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Wizard actions are operations that allow you to create appropriate behavior in a wizard, such as creating additional records, inserting values, accessing other records, or performing calculations to assign values to object attributes. Depending on your wizard design, applying actions to wizard pages is optional.

All wizard actions may be classified into the following groups based on:

When they are executed

oInitial Actions—Executed when a wizard is started by the user but before the first page opens and may not be defined as a simple action.

oPage Actions—Executed when the user clicks next on wizard pages for which they are defined and may be defined as a simple or automated action.

How they are defined

oSimple actions—Defined through the user interface and are limited to a predefined set of operators

oAutomated actions—Defined in Java class or JavaScript files and may perform any operations on record values without limitation

The following table summarizes the relationships between the four types of wizard actions:

Wizard Action

Simple

Automated

Initial

 

X

Page

X

X

Important: You may only use one initial action file per wizard and only one automated page action file per page. However, you may define several simple actions for a page.

To define an initial action for your wizard or to add an automated action to a page, you must first create each page, and upload the Java class or JavaScript file to the appropriate document folder for the object.

To define a simple page action, see Defining Simple Actions.