1.5. Setup Wizard

Setup Wizards are a series of steps which may have to be carried out one after the other to complete a task. Setup Wizards are meant to assist the users in carrying out tasks. Setup Wizards present the user with a sequence of dialog boxes that lead the user through a series of well-defined steps. Tasks that are complex, infrequently performed, or unfamiliar may be easier to perform using a setup wizzard. Setup Wizards can be accessed via Tools Menu -> Setup.

In the window you can see an explanation for each workflow step. You can easily review the steps carried out during the setup. To navigate through the different steps and open the appropriate window click on the icons in the left side menu.

• Review New Tenant - this wizard will guide you, step by step, to complete the initial setup for a new tenant.

• Review Roles & Users - this wizard will guide you through roles and users windows, to maintain user responsibilities.

• Request Setup - this wizard setup will guide you, step by step, to complete the setup for processing requests.

Setup Wizards or setup wizards can be managed using the Setup Wizards window, located in the System Admin menu. The following fields are available:

• Name, Entity Type

• Sequence - determines the order in which the setup wizards are displayed in the Setup window;

• Content HTML - content of the main page of the setup wizard, in HTML. We recommend that you use only basic HTML tags;

The Wizard Step tab is used to define the setup wizard steps. The following fields are available:

• Name, Entity Type

• Sequence - determines the order in which the steps are displayed;

• Content HTML - the contents of the step instructions, in HTML. We recommend that you use only basic HTML tags;

• Process, Special Form - process or "form" type window loaded by the step;

• Window - the window loaded by the step;

  • Tab - if applicable the step can be set to load a specific tab within the selected window;

  • SQL Order By - SQL rule, determines the order the records in the window (or tab) are displayed;

  • Load First Record - the step will load the first record within the selected window or tab;

  • Parent - is used to define dependencies for the steps within a wizzard;

The Translation and Step Translation tabs can be used to define translations for the names and contents of the wizards and their steps, when using a multilingual system.