The Aptify Framework and Business Applications include a set of step-by-step wizards that assist users with a particular process (such as the Order Cancellation wizard to cancel an order). However, organizations can also develop their own wizards to facilitate a specific business process.
Code-based wizards in Aptify are written in Visual Studio and then added as an Entity Action to the appropriate entity. Users then launch the wizard to perform a function either by clicking an icon in a view toolbar or by clicking a button in a digital dashboard.
This topic contains the following sub-topics that describe the general process for writing a wizard for Aptify and how to add it to the system:
This topic describes how to write a code-based wizard to include within Aptify. Note that Aptify also supports metadata-based wizards that do not require an administrator or developer to write code. These wizards leverage Aptify's Form Template and Process Pipeline technology, and all of the functionality for the wizard is defined directly in a Wizards record in Aptify. See Administering Metadata Wizards for information on creating a metadata-based wizard.