Step 8: Save new SLA and prompt for SLTs

At this point, all of the information needed for the new SLA has been collected. The next task is create a process in Document Engine to save the new SLA to the database.

Additionally this task asks the user if they want to add SLTs to the SLA.

Perform the following three tasks to complete this step.

Task 1: Create a process to save the new SLA

For this task, you will create a process to save the new SLA record that you just created.

To create a process to save the new SLA record, follow these steps:

1. Click Tailoring > Document Engine > Processes. The Process Definition form opens.
2. In the Process Name field, type sla.save.from.wizard.

3. In the RAD tab, type the following expressions in the first two rows of the Expressions evaluated before RAD call section:

   $L.action="add"

4. In the RAD Application section of the RAD tab, type se.view.engine as the RAD application to be called, and then type true as the condition to execute it. Then enter the following parameter names and values:

   Parameter Name	Parameter Value
   file	Type: $L.file
   description	$L.action

5. In the Post RAD Expressions section of the RAD tab, type $L.new.sla=agreement.id in $L.file.
6. Click Add.
7. When you are finished, click OK.

You have created the process to save the new SLA record to the database.

Task 2: Create a wizard to check SLT requirements

For this task, you will create a wizard to call the save process, and then create a subformat that asks users whether they want to add SLTs and check the SLT requirements.

To create a wizard to call the save process and check SLT requirements, 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 7, 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 ask the user if they want to create Availability or Response SLTs.
   Window Title	Type: Create New SLA - Check SLT Requirements
   Title	Type: Create New SLA - Check SLT Requirements

5. Select the File Selection tab to complete the following fields:

   Field/Subtab	Value
   Initial Expressions subtab	Type: $L.create.response.slo=false $L.create.avail.slo=false
   Select $L.file by subtab	Select the $L.file passed in 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.ask.slos

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).
   Format Control/Process Name subtab	Define the actions when a user clicks Next, Cancel, or Previous within the wizard. Complete the following field:
   Process Name	To specify that this wizard can run a process after completing, type: sla.save.from.wizard
   Wizard Variables	$L.create.response.slo $L.crate.avail.slo $L.new.sla

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 Response 1
   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 wizazrds, based on user actions or selections. Type: $L.create.response.slo=true
   Wizard Name	This is the name of the next wizard in a series of wizards. Type: SLA Create Availability 1
   Condition	Type: $L.create.avail.slo=true
   Wizard Name	Type: SLA Create 8
   Condition	Type: true

9. When you are finished, click Save.

You have created the wizard panel that calls the save process and checks SLT requirements. Next, you will create the new wizard form in Forms Designer.

Task 3: Create a form to check SLT requirements

For this task, you will use Forms Designer to create form controls that ask users if they want to create Service Level Targets related to the SLA.

To create a new form for the wizard that calls the save process and checks SLT requirements:

1. Start the Forms Designer.

2. In the Form field, type sla.create.ask.slos.

   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
   Group
   Caption	Type: Do you want to create Service Level Targets based on Help Desk response times?
   Visible	Select.
   Radio Button
   Caption	Type: Yes
   Input	Type: $L.create.response.slo
   Value	Type: true
   Visible	Select.
   Radio Button
   Caption	Type: No
   Input	Type: $L.create.response.slo
   Value	Type: false
   Visible	Select.
   Group
   Caption	Type: Do you want to create Service Level Targets based on service availability?
   Visible	Select.
   Radio Button
   Caption	Type: Yes
   Input	Type: $L.create.avail.slo
   Value	Type: true
   Visible	Select.
   Radio Button
   Caption	Type: No
   Input	Type: $L.create.avail.slo
   Value	Type: false
   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.