Wizard Views

Nintex Editor offers several options for viewing and editing the flow of a wizard:

Switch among these views using the View selector:

Normal view is the default view in which wizards are opened in the Wizard Editor. In this view:

  • Wizard steps appear as a linear string of thumbnails in the Navigation Pane

  • The selected step's image appears in the Display Pane

  • Functions and options for the selected step appear in the Flow Pane

Normal view options

Zooming & panning

The Zoom toolbar enables you to magnify or shrink the step view in the Display Pane:

You can also zoom in or out by pressing CTRL while rolling the mouse wheel up or down.

When the recorded window is larger than the Display Pane (and you choose not to shrink it by zooming out), you can move around the pane either by:

  • using the vertical/horizontal scrollbars; or

  • clicking and dragging the image in the Display Pane (i.e., panning)

Disabling/enabling spotlight display

By default, the Display Pane highlights the selected step’s detected objects (spotlight display).

To disable this spotlight feature:

  1. On the menu bar, click View

  2. Click Show spotlight

Detected objects are no longer highlighted in the Navigation Pane.

Diagram view displays the wizard flow in a diagram/flowchart structure. It shows where the wizard starts, ends, where fallbacks are applied, what kind of action takes the user to the next step, and more.

Diagram view displays the following for each step:

  • Thumbnail – including click position, indicator icons, step number, and step name

  • Connectors – leading to and from each step and the steps it is connected to

Each action and function in the wizard is represented by a shape or connector of specific colors:

Shape + Caption

Function

Wizard starting point

When wizard ends successfully

When wizard ends unsuccessfully

When step starts

When step ends successfully

+ fallback type

Fallback

+ button caption

Bubble button

Block

A legend of the shapes/connectors and their functions is also displayed in the Diagram view itself.

Diagram view options

Various view options are available within Diagram view:

  • Diagram Layout: determines the layout of steps; the default view is Hierarchical

  • Arrow Layout: Determines the layout of connectors; the default view is Direct

Change these options in the left-hand pane of Diagram view:

These options only affect the view of the diagram. They do not affect wizard flow or functionality.

Storyboard view displays the wizard as a sequence of thumbnails, but differs from Diagram view in that it does not display fallbacks and connectors. It allows you to focus on the sequence of individual steps and the action performed in each.

Advanced Commands view opens the Advanced Commands Editor. It displays the flow of each step, and enables you add and edit advanced commands for each step action.

Workflow view displays the overall flow of your wizard along with all the details – including the actions taken in each step, logical operations (such as Loop and If/Else), Fallbacks, etc.