Creating Steps

Steps are used to designate the actions that occur when end-users use the Wizard. Steps use common elements, like actions and rules, to define the flow of your Wizard. Each step represents a screen in the wizard runtime.

When you create a new step in the Wizard Component Library and save it, it becomes available for use in Wizard Designs which match the Context Type and Object specified when you define it (if any). Please note that any modifications to the step from within a Wizard Design will not affect the properties of a step saved in the library.

To create a new Step from the Wizard Component Library

From the Wizard Component Library, click on New Step.
The Step Settings form is displayed.

Enter the following properties into the form:

Step Setting	Description
Step Name	Enter a name for your Step. This name can be internal but is used in the runtime banner when the user is interacting with the Wizard if Banner Statement (below) is not defined. Note: You cannot add any inputs to your step until you choose a Step Name.
Banner Statement	Enter a Banner Statement to display at Wizard runtime when the user is interacting with the Wizard. If left blank, the Step Name will be used instead.
Description	Enter a description for your step which describes its intended use (for example, "Define business details in this step.")
Keywords	Enter a list of keywords which can be used to search for this step.
Category	Choose an option from a drop-down list of pre-defined Step Categories (define picklist values on the Wizard Step object).
Sub Category	Choose an option from a drop-down list of pre-defined Step Sub Categories (define picklist values on the Wizard Step object).
Runtime Help Text	Enter text to display when the user clicks the help icon at the top of the Step page.
Context Type	Define whether your Step will apply to All objects or a specific Object.
Context Object	Choose the specific context Object for your Step. This option is only available if you specified "Object" for Context Type. (e.g., "Agreement")
Input Group Option	Select an option from the drop-down list to choose how Inputs will be displayed in the Step (as groups): None – Select this option to display all Inputs for the step in the sequence listed in the Inputs pane. Repeatable – Select this option to allow the end user to add multiple records for selected Inputs in list format. User can click the Add Item button to add additional values for the same group of Inputs (e.g., multiple Addresses). Table Layout – Select this option to allow the end user to add multiple records for selected inputs in tabular format. User can click the Add Item button to add additional values for the same group of Inputs (e.g. Agreement Line Item Products, Quantity, List Price, etc.)

Drag-and-drop an Input from the Inputs Library to the Inputs pane. If you do not see your Input listed, use the type-ahead feature in the Search box to locate the Input you want to use.

You cannot add inputs to a step unless the Step Name has been entered.
You can take the following actions on Inputs you have added:
Add more inputs from the Inputs Library in the sequence you want them to appear in the step.
- Hover over an Input in the list and click Edit to edit the input settings for this step only.
- Hover over an Input in the list and click Delete to remove an Input from the step.
- Click and drag Inputs in the Inputs pane to reorder them.
If you do not find the correct input in the library and need to create a new one to use in your step, see Creating Inputs from the Wizard Designer.
To create rules which govern inputs for the current step, click on Input Rules (see Configuring Step Input Rules from the Wizard Designer).
Click Save to save your changes or click Cancel to discard changes and return to the Wizard Design form. The new step is now available from the Wizard Component Library.