Task 1: Create a wizard for the completed SLA

For this task, you will create a wizard panel that displays the SLA record number and title of the newly-created SLA record to the user.

To create a wizard for the completed SLA, follow these steps:

  1. Click Tailoring > Wizards. The Wizard information form opens.
  2. Select the Wizard Info tab.
  3. In the Wizard Name field, type SLA Create 8, and then click Add.

    Caution If you use an existing SLA record to create a new SLA wizard panel, click Add rather than Save. If you click Save, you will replace the existing record with the new record you are attempting to add.

  4. In the Wizard Info tab, complete the following fields.

    Field Value
    Start Node? Leave this option unchecked.
    Brief Description

    Type:

    This wizard is the final panel the user sees, telling them the record number and name of the new SLA created.

    Window Title

    Type:

    Create new SLA - Done

    Title

    Type:

    Create new SLA - Done

  5. Select the File Selection tab to complete the following fields:

    Field Value
    Initial Expressions subtab

    Type:

    Select $L.file by subtab

     

    Select records "of type" Select this option and click Fill to select sla as the record type.
    using query

    Type:

    "agreement.id="+$L.new.sla

    Note Be sure to include the double quotes (") at each end of "agreement.id" as these quotes are part of the query.

  6. Select the Usage tab and complete the following fields to determine the action that Service Manager should take when the wizard is run:

    Field Value
    Request user input Select this field to prompt the user for information.
    Sub Format to Display

    Enter a subformat name of the format to display. Type:

    sla.create.finished

    Activate "Finish" option? Since this is the final wizard in a series of wizard panels, select this option to make a "Finish" button appear on this wizard panel.
    Turn off Next and Previous buttons ? Select this checkbox.
  7. Select the Actions tab to define the actions when a user clicks Next, Cancel, or Previous within the wizard. Complete the following field:

    Field Value
    Perform Actions On

    Here you can specify which record(s) will be affected by the action that you are going to perform. This can either be the current file, the list selected (as a whole), or an action to be performed on every single record selected.

    Select Current File ($L.file).

    Display Record(s) when complete? Select this option (to set to true) to display the record to the user when the wizard completes.
  8. When you are finished, click Save.

You have created the last wizard panel that displays the SLA record number and title of the newly-created SLA record. Next, you will create format for this wizard step in Forms Designer.