Develop > Wizards > Step-by-Step Example of Building a Custom Wizard > Building the Create SLA wizard > Step 3: Prompt for customer information

Step 3: Prompt for customer information

The purpose of this step is to create the panel prompting the user to enter customer, service contract, and service hours.

Note You can use the record you just created, SLA Create 1, as a starting point, and revise the fields to reflect the information below. It is very important to remember to click the Add button after you start to make changes so that you do not overwrite the SLA Create 1 record.

Perform the following two tasks to design a wizard panel that gathers customer information.

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:

  1. Click Tailoring > Wizards. The Wizard information form opens.
  2. Select the Wizard Info tab.

  3. 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.

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

    FieldValue
    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

  5. 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.
  6. Select the Usage tab and complete the following fields to determine the action that Service Manager should take when the wizard is run.

  7. 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).

  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:

    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

  9. 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.

Task 2: Create a form to gather customer information

For this task, you will use Forms Designer to create controls that prompt the user to supply basic customer information. 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 SLA form to gather customer information,follow these steps:

  1. Start the Forms Designer.

  2. In the Form field, type sla.create.customer.

    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
    Label  
    Caption

    Type:

    Select the customer:

    Visible

    Select.
    Comfill  
    Combo Button Visible Select.
    Input customer
    Mandatory Select.
    Select Only Select.
    Third Button Visible Select.
    Value List

    Type:

    $lo.colist

    Visible Select.
    Label  
    Caption

    Type:

    Select the Service Contract, if available:

    Visible Select.
    Comfill  
    Combo Button Visible

    Select.
    Fill Button Visible Select.
    Input

    Type:

    service.contract

    Select Only Select.
    Third Button Visible Select.
    Value List Condition

    Type:

    select("contract.id","servicecontract","provider",[customer])

    Visible Select.
    Label  
    Caption

    Type:

    Select the Service Hours, if available:

    Visible Select.
    Comfill  
    Combo Button Visible Select.
    Fill Button Visible Select.
    Input

    Type:

    service.hours

    Select Only Select.
    Third Button Visible Select.
    Value List

    Type:

    $G.calendars

    Visible Select.
    Display List Condition select("name","servicecontract","provider",[customer])
  6. Click OK twice to save the new form and exit.

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