Develop > Wizards > Step-by-Step Example of Building a Custom Wizard > Building the Create SLA wizard > Step 5: Prompt for effective dates

Step 5: Prompt for effective dates

The purpose of this step is to create the next wizard step, prompting the user to enter the starting and ending dates the SLA.

Perform the following two tasks to design a wizard panel for the user to indicate the effective dates of the SLA:

Task 1: Create a wizard for SLA effective dates

For this task, you will create a wizard that prompts the user to enter valid start and end dates.

To create a wizard for valid start and end dates, 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 4, 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 panel will prompt the user to enter the beginning and ending dates of the SLA.

    Window Title

    Type:

    Create New SLA - Effective Dates

    Title

    Type:

    Create New SLA - Effective Dates

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

    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:

    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.validfromto

  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 going to be 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 5

    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 valid From and To dates wizard panel. Next, you will create the new wizard form in Forms Designer.

Task 2: Create a form for SLA effective dates

For this task, you will use Forms Designer to create the form controls that prompt the user to indicate the effective dates of 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 effective dates wizard, follow these steps:

  1. Start the Forms Designer.

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

    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:

    SLA will be in effect from:

    Visible

    Select.
    Comfill  
    Fill Button Visible

    Select.
    Input start
    Mandatory

    Select.
    Visible Select.
    Label  
    Caption

    Type:

    SLA will expire on:

    Visible Select.
    Comfill  
    Fill Button Visible

    Select.
    Input

    Type:

    expiration

    Mandatory Select.
    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.