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Task 1: Create a wizard to gather customer information
For this task, you will create the next wizard panel the users will see, prompting them to enter customer, service contract, and service hours.
To create a wizard to gather customer information, follow these steps:
- Click Tailoring > Wizards. The Wizard information form opens.
- Select the Wizard Info tab.
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In the Wizard Name field, type SLA Create 2, 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.
- In the Wizard Info tab, complete the following fields.
Field Value Start Node? Leave this option unchecked. Brief Description Type:
This wizard panel prompts for the customer name, service contract, and service hours.
Window Title Type:
Create New SLA - Customer Information
Title Type:
Create New SLA - Customer Information
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Select the File Selection tab and the Select $L.file by subtab to complete the following field:
Field Value $L.file passed in Select this option to indicate that the $L.file variable should be passed to the wizard from a previous wizard. - Select the Usage tab and complete the following fields to determine the action that HPE Service Manager should take when the wizard is run.
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Select the Actions tab and the Format Control/Process Name subtab to define the actions when a user clicks Next, Cancel, or Previous within the wizard. Complete the following field:
Field Value Perform Actions On Here you can specify which record(s) will be affected by the action that is being performed. This can either be the current file, the list selected (as a whole) or an action to be performed on every single record selected.
Select Current File ($L.file).
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Select the Next Wizard tab and complete the following fields:
Field Value Wizard Name This is the name of the next wizard in a series of wizards. Type:
SLACreate 3
Condition The condition determines what happens next. In this case, you entered the next wizard in sequence and an expression that evaluates to "true." Alternatively, you can specify different wizards, based on user actions or selections. Type:
true
- When you are finished, click Save.
You have created the customer information wizard panel. Next, you will create the new wizard form in Forms Designer.
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