Step 1: Define the start node of the wizard

This first task creates the first wizard panel the user sees when executing the Create New SLA wizard. You use the Wizard Tool to define this first wizard panel.

To create a wizard to prompt for SLA type, 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 1, 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? Select this checkbox to set to true, as this wizard is the first in a series of wizard panels.
    Brief Description

    Type:

    This wizard will create an SLA record and guide the user through creating associated SLTs.

    Window Title

    Type:

    Create New SLA

    Title

    Type:

    Create New SLA

  5. Select the File Selection tab and the Select $L.file by subtab to complete the following fields:

    Field Value
    Create a record Select this option to indicate that the wizard will create a record. You must enter or select the record type in the record "of type" field. This becomes $L.file.
    of type
    (for Create a record)
    Click Fill to select the type of record to be created, and select sla.
  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.type

  7. 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 2

    Condition

    The condition determines what happens next. In this case, you can enter 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

  8. When you are finished, click Save.

You have created the first wizard panel. However to improve the appearance and behavior of the panel you will use Forms Designer to create the subformat to display in this wizard panel.