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

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

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  1. Open a new Button Properties record to add a button to a dashboard's button bar.
  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.  
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  6. Click OK to save the button.

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