Defining Page Components in Wizards

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Navigation: TeamConnect Setup and Development > Enterprise Customization Help > Creating Wizards > Creating Wizards

You may define the contents of each wizard page on the Page Components tab of the wizard screen, which provides the following types of components:

•Text

•Block

•System Field

•Custom Field

•Parameter

To use the Page Components tab, you must first create wizard pages.

Note: If duplicate contact checking is enabled and you have created a wizard that creates contacts using the Contact search module (Create New Contacts pop-up window), under certain conditions certain contacts may not be created. See the Contacts for more information.

To define a page component in a wizard

1.Open the appropriate wizard and select the Page Components tab.

Wizard Page Components Tab

2.Select the wizard page you want to add components to from the Current Page drop-down list.

3.From the Component list, select the component you want to add to the selected page.

The available components and their values are described in the Wizard Page Component Value Fields table.

4.In the Order field, enter an integer to indicate the order in which the component must appear in the wizard page.

5.In the Value area, enter or select the appropriate values for the selected component.

Different fields appear based on the Component that you selected.

6.Click add more.

7.Repeat steps 3 through 6 to add other components to the selected page and click Save.

Repeat steps 2 through 7 for each page in the wizard.

For an example of how the components shown in the Wizard Page Components Tab image appear in the resulting wizard page, see the Wizard Page Component Value Fields table.

The following image describes the fields in the Page Components tab.

Wizard Page Components Tab

Field or button	Description
Current Page	Select the wizard page you want to define components for. All pages in this field are listed in the order assigned to them on the Pages tab. If no pages have been created for the wizard, (No Item Selected) appears in read-only text.
Component	Select the component you want to add to the selected wizard page.
Order	Enter an integer to indicate the order in which the components must follow each other when displayed in the wizard page. Tip: When defining the order, you may want to skip a few numbers before each component (for example, 3, 6, 9, 13, 18, 22, and so on.) in case you may need to insert a few additional components later, for example, if your page design changes.
Value	Enter the appropriate values in the corresponding fields displayed in the Value column. The number and type of fields varies depending on the component selected and the type of field it is represented by on the wizard page. The Default Value is not a required field in most of the cases, because it depends on the user input. For details on various Value fields for different components, see the Wizard Page Component Value Fields table.
add more	Click to add the new item to the list of page components.
Page Component List	Displays all components added to the selected wizard page. Select the check-boxes next to the components you want to delete or edit then click the appropriate command button at the bottom.

The following table describes the component values available on the Page Components tab.

Wizard Page Component Value Fields

Component		Description
Text		Type the Value text that you want to appear in the wizard page, for example, text prompts for the user. (optional) For localization purposes, enter a Unique Key that you want to assign to this text field. Tip: You may also want to use this component instead of field labels.
Block		Select the system or custom block that you want to appear in the selected wizard page. The contents of this drop-down list vary depending on the object you are creating the wizard for. For more details on blocks in TeamConnect, see Blocks.
System Field		Complete the following steps to add a system field from the object for which you are creating the wizard: 1.Type a Label for the system field, as you want it to appear in the wizard page. The label does not have to be the same as in the system object views. 2.Select the appropriate attribute in the Name drop-down list. 3.Enter a Default Value for the select attribute, if any. The Default Value field varies depending on the attribute selected. Labels for fields are optional because they may be self-explanatory or explained by the wizard prompts and questions. You may add only the system fields of the main object whose records are created through the wizard—not those of related objects. If you associate a template with the wizard and add a sub-object to it, you may select its main assignee or default category.
Custom Field		Complete the following steps to add a custom field from the object for which you are creating the wizard: 1.Create a block for the desired custom fields before creating the wizard. 2.Type the appropriate Label for the custom field as you want it to appear in the wizard page (optional). The label does not have to be the same as in the custom object views. 3.Select the block created for the desired custom fields. 4.In the Custom Field drop-down select the name of the field you want to add to the selected wizard page. 5.(Optional) Enter the appropriate Default Value for the selected custom field. The Default Value field varies depending on the custom field selected. You may add the custom fields created for the object's root category only. However, if you associate a template with the wizard and add categories other than Root, then their respective custom fields are also available for you to add to the wizard. For details on adding a category to a template, see Adding Sub-objects to Templates.
Parameter		Parameters allow you to add items that you may need to use as qualifiers for page transitions or to perform certain actions on the object attributes. Parameter data is not stored in the database and is only used within the wizard. Complete the following steps to add a parameter to the wizard page: 1.Type the appropriate Label for the Parameter as you want it to appear in the wizard page. 2.Select the Type of the Parameter you want to add to the page. For details on parameters, see Defining Parameters. 3.Type a unique name for the parameter you are creating. This is the name that are required when you use the parameter in page transition rules or page actions. 4.Check Display in blocks only if you intend to use parameters in a custom block. Otherwise, the parameter appears twice on the page, in the block and as an individual field. 5.Select the Custom Lookup Table that will contain the list for this parameter. This applies to check-boxes, radio buttons, and drop-down lists that are used in custom blocks. 6.(Optional) Enter the appropriate Default Value for the selected Parameter. The Default Value field varies depending on the type of parameter selected.
System Field Custom Field Parameter	of type String (Text Fields)	For system fields, custom fields, and parameters represented by a Text Field in the wizard page, there are two additional fields in the Value column: •Field Size •Maximum Length These two values allow you to specify how many characters the text field may display (Field Size) and how many characters it may contain (Maximum Length).
	of type Long String (Memo Text Fields)	For system fields, custom fields, and parameters that are represented by a Memo Text Field in the wizard page there are two additional fields in the Value column: •Columns •Rows These two values allow you to specify the size of the memo text box vertically (Rows) and horizontally (Columns).

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