Step 4: Prompt for SLA title and description

Task 1: Create a wizard for SLA description

For this task, you will create a wizard panel that prompts the user to enter a title and description for the new SLA.

To create a wizard panel for the SLA title and description, follow these steps:

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Click Tailoring > Wizards. The Wizard information form opens.

Select the Wizard Info tab.

In the Wizard Name field, type SLA Create 3, 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.

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 a title and description for the SLA.`
Window Title	Type: `Create New SLA - Description`
Title	Type: `Create New SLA - Description`

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.

Select the Usage tab and complete the following fields to determine the action that Service Manager should take when the wizard runs.

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.description`

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.description

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 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).

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).

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 4`
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`

Field

Value

Wizard Name

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

SLACreate 4

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

When you are finished, click Save.

You have created the new wizard panel. Next, you will create the new wizard form in Forms Designer.

Task 2: Create a form for SLA description

For this task, you will use Forms Designer to create controls that prompt the user to enter a title and description. 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 to display the SLA description wizard, follow these steps:

Start the Forms Designer.

In the Form field, type sla.create.description.

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.

Click New.

Click No for Forms wizard.

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: `Enter a title.`
Visible	Select.
Text
Input	Type: `title`
Visible	Select.
Label
Caption	Type: `Enter a detailed description.`
Visible	Select.
Text Area
Input	Type: `description`
Visible	Select.

Click OK twice to save the new form and exit.

You have created one of the forms needed for the SLA wizard.

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