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User Guide: Wizard Configurator

Article published on the 28th of April 2020.

1. Introduction

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. Several new standard wizards have been added due to additions and changes to the security system of WorkPoint.

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 of a wizard shown graphically is shown in the image below:

Wizards are shown as a small window which takes the user through each step.

A case where a wizard could be useful could be if a user wants to create a newentity which largely resembles an already existing one. The user can set up a wizard that has the necessary steps to copy an entity, and then the user can edit the copy to his/her specific needs. That Wizard then takes the user through all necessary steps for copying an entity, and the wizard can be used on any entity, whenever needed.

Certain wizards can be opened from WorkPoint Express. These are;

  • Change Stage Wizard
  • Copy Entity Wizard
  • Edit Entity Wizard
  • Create Document Wizard
  • Create Document (Advanced) Wizard
  • Relations Wizard

2. End User Guide

As previously mentioned, wizards can be run from the MyTools panel via a button, or it can be run from the command bar of a library, or both.

If set up to be enabled for the command bar, a button will appear in the bar as exemplified with the Copy Entity-wizard in the image below:

If set up via a button in the MyTools panel, the wizard can be opened clicking that button from the MyTools panel on the entity, as exemplified in the image below:

Regardless of where the wizard is opened from, the result is the wizard window, which takes the user through a series of steps, as shown in the image below:

  1. The current step has its name in bold text, and a gray bar behind it.
  2. The user makes relevant choices of the wizard step.
  3. The next step can be navigated to by clicking the Select and continue-button.
  4. The wizard will move on to step 2 after (3) is performed.

In this case, the next step allows the user to input more data:

  1. Data is put in to customize the copied entity.
  2. The Wizard executes the copy entity function when the user clicks “Save”.

After execution a new company appears with the data specified:

3. Notes

3.1. Feature support White List

WorkPoint Wizards support the use of various types of values and formulas. There may, however, also be certain aspects which are not yet supported.

The purpose of this white list is to provide information about which aspects of the Wizards are supported by WorkPoint - "supported" meaning that these a tested and verified to work.

  • supports opening wizards from button in the command bar of libraries
  • supports opening wizards from button in the MyTools panel
  • supports the following wizard flows and:
    • Pick a candidate
    • Change stage
    • Copy documents
    • Copy entity
    • Edit entity
    • Find / Create entity
  • Supports a range of parameters, depending on present wizard flows:
    • Pick a candidate
      • Email Businessmodule
    • Change stage
      • None
    • Copy documents
      • Target entity document library
      • Copy operation
      • Enable copy output
      • Enable PDF output
      • PDF formats
      • Enable ZIP output
      • Enable PowerApp and Flow output
      • PowerApp or Flow
      • Overwrite existing files
      • Content index
      • Page numbers
      • Context index source info
    • Copy entity
      • None
    • Edit entity
      • None
    • Find / Create entity
      • Target business module
      • Target entity id
      • Target entity filter field
      • Target entity filter value
      • Email subject field
      • Email body field
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