Follow these steps to create a new Wizards record for a metadata wizard:
- Open a new record from the Wizards service, which appears in the Aptify Framework Administration application by default.
- 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.
- If using localization, specify a Name Culture String for the wizard. See "Localization" in the Admin Guide.
- Enter a Description for the wizard.
- If using localization, specify a Description Culture String to localize the wizard's description text. See "Localization" in the Admin Guide.
- 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, the Target Entity is Opportunities.
- 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, the Target Entity is Opportunities.
- Save the Wizards record.
- Configure the options on the User Experience tab. See Defining the Wizard User Experience Tab.
- Define the wizard's Scope to determine from where users can launch this wizard. See Defining the Wizard Scope Tab.
- If applicable, specify information about the Help file created for this wizard. See Linking the Wizard to a Help File.
- Define the steps for the wizard. See Defining Wizard Pages.
- If applicable, specify any process flows that should fire when the wizard is completed or cancelled. See Defining the Post Process for a Wizard.
See About the Advanced Wizard Options for information on advanced options to modify a wizard's default behavior and/or appearance.