Because Process and Multi-Step forms both give you the visual sequencing and transitionary paths that allow users to know what is coming up next, we will be highlighting where to use Process as opposed to Multi-step Forms.
| Criteria | Use Process | Use Multistep (Wizard) |
|---|---|---|
Task Scope | Sequence of activities and tasks | Single task or data entry |
Participants | Involves multiple people or roles | Involves a single user |
Flow Logic | Can include branching logic and parallel tasks | Always linear |
Execution Time | Can be paused and resumed | Typically completed in one session |
Step Dependency | Steps depend on each other; one may unlock the next | Steps guide the user through a form progressively |
Integration | Can include Nova forms as steps | Standalone screen flow |
Use Case Examples | Contract approvals, onboarding, leave approvals, incident management, audits | BIAs, risk assessments, lead conversions, product orders |