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Wizard Configurator

The Wizard Configurator is a tool where you can build and configure wizards to manage processes in the WorkPoint 365 solution. Each wizard can be started with a default set of parameters. Dependent on the wizard configuration, the wizard can be launched from either MyTools, WorkPoint Express or from the Modern UI command bar.

The wizard configurator is available in WorkPoint 365 from version 3.1.0.0.

Concept and Terminology

A Wizard consists of a chain of Wizard Flows. The chain can have one or more Wizard Flows. A Wizard Flow can have one or more Wizard Steps. For each flow there is a predefined set of parameters which the flow supports. In the Wizard Configuration you can provide default values for each of these parameters.

An example could be a wizard named “Copy Documents to Project”. The purpose of the wizard is to select some of documents from a document library on a company site and copy the documents to an underlying project document library, converting them to .pdf files in the process.. This wizard consists of two Wizard Flows, “Find / Create entity” and “Copy documents”. The first flow has two steps - "Find Entity" and "Edit / Create Entity" - and the second flow has only step - "Copy Documents" - so this configuration will launch a wizard with a total of 3 steps.

An example where a wizard is useful is in Document Exchange Management, check the concept out here.

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