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:

• Global
• Application
• Entity

Linking a Global Wizard to a Dashboard Button

When you select this option, the wizard can be linked to a dashboard button for any dashboard in Aptify. Note that the wizard does not show up in a list view toolbar when this option is selected.

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1. Open a new Button Properties record to add a button to a dashboard's button bar.
   • See Configuring the Button Bar Component and Editing the Dashboard Button Bar for information on how to create a button bar and add buttons to a dashboard.
      
2. From the General tab on the Button Properties form, select Generic Data Wizard from the Action Type drop-down field.
3. Select the Action Properties tab. 
4. Enter the Target Entity for the wizard in the field provided. (Each wizard is linked to a Target Entity, as specified in the Wizards record's top area.)
5. Select an available wizard from the drop-down list based on the Target Entity you selected.
   • Note that only wizards with a scope of Global or Application are available for selection. Application-scoped wizards are only available if you are working with a dashboard linked to the wizard's specified application.  
     
     
6. Click OK to save the button.

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