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Extending Dynamics AX 2009 (part 1)

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3/25/2013 6:38:03 PM

The wizard framework supplies the programming infrastructure to create wizards with a consistent look and feel. When developing wizards, you should follow some simple guidelines to ensure that all the wizards you create have the same general style and are as helpful as possible to the user. For example, all wizards should clearly state their purpose on the first page and present a very limited set of choices and controls on every subsequent page. Figure 1 shows a sample first page.

Figure 1. Sample first page, stating a clear purpose

You should provide enough instructions to users to make the concepts the wizard implements easy to understand. Consider using graphics as well as text, as shown in Figure 2, to explain complex concepts.

Figure 2. Wizard page that provides clear, complete instructions and visual guidance

The user should be able to finish the entire task within the wizard itself. Don’t confuse users by redirecting them to other forms to complete the wizard. Include default values or settings (as shown in Figure 3) wherever possible. If you can, enable the Finish button as soon as the wizard has collected enough information to skip the rest of the wizard pages. Try to minimize the number of decisions the user must make.

Figure 3. Wizard page showing default values for Auto Create Label, Label File ID, and Enumerated Value of user-defined dimension


Make sure the wizard clearly states the actions it will take and how the user should proceed when the wizard has been completed. You can present this information on the last page of the wizard as fixed text with a summary of the selected values and settings, as shown in Figure 4.

Figure 4. Final wizard page that explains what will happen when user clicks Finish

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