To better understand how templates and wizards work and to be able to troubleshoot them, it is important to understand the order in which values are populated and actions are executed.

Starting a Wizard

When a user starts a wizard the following actions happen, in this order:

1.All values from the associated template are automatically populated.

The sub-objects and related objects specified in the template are created and the default values are assigned to the fields of the main record.

2.The automated action selected as the initial action for the wizard is executed.

If there is no initial action specified, this step is skipped.

3.The parameters defined on the first page of the wizard are created.

4.The first page of the wizard opens with the latest values of all objects and parameters.

5.When the user clicks next, the available page actions and page transition rules associated with the page are executed.

6.The next wizard page opens with the updated values.