Modal Windows – Step divided by wizard and big step in a B2B application

We are in the process of re-developing a B2B application to make it more user-friendly while keeping it robust.

One of the features has a popup wizard with 3 steps.

In step 2, you will need a check / select element grid to go to step 3.

The problem is that for the grid to appear, a user must search for certain CSV criteria (we have 4 criteria that users can search for). When the criteria are met and applied, the step clears / loads (see below steps 1.2 and 2.2) and the results grid with these criteria appears.

It's here that opinions are shared:

  • have a "step-by-step" approach (see the attached 1.x screens): have a screen of 4 input fields + application criterion button;

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  • OR have a complete staged approach (see 2.x Screens Attached): put everything on one screen and use a collapser for the criteria.

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Here are our thoughts:

  • split step provides a cleaner user interface and less waste of real estate when our users consult the grid and can always go back and apply different criteria again. (If they want to change the criteria, click again – will users panic about anything?)

  • the full step provides users with all-in-one screen and criteria can be reduced (at the beginning or after? but then the user will not panic with & # 39; Where did my criteria panel go? We are not sure)

  • the grid can be huge … and put everything in one step … can be to explode a browser or cause a lot of scrolling – as serious as going back and forth.

  • Both approaches are equally delusional with "clicks" (one has big scrolling or scrolling motions, the other goes back but does not see the grid), but B2B applications are not the most beautiful of what we saw.

  • Both approaches will have the question of "application criteria" and will reload the entire network.

PS: Some of you may notice that our pagination is crazy. That's because it is. I hear you.

Thanks for any help guys 🙂