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Background: I am working on a form in which the input fields change dynamically based on the previous selection. For example, in the screenshot below, if 'Type A' is selected, rest of the form fields following the 'Type' field will change. This form is presented in a right-side flyout panel as an overlay.

Users: Representatives actively talking to customers and interacting with the form while creating the record for them.

Scenario: If the Type is selected as 'Type B' and Vertical is selected as 'Vertical B' as in the screenshot, it is just a simple form and user can proceed to creating the record by clicking the CTA.

But when 'Type B' and 'Vertical A' are selected, the form becomes much more layered. It will have multiple steps where users will be asked for more data and at the end user will be presented with a few recommended option cards. User will select one of these recommended cards to proceed with creating the record.

Question: Is it a good UX practice to change the CTA button text from 'Create Record' (Type B + Vertical B) to 'Next' (Type B + Vertical A)? Or should I make the button hidden until all the fields in the decision tree are entered? Are there any other alternatives to make this experience smooth?

Screenshot of the wireframe

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Perhaps knowing that it's a form influences decision-making regarding how the buttons should act and be represented.

I'm analyzing this from a playful perspective.

  • Assuming the goal is to reach Create Record, I wouldn't change the name or position, but would only keep it active until the "player" (the user) completes all the required steps.

  • If there are steps not available on the current screen, I suppose adding a Next step might imply that a Previous step should exist.

  • Both Previous and Next are not objectives to be completed, but rather steps within the "game" to reach the real objective, which is Create Record.

  • If the current step doesn't allow the player to activate the final objective, Create Record, it should remain on the screen, although there's no way to obtain it: inactive or disabled.

  • If Previous and Next are just steps, not objectives, I would differentiate them from this one in a way that makes it clear that they are only secondary, accessory elements necessary to reach the end of the process.

That said, here are a couple of ideas:

One-Step Final Goal

One-Step Final Goal

More than One Step Final Goal

More than One Step Final Goal

More than Two Step Final Goal

More than Two Step Final Goal

Final Step

Final Step

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