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Creating Wizards

A wizard is a user-interface utility that helps users create valid records by guiding them through the data-entry process, executing rules, populating defined values, and saving the record on completion.

When creating a new record, users have one or both of the following options:

  • Creating the record manually by using the record screens to enter data in various fields. The record screens may not be organized in the same order in which users collect information when they create records.
  • Using a wizard designed to guide users through the process of entering required information in predefined pages.

You may define rules for wizards to make sure users enter valid data. You may also create wizards that use templates, which automatically insert specific values into every record created from the wizard.

For more information about templates, see Using Templates.

Accessing Wizards 

Once you define wizards, users can access them in the following locations in TeamConnect:

  • The New button in the list view of a record—When you click this button, a drop-down list one or more wizards that are defined for the selected record type.
  • The New button in a related object block—When you click this button, a drop-down list displays all of the wizards that are available for the selected related object.
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