Develop > Wizards > Step-by-Step Example of Building a Custom Wizard > Building the Create SLA wizard > Step 6: Ask about agreement documents

Step 6: Ask about agreement documents

The purpose of this step is to create a wizard panel that asks the user whether they want to copy text from an agreement document.

Perform the following two tasks to design a wizard panel asks users about agreements and other documents related to the SLA.

Task 1: Create a wizard to ask about agreements

The purpose of this task is to create a wizard panel that asks users if they want to copy text from agreement documents to this SLA.

To create the panel, 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 5, 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 will ask the user whether they want to copy text from Agreement documents or attach other documents to the SLA.

    Window Title

    Type:

    Create New SLA - Copy Agreements?

    Title

    Type:

    Create New SLA - Copy Agreements?

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

    Field/Subtab Value
    Initial Expressions subtab

    Type:

    $L.agreement.docs=false

    Select $L.file by subtab Select the $L.file passed in option to indicate that the $L.file variable should be passed to the wizard from a previous wizard.

  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.ask.agreements

  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).

  8. 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:

    SLA Create 6a

    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 wizazrds, based on user actions or selections. Type:

    $L.agreement.docs=true

    Wizard Name

     This is the name of the next wizard in a series of wizards. Type:

    SLA Create 7

    Condition

     Type:

    true

  9. When you are finished, click Save.

This completes the wizard panel that asks users about attachments. The next step creates the corresponding new wizard form in Forms Designer.

Task 2: Create a form to ask about agreement

For this task, you will use Forms Designer to create the form controls that ask users to whether they want top copy text from agreements to the SLA. These form controls, together with the window title, prompt, buttons, and other choices you made in the wizard record, will be displayed to the end user as the screen shown below.

To create a new form for the SLA wizard that asks about agreements, follow these steps:

  1. Start the Forms Designer.

  2. In the Form field, type sla.create.ask.agreements.

    Best Practice: Because the form name must match the subformat display entry exactly, you can copy the subformat display entry in the Usage tab and paste it into the Form field. This will help you to avoid spelling errors.

  3. Click New.
  4. Click No for Forms wizard.

  5. Create the following for this form. When you start to design the new form, make sure the X and Y coordinates are at 0 (zero).

    Property Value
    Group  
    Caption

    Type:

    Do you want to copy text from Agreement documents into this SLA?

    Visible

    Select.
    Radio Button  
    Caption

    Type:

    Yes

    Input

    Type:

    $L.agreement.docs

    Value

    Type:

    true

    Visible Select.
    Radio Button

     
    Caption

    Type:

    No

    Input

    Type: $L.agreement.docs
    Value

    Type:

    false

    Visible Select.
  6. Click OK twice to save the new form and exit.

You have finished creating one of the forms needed for the SLA wizard.