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First open the 'Add 360 Wizard' form.
To open this form search for a Location or Owner, (Contact or Department Hierarchy ) with the search bar
Select any matched Contact, Department Hierarchy, or Location in the 360 Search results.
Click the
button to open the previously selected record or double-click the record in the grid.Go to the Services tab on the opened 360 View form.
Click the
button.
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2. Click the picker to add a Service Rep for the Order.
3. If a Requestor is desired, add them with the picker.
4. Users can add multiple lines to the 360 Wizard with the button. In the (2024.1) How to template Actions like a Package#example, the Add Line button was clicked twice to make a Wizard with three lines.
5. In the 'Qty' column select the number of Actions that are desired for a given Service Catalog. In the example image , there are two Add Actions selected for the first Service Catalog and just one Action for the other two Service Catalogs.
6. In the 'Catalog' column select each Service Catalog that is desired. In the (2024.1) How to template Actions like a Package#example, there are three different Service Catalogs selected; Voice Line, Authorization Code, and Cable Television.
7. For each row an Owner should be selected. These can be either a 'Contact Owner' or a 'Department Owner' and in the (2024.1) How to template Actions like a Package#example, the first and third row is set as a Contact, while the second row is set as a Department.
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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.
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Open the 360 Wizard for Add Actions. The steps to do this are the same as the ones in the Open 360 Wizard section of this "How To".
2. When the Wizard is open click the Options > View Perspective link.
3. Select the New Employee Package Perspective that was previously set up.
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5. The form's fields fill in automatically based on the template previously set up.
6. Users can set the wizard to create a new Service Order by leaving the picker blank.
7. Selecting an Order with the Existing Service Order picker will append the Actions to that Order.
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