Develop > Wizards > Step-by-Step Example of Building a Custom Wizard > Building the Create SLA wizard > Step 7: Prompt to add agreements

Step 7: Prompt to add agreements

The purpose of this step is to create the wizard panel that prompts the user to add agreements related to the SLA if they answered Yes on the previous panel. The user does this by copying and pasting text into the entry field.

Perform the following two tasks to design a wizard panel to prompt the user to add agreements.

Task 1: Create a wizard to add agreements

For this task, you will create a wizard panel that prompts users to copy and paste text from agreements related to the SLA, if they answered Yes in the previous panel.

To create a wizard panel that prompts users to attach agreement documents, 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 6a, 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 prompt the user to copy and paste text from Agreement documents.

    Window Title

    Type:

    Create New SLA - Agreement Documents

    Title

    Type:

    Create New SLA - Agreement Documents

  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:

    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.add.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 7

    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 wizard panel that prompts users to attach agreement documents. Next, you will create the new wizard form in Forms Designer.

Task 2: Create a form to add agreements

For this task, you will use Forms Designer to create the form controls that prompt the user to copy and paste text from agreement documents related 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 to display the wizard that prompts users to add agreement document text, follow these steps:

  1. Start the Forms Designer.

  2. In the Form field, type sla.create.add.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
    Label  
    Caption

    Type:

    Copy and paste text from Agreement documents related to this SLA:

    Visible

    Select.
    Text Area  
    Input

    Type:

    agreements

    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.