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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 .
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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
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.
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8. The SDC' column can be set for each of the Service Catalogs rows.
- If different SDCs are desired for the same Service Catalogs, simply add multiple rows with the same Service Catalogs, but assign different SDCs to the different rows.
360_Wizard_Add_New_Service_Order_Template_As_Package_Form
Example Image
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4. Switch to this Perspective by double-clicking it, or selecting it and clicking the button.
5. The form's fields fill in automatically based on the template previously set up.
360_Wizard_Add_New_Service_Order_Template_As_Package_Form
6. Users can set the wizard to create a new Service Order by leaving the picker blank.
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This will trigger the Add Wizard to build the Add Actions that were specified. As many different Form Perspectives that are needed can be created to allow Users to rapidly build Orders moving forward.
Note: These Form Perspectives can be Shared with other Users to allow a single User to create these Form Perspectives, and for other Users to use these Perspectives without having to have built the Perspective manually.