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Introduction

Users cannot accomplish anything with the wizard until you have configured the steps with fields and buttons.

This example configures three wizard steps to enable the user to enter customer, address, and order information.

Prerequisites

• The wizard that is to be configured must already exist.
• The active form must already exist.

Detailed Steps

Step 1. Create three wizard steps.

The wizard will have as many steps as you create.

To add a new step, place your cursor in the step where you want to insert a new step and select Add Wizard Step from the arrow menu.

One default new step is already available when you create the new wizard form.

Step 2. Select the first step.

Step 3. Open the entity attributes.

You can add controls from here.

Step 4. Add the controls.

Step 5. If desired, edit the controls.

This example does not edit the controls.

Step 6. If desired, move the controls.

Organize the controls in a logical layout so it's easy for users to use the form. If any rows remain after moving controls, delete them so it's easier for you to work with the form (users don't see empty rows, so this is just a developer preference).

Step 7. Give the first step a descriptive title.

You're setting a title to the first step, just like a panel. On the first step, you'll only have a Next button (unless it's a wizard with one step).

By default, this step always displays the Next button.

Step 8. Select the second step.

Step 9. Add the controls.

Step 10. If desired, edit the controls.

Step 11. If desired, move the controls.

Step 12. Configure the Action Group properties for the second step.

The properties to update are:

• Previous Action: If set to True, the step displays the Previous button.
• Next Action: If set to True, the step displays the Next button.

The order in which the properties are set decides the placement of buttons in the step.

Step 13. Configure the Next button.

The property to update is:

• Save: If set to True, it will save the data the user enters here into the database.

Step 14. Give the second step a descriptive title.

Enter the title for the second step.

Step 15. Select the third step.

Step 16. In the entity attributes, open objOrder.

This is the property from which you can add controls for the customer's order. You must use the specific property because you only want to display the fields of the primary order, not all members of the collection.

Make sure a One To One relationship exists between those entities.

Step 17. Add the controls.

Step 18. If desired, edit the controls.

Step 19. If desired, move the controls.

Step 20. Configure the Action Group properties for the third step.

The properties to update are:

• Previous Action: If set to True, the step displays the Previous button.
• Finish Action: If set to True, the step displays the Finish button. This button saves the data the user enters here and closes the wizard, then navigates to the newly created record.

Step 21. Configure the Finish button.

Unlike the other buttons on the wizard, this button navigates to a different form, so it needs an Active Form. In this case, it is wfmCustomerMaintenance.

Also, configure the navigation parameters for the maintenance form. In this case, it is CustomerId.

Step 22. Give the third step a descriptive title.

Step 23. Save the form.

What are the improvements over S3 Version 6?

Related Articles

Create a Wizard Form

Configure a Button to Open a Wizard

This post is part of the Wizard Form topic. Click here to open the Wizard Form Overview.

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