This topic describes the systematic instruction to Transaction Template option.

A streamlined three-step process designed for accuracy and ease of use, consisting of an initiation screen, a review screen, and a confirmation screen.

Initiation Screen

The starting point of the process, where users input or select initial information to begin the workflow.

Following are the properties of the initiation page:

• Title – Text Input
• Context Switcher – Boolean
• Show Subtitle – Boolean
• Action Slot – Boolean
  • Secondary Button Type – Default, Menu Button
  • Primary Button – Boolean
  • Secondary Button – Boolean
  • Tertiary Button – Boolean
• Footer Tabs – Boolean

How to create a transaction experience using the UX Plugin:

1. Step 1: Launch the Plugin

   Right-click anywhere on the Figma design board and navigate to: Plugins → UX Plugin

   Figure 6-3 Launch the Plugin

   
   

   
   Description of "Figure 6-3 Launch the Plugin"

   
   
2. Step 2: Generate a Boilerplate Form

   Use the Create New Design feature in the plugin to create a base form layout.

   Figure 6-4 Generate a Boilerplate Form

   
   

   
   Description of "Figure 6-4 Generate a Boilerplate Form"

   
   
3. Step 3: Specify Layout Details

   Input the number of sections and the Max Columns.

   Max Columns refers to the maximum number of columns displayed on the largest screen size (e.g., desktop layout).

   Figure 6-5 Specify Layout Details

   
   

   
   Description of "Figure 6-5 Specify Layout Details"

   
   
4. Step 4: Customize the Form

   The plugin will generate a boilerplate form with random input fields.

   Replace these fields with the ones needed for your use case.

   You can also make additional modifications such as:

   • Hiding the page header
   • Toggling header template actions
   • Adjusting layout as per design guidelines

   Figure 6-6 Customize the Form

   
   

   
   Description of "Figure 6-6 Customize the Form"

   
   

Next Step

Once the form is ready, proceed to convert it into a transaction template using the process outlined in the Convert to Template – Transaction section.