Identify the Data Source for the Wizard

Most wizards fall into one of two categories: Data Entry or Batch Processing.

A Data Entry wizard performs a single record operation based on input provided by a user. These types of wizards are primarily created to assist a user with a particular task, such as canceling an order or checking out a vehicle. Both of the wizards included with the sample application are data entry wizards.

Since this types of wizard operates on a single record, it does not require a view to provide a data source and can be launched from any of the locations supported by an entity action, including from an entity browser (the display window that appears when a service is selected), a list view's toolbar, a prompt view's toolbar, a temporary view's toolbar, and a dashboard button. You can specify where a wizard icon can appear in the Entity Actions record (see Adding a Code-Based Wizard to Aptify for details).

A Batch Processing wizard performs an operation on a set of records of the same type (such as Persons records). Typically, this type of wizard is tied to an entity list view, and the wizard processes the records returned by that source view. For any wizard that requires an entity list view to provide its source, that wizard cannot be launched from an entity browser and a developer needs to specify a source view when linking the wizard to a dashboard button. See Supporting Prompt Views for information on how to configure your wizard so it can run from prompt views.