggers view selection**, then complete the mapping table by defining each value and its associated view.

![Creating a wizard form with inline modules and required fields for job management.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Inline modules only_Wizard.png)

1. For the final stage, repeat the **New Step** process to define each step of the wizard form, selecting whether to display **Fields** or an **Inline Module** as appropriate for each stage.
2. Click **Create** to confirm your settings and create the view.

**Note**: **New Item Form** as well as step with **Item form only** content type can’t be created with empty **Item Form** section