mirror of
https://github.com/forcedotcom/afv-library.git
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153 lines
8.8 KiB
YAML
153 lines
8.8 KiB
YAML
name: Setup Assistant
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description: A guided setup component that helps users complete onboarding or configuration tasks. Displays a list of steps
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with progress indicators and expandable details for each step.
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category: Complex Components
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slds_classes:
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root: slds-setup-assistant
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elements:
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- class: slds-setup-assistant__item
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description: Individual setup item in the list
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purpose: Wraps each setup step
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- class: slds-setup-assistant__step-summary
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description: Summary portion of setup step
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purpose: Displays step title and status
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- class: slds-setup-assistant__step-summary-content
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description: Content area of step summary
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purpose: Contains step text and description
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modifiers: []
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states: []
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variants:
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- name: Base
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description: Standard setup assistant with steps
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classes:
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- slds-setup-assistant
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usage_context: Default guided setup implementation
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differences: List of setup steps with expand/collapse
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lightning_component:
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name: ''
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url: https://developer.salesforce.com/docs/component-library/overview/components
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mapping_notes: No direct Lightning Base Component - typically built with custom components and lightning-accordion
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accessibility:
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keyboard_support:
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- Tab to navigate between steps
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- Enter or Space to expand/collapse steps
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- Arrow keys to move through steps
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screen_reader:
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- List structure announced
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- Step count announced
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- Completion status announced
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- Expanded/collapsed state announced
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aria_attributes:
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- role='list' on assistant container
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- role='listitem' on steps
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- aria-expanded on expandable steps
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- aria-label describing setup purpose
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- Progress indicators accessible
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usage_guidelines:
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when_to_use:
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- For onboarding new users
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- For setup and configuration wizards
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- When guiding through multi-step processes
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- For progressive disclosure of setup tasks
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when_not_to_use:
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- For simple single-step processes
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- When steps don't have logical sequence
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- For navigation (use tabs or menu)
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- When all information should be visible at once
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best_practices:
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- Show progress clearly (steps completed/total)
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- Allow non-linear completion when possible
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- Mark completed steps visually
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- Provide clear next action for each step
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- Keep step descriptions concise
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- Allow users to skip optional steps
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common_mistakes:
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- Forcing linear progression when unnecessary
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- Unclear completion status
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- Too many steps overwhelming users
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- Missing progress indication
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- No way to skip optional steps
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code_examples:
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- title: Basic Setup Assistant
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code: "<div class=\"slds-setup-assistant\" role=\"list\" aria-label=\"Setup steps\">\n <ul class=\"\">\n <li\
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\ class=\"slds-setup-assistant__item\" role=\"listitem\">\n <article class=\"\">\n <div class=\"slds-setup-assistant__step-summary\"\
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\ role=\"button\" aria-expanded=\"false\" aria-controls=\"step-1-details\">\n <div class=\"slds-media\">\n\
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\ <div class=\"slds-media__figure\">\n <span class=\"slds-icon_container slds-icon-utility-success\"\
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\ title=\"Complete\">\n <svg class=\"slds-icon slds-icon_small slds-icon-text-success\" aria-hidden=\"\
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true\">\n <use xlink:href=\"/assets/icons/utility-sprite/svg/symbols.svg#success\"></use>\n \
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\ </svg>\n <span class=\"slds-assistive-text\">Complete</span>\n </span>\n\
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\ </div>\n <div class=\"slds-media__body\">\n <div class=\"slds-setup-assistant__step-summary-content\"\
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>\n <h3 class=\"slds-setup-assistant__step-summary-title slds-text-heading_small\">\n \
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\ Verify Your Email\n </h3>\n <p>Check your inbox and click the verification\
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\ link.</p>\n </div>\n </div>\n </div>\n </div>\n <div\
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\ class=\"slds-setup-assistant__step-detail slds-hide\" id=\"step-1-details\">\n <div class=\"slds-text-longform\"\
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>\n <p>You've successfully verified your email address!</p>\n </div>\n </div>\n\
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\ </article>\n </li>\n <li class=\"slds-setup-assistant__item\" role=\"listitem\">\n <article\
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\ class=\"\">\n <div class=\"slds-setup-assistant__step-summary\" role=\"button\" aria-expanded=\"true\" aria-controls=\"\
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step-2-details\">\n <div class=\"slds-media\">\n <div class=\"slds-media__figure\">\n \
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\ <span class=\"slds-icon_container slds-icon-utility-info\" title=\"In Progress\">\n \
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\ <svg class=\"slds-icon slds-icon_small slds-icon-text-default\" aria-hidden=\"true\">\n <use xlink:href=\"\
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/assets/icons/utility-sprite/svg/symbols.svg#info\"></use>\n </svg>\n <span class=\"\
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slds-assistive-text\">In Progress</span>\n </span>\n </div>\n <div class=\"\
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slds-media__body\">\n <div class=\"slds-setup-assistant__step-summary-content\">\n \
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\ <h3 class=\"slds-setup-assistant__step-summary-title slds-text-heading_small\">\n Complete Your\
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\ Profile\n </h3>\n <p>Add your name, photo, and contact information.</p>\n \
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\ </div>\n </div>\n </div>\n </div>\n <div class=\"slds-setup-assistant__step-detail\"\
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\ id=\"step-2-details\">\n <div class=\"slds-text-longform\">\n <p>Complete your profile to\
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\ personalize your experience.</p>\n <button class=\"slds-button slds-button_brand slds-m-top_medium\"\
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>\n Edit Profile\n </button>\n </div>\n </div>\n </article>\n\
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\ </li>\n <li class=\"slds-setup-assistant__item\" role=\"listitem\">\n <article class=\"\">\n\
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\ <div class=\"slds-setup-assistant__step-summary\" role=\"button\" aria-expanded=\"false\" aria-controls=\"\
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step-3-details\">\n <div class=\"slds-media\">\n <div class=\"slds-media__figure\">\n \
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\ <span class=\"slds-icon_container\" title=\"Not Started\">\n <svg class=\"slds-icon\
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\ slds-icon_small slds-icon-text-default\" aria-hidden=\"true\">\n <use xlink:href=\"/assets/icons/utility-sprite/svg/symbols.svg#check\"\
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></use>\n </svg>\n <span class=\"slds-assistive-text\">Not Started</span>\n \
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\ </span>\n </div>\n <div class=\"slds-media__body\">\n <div\
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\ class=\"slds-setup-assistant__step-summary-content\">\n <h3 class=\"slds-setup-assistant__step-summary-title\
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\ slds-text-heading_small\">\n Connect Your Accounts\n </h3>\n \
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\ <p>Link your social media and other accounts.</p>\n </div>\n </div>\n \
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\ </div>\n </div>\n <div class=\"slds-setup-assistant__step-detail slds-hide\" id=\"step-3-details\"\
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>\n <div class=\"slds-text-longform\">\n <p>Connect your accounts to import contacts and share\
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\ content.</p>\n <button class=\"slds-button slds-button_neutral slds-m-top_medium\">\n \
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\ Connect Accounts\n </button>\n </div>\n </div>\n </article>\n \
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\ </li>\n </ul>\n </div>\n"
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styling_hooks: []
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dependencies:
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css_files:
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- setup-assistant.css
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- media-object.css
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- icon.css
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javascript:
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- Step expand/collapse
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- Progress tracking
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- Step completion management
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icons:
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- utility:success
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- utility:info
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- utility:check
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other_components:
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- media-object
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- icon
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- button
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related_components:
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- name: Accordion
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relationship: similar
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description: Similar expand/collapse pattern
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- name: Progress Indicator
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relationship: complementary
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description: Alternative progress display
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- name: Path
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relationship: similar
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description: Alternative guided process pattern
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references:
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official_docs: https://v1.lightningdesignsystem.com/components/setup-assistant/
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metadata:
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version: 1.0.0
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last_updated: '2025-11-12'
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author: SLDS Documentation Team
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slds_version: 2.27.2
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review_status: complete
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source: official-slds
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notes: Created from official SLDS documentation and design-system-internal source code Cleaned invalid classes and CSS variables
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on 2025-11-12 using slds-plus.css as source of truth.
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