Input controls are the primary components of any wizard. They are the questions and instructions that you provide to the end users of your wizard. For example, you might create an input control that requires users to select picklist options, such as Business Function or Agreement Start and End dates. Input controls are reusable, so you can use them in as many steps as you want to.
Please note that any modifications to the input from within a Wizard Design will not affect the properties of an input saved in the library.
To create a new Input from the Wizard Component Library
From the Wizard Component Library, click New Input Control. The Input Settings page is displayed.
Enter the following properties into the form:
Input Setting
Description
Control Name
Enter a name for your Input.
Question/Instruction
Enter a question or instruction which the end user will see in the runtime wizard.
Description
Enter a description for the input which describes its intended use (for example, "Use this Wizard to create MSA Agreements for Acme."
Keywords
Enter a list of keywords which can be used to search for this Input.
Category
Choose an option from a drop-down list of pre-defined Input Categories (define picklist values on the Wizard Input Control object).
Sub Category
Choose an option from a drop-down list of pre-defined Input Sub Categories (define picklist values on the Wizard Input Control object).
Runtime Help Text
Enter text to display when the user hovers over the help icon next to the question/instruction.
Runtime Input
Determine how the end user can interact with this Input at wizard runtime: Allow Comments and Attachments – Select this check box to enable the end user to add comments and/or attachments in addition to the input control value. Comments are entered into a text area field and are limited to 500 characters. There is no limit to the number of files a user can attach. Required – Select this check box if a value is required for the input. An end user will not be able to complete the current step without entering a value for this input. Read Only – Select this check box if you plan to have the input value set by Step Input rules in all cases. The end user will not be able to change the value of this input.
Field Class
The Field Class defines the type of response you expect for the input.
Wizard Input Field – Use this field class when you want the response to indirectly set other Wizard values. Wizard input fields values are only used to affect the value or state of other input controls using Step Input Rules. When you choose this field class, you must specify one of the following data types:
Checkbox
Date
Number
Picklist
Picklist Radio Button
Multi Picklist
Text
Text Area
If you choose to make the Wizard Input field a Picklist type, you must also enter valid values to be used as input responses.
Object Field – Use this field class when you want the response to directly set a field value on the Salesforce object which is created from the Wizard (e.g., the "Agreement Start Date" field on the Agreement object). Use the drop-down list under Input Control to choose the Object Name, then choose the Field Name based on the object chosen.
When you are finished creating your Input, click on the Preview tab to show how the input will appear at Wizard runtime.
Click Input Settings to return to the Input form.
Click Save to save your new Input or Cancel to discard changes and return to the Wizard Component Library.