Introduction
If users should be able to create a record via a series of steps, you must create a wizard form.
Prerequisites
The entity must already exist.
|
Quick Steps |
| 1 |
Click the Create New File icon, then select New Page |
| 2 |
Select the Page Type, then click Proceed |
| 3 |
Enter the Form Details, then click Finish |
Detailed Steps
Step 1. Click the Create New File icon, then select New Page.
This opens a dropdown list from which you can select an object to begin with.
Step 2. Select the Page Type, then click Proceed.
This is the object you are creating. This example creates a wizard form.
Step 3. Enter the Form Details, then click Finish.
Enter the form details. The important properties are:
- Entity: The form is based on the entity. The fields available to the wizard will be based on this entity's attributes.
- Form Name (ID): Programmatic ID of the wizard. It populates automatically, but you can modify it. It will always be prefixed with wfm and suffixed with Wizard.
- Form Title: Text the user sees as the form title. It displays in both Xelence and the application.
- Portal Name: Starting point or gateway to other resources.
- Module: Specifies the location for the form. You can either choose an existing folder or create a new one.
- Content Place Holder ID: This is an optional field and is used when you want to customize the content placeholder instead of using the default placeholder.
Then, click the Finish button to create the form. Xelence creates the wizard form and it is ready for configuration.
When you have completed the wizard and created your form, it should look something like this:
What are the improvements over S3 Version 6?
This process is identical.
Related Articles
Configure Wizard Steps
Configure a Button to Open a Wizard
This post is part of the Wizard Form topic. Click here to open the Wizard Form Overview.
#Xelence
#Forms