Complete the fields on the Wizard record's Scope tab to how users can access a wizard. This tab contains the options described below.

Scope

Select one of the following options from the scope of the wizard:

...

When a user clicks the button linked to the wizard, Aptify launches the wizard automatically.

Application

The wizard should only be available from a button on a dashboard linked to the specified application.

When you select this option, the wizard can be linked to a dashboard button for any dashboard in Aptify that is associated with the application you specify in the Application field. Note that the wizard does not show up in a list view toolbar when this option is selected. See the discussion on the Global scope above for information on how to link a wizard to a dashboard button.

Entity

The wizard is available from the specified entity's view toolbar. When you select this option, specify the appropriate entity in the Entity field. Typically, this entity is the same as the wizard's Target Entity but it can be different if applicable.
Note that wizards that are based on a user's view selection must be entity-scoped (for example, if you selected the Allow Modify Records option on the User Experience tab but did not select Show First Step to Select Record).

Run From Options

Select or clear the Run From check boxes as necessary.

...