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Follow these steps to create a new Wizards record for a metadata wizard:

1. Open a new record from the Wizards service, which appears in the Aptify Framework Administration application by default.
2. Enter a Name for the wizard. This name will appear in the caption for the wizard screen if a Name Culture String is not specified.
3. If using localization, specify a Name Culture String for the wizard. See "Localization" in the Admin Guide Using Localization Administration.
4. Enter a Description for the wizard.
5. If using localization, specify a Description Culture String to localize the wizard's description text. See "Localization" in the Admin Guide Using Localization Administration.
6. Enter the Target Entity.
   • This is the entity on whose records the wizard will operate. For example, if you are designing a wizard that will create new Opportunities records,

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1. • the Target Entity is Opportunities.

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2. Save the Wizards record.
3. Configure the options on the User Experience tab. See "Defining the Wizard User Experience " in the Admin GuideTab.
4. Define the wizard's Scope to determine from where users can launch this wizard. See "Defining the Wizard 's Scope" in the Admin GuideScope Tab.
5. If applicable, specify information about the Help file created for this wizard. See "Linking the Wizard to a Help File" in the Admin Guide.
6. As of Aptify 5.5.1, you must specify the supported user interface platforms for this wizard. See Defining the Wizard UI Platforms Tab.
7. Define the steps for the wizard. See "Defining Wizard Pages" in the Admin Guide.
8. If applicable, specify any process flows that should fire when the wizard is completed or cancelled. See "Defining the Wizard's Post Process" in the Admin Guide.Info: See "Advanced Wizard Options" in Admin Guide Defining When Process Flows are Run for a Wizard.