Wizards: Recent enhancements

Wizards: Recent enhancements


Hello Everyone!

Following enhancements have been made in Wizards. These are now available for all users.

Wizards flow update:

We have introduced two new flow level changes in Wizards.
1. Navigate between screens
 
Before, there were two ways by which you can navigate between the screens : 
  • Using breadcrumb
  • Using a button
 
The breadcrumb method clearly shows the user the path taken and allows the user to move to the previous screen in a single click. This is the only method now to move to the previous screen.


The second method, using buttons to navigate to the previous screen is now removed in order to avoid the users from creating a loop. While we are not removing the existing loop cases, for new wizards or when editing the wizard that has loop cases, an error will be thrown.






Reusing fields in screens
 
A unique combination of screens form a specific path known as unique path. For instance, consider screens A,B,C,D. The path from screens A-B-D is unique and the path from screens A-B-C is unique.

 
We are now allowing fields to be reused only in unique paths. A field cannot be reused for screens in the same path. For instance, the Email field can be used in screen C and D as they are in a unique path. However, if the field is reused in screens B and D, it will throw and error.

Adding Widgets:  
You can now add a Widget to the wizard layout. One widget can be added to a wizard screen. Widgets will be listed under the Components.

Filtering wizards from list view:  
We have provided module and status (active or inactive) based filtering of wizards.

Support for validation rule: 
Values will be validated when entered in a Wizard based on the rule criteria that is configured.

Repositioning buttons : 
During configuration, buttons can be dragged to a desired order.

File upload field:  
You can include file upload field in the wizard layout.

Please refer this help doc for more details.




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