--- title: "Understanding Wizard Form" slug: "understanding-wizard-form" updated: 2025-07-11T07:26:21Z published: 2025-07-28T06:00:01Z canonical: "documentation.encodify.com/understanding-wizard-form" --- > ## 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. # Understanding Wizard Form ## Overview --- **Wizard Form** view presents the form as a sequence of logical, numbered steps. It guides the user through the required process, ensuring that each section is completed and reviewed before proceeding. This step-by-step approach helps increase data accuracy and ensures that no critical information is missed. ## Understanding Wizard Form --- After selecting **Add** or **View Item** from the actions menu, you will be taken to the form view configured for your role. ![Document interface showing campaign details and file upload options for approval process.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/MEW.png) An image highlighting the Wizard Form when adding a new item ![Document preview showing client information and campaign details for approval process.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/MEW2.png) An image highlighting the Wizard Form when viewing an item ![Document showing campaign details, including status, client info, and main contact.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/MEW3.png) An image highlighting the Wizard Form after clicking ‘Switch with Form’ button The table below provides a quick overview of Wizard Form View: | **Action** | **Visual Guide** | | --- | --- | | 1. The horizontal **steppers** displays progress through a sequence of logical and number steps defined by the view configuration. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 16.54.23.png) | | 1. The **Save** button will only be visible if enabled in the **Wizard Form** configuration. It allows users to save the content of the form without progressing to the next steps. If any r**equired fields are missing** or **validation errors** occur, a red badge will appear to indicate the issue, offering clear guidance on why the **Save** button may be inactive. This button’s visibility can be controlled via the **Enabled Buttons** settings within the Wizard Form. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 16.55.00.png) | | 1. The **Change Status** dropdown allows you to view and select from the available workflow transitions. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 17.04.51.png) | | 1. Launch [**Online Proofing**](/v1/docs/proofing) for the specific item | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 15.47.02.png) | | 1. In the **Wizard Form**, the **Next** button allows users to save the content of the form while moving on to the next steps. If any required fields are missing or validation errors are present, a red badge will appear, indicating the issue and providing clear guidance on why the **Next** button may be inactive. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 16.58.24.png) | | 1. This expandable and collapsible panel provides access to the following tabs that can be switched via sidebar with corresponding icons: 1. [**Previews**](/v1/docs/preview-files) – Displays a preview based on the pre-configured media converter, depending on its settings and the uploaded file type. 2. [**Files**](/v1/docs/item-files-panel) – A dedicated panel offering a consolidated overview of all configured file fields and converted renditions. 3. [**Comments**](/v1/docs/item-comments-panel)****– Presents a complete view of all comments and replies associated with the specific item, making it easy to follow discussions in context. 4. **Form -**panel that shows item form with configured fields, their content, separators.(former “Metadata” tab) | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/sidebar.png) | | 1. Allows you to switch between **Form** in item view and **Previews**in item side panel. Your chosen preference will be automatically applied the next time you access the view, ensuring a consistent and personalised experience. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Switch with Form.png) | | 1. Allows you to switch between **Previews** in item view and **Form**view in item side panel. Your chosen preference will be automatically applied the next time you access the view, ensuring a consistent and personalised experience. | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Switch with Previews(1).png) | | 1. Toggle between displaying the fields within **One Column View** or **Two Columns View** | ![](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/Screenshot 2025-04-22 at 17.08.00.png) | ## Displaying Inline Modules --- An **Inline Module** allows you to display related items from a child module directly within the current step. However, unlike [**Form with Tabs**](/v1/docs/form-with-tabs-1), it is not possible to display both parent and child modules simultaneously on the same step ![Table displaying various client services, copywriting, and production line items with details.](https://cdn.document360.io/3a63e0a8-1221-4570-aaa1-d43f9b95a612/Images/Documentation/MEW_Inline.png)