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How to template 360 Wizard Actions like a Package
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PCR has received a couple of questions recently about selecting Packages on an Order to quickly add multiple Actions. There is already functionality that does this built into the application and this “How to” explains this process. To set up Form Perspectives to accomplish similar work to the Packages functionality Users will need to first set up an example 'Add 360 Wizard', then save a Form Perspective, and finally apply the Perspective whenever that set of Actions are desired. The following steps will help to clarify how to accomplish using Form Perspectives on the Add 360 Wizard. In order for Users to set up Form Perspectives to use as Packages, there first must be SDCs set up for the Services and Actions that are desired. To do this please see the SDC video wiki . |
Setup Example Add Wizard
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Open 360 Wizard
The first step is to open the Wizard.
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This will open the 360 Wizard for Add Actions . At this time only Add Actions can be templated in this manner. This is because the Change and Remove Wizards must be able to reference a specific Service ID and cannot be added in bulk in this manner. With the form now open the next step is to create the template desired.
Create a Template
With the 360 Wizard already open a User can begin to create a template for the Form Perspective.
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Example Image
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Save the Form Perspective
Once the 360 Wizard form has been filled in with the desired values a User can start to build the Form Perspective.
- At the upper right part of the form click the Options > Save Perspective link.
- Select a 'Name' for the Perspective. The Name should make sense to the Perspective desired.
- Click the
button.
Use the Perspective like a Package
The Perspective is now saved and ready to go whenever a User would like to quickly add the Actions that are saved in the Perspective.
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