Step 13: Display new SLA number and title

In this final wizard step, the panel will display the record number and title of the newly created SLA, and have the record details displayed when the user clicks the Finish button.

Complete the following tasks to perform this step.

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.

Task 2: Create a form for the completed SLA

For this task, you will use Forms Designer to create form controls display the record number and title of the new SLA record created. 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 wizard screen shown below.

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

  1. Start the Forms Designer.
  2. In the Form field, type sla.create.finished.

    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 helps 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
    Label  
    Caption

    Type:

    SLA record

    Visible

    Select.

    Text  
    Input

    Type:

    agreement.id

    Visible Select.
    Text

     

    Input

    Type:

    title

    Visible

    Select.

    Label  
    Caption

    Type:

    has been successfully created. Click Finish to view the record.

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

You have finished creating the final wizard screen that is displayed for the SLA wizard.