Asset 360 Suite > Asset 360 for Business Administrators > Service Process Manager > Wizards > Adding Steps to Wizards
Adding Steps to Wizards
Add steps to wizards to enable users to perform tasks to accomplish a specific job.
To add steps to the wizards, perform the following steps.
1. Create wizards for the object. Refer to Adding Wizards to Objects for more information.
2. Click the wizard to expand, then click the + button below the wizard. The Choose Step Type pop-up screen is displayed.
3. Select the step type from the supported options:
◦ ServiceMax Transaction
◦ Flow
◦ Lightning Web Component
◦ URL (Link)
* 
The ServiceMax Transaction step type is selected by default.
4. Provide the details for the fields as described in the following table, then click Apply. The wizard step is added to the wizard on successful validation.
Field Name
Field Description
Fields marked with * are mandatory fields.
Select Step Type*
This is a lookup field for the selected step type from Step 3. Select the desired step type from the available list and click Apply.
* 
• The New option is unavailable for the Lightning Web Component step type to create new data from the lookup screen.
• Use the search box to search a specific wizard step. Enter at least three cha
racters to get the related result.
• For the Lightning Web Component (LWC) step type, all the LWC components are displayed irrespective of the wizard object.
• For the URL (Link) step type, this field is a text field to enter the URL. The character limit is 255 in this text field.
• For the URL (Link) step type, there should not be any space in the API name in the URL field. Else, the record is not saved.
• For the URL (Link) step type, the field name provided in the URL path is validated when clicking the Test or Apply button.
• For the URL (Link) step type, the URL must start with the corresponding protocol, either HTTP:// or HTTPS://. Otherwise, it is considered an invalid URL and lands on an empty page in the Runtime.
Step Display Name*
The Step Name field is auto-populated with the default value from the Step Type field. Edit it as required.
* 
this field is a text field to enter the URL. The character limit is 255 in this text field.
Tooltip Help
Enter a description for the step. The user gets this text as the tooltip help.
Developer Name*
The Developer Name field is auto-populated with the default value from the Step Display Name field. Edit it as required to make it a unique value.
Criteria to show step (Expression)
Select criteria or an expression from the list. The step is displayed to the user only if the criteria are met.
* 
• Once the criteria are selected, the Hide Step and Disable Step options are enabled.
• Search for the required expression by using the search box. Enter at least three characters to get the related result.
• Click the More link against the expression to expand and view the rules.
• Against each expression, click More > Edit Expression to edit or add the conditions for the expression.
• If you do not find the required expression, click New to create a new expression. You are redirected to a new browser tab on the Expression Builder page. Click the Create Expression section for guidance on creating an expression.
When the condition is not met
Select an action from the drop-down when the criteria are not met. The available options are:
• Disable Step: The step is displayed for the user but cannot be clicked.
• Hide Step: The step is hidden from the user.
Hover text to show on disabled step
Enter a description for the user to display when they hover over a disabled step.
Open in a new modal window
Select the checkbox to allow users to open the step in a new modal window.
Icon Name - Overrides Default
Search for the icon name and select an icon name from the available list. This icon name overrides the default icon in the UI.
* 
The Utility category icons are excluded from the available list.
Prerequisite Steps
Select a wizard step from the available list. The Step Completion Indicator checkbox is available for your users against all the wizard steps.
* 
• This field is displayed when the Show Step Completion Checkbox is selected for the wizard.
• This field is not displayed for the first wizard step.
• This field shows the drop-down values for the previous steps only.
Parameters (Available only for the Lightning Web Component and URL step types)
Allow user to ADD items
Select to enable your users to add the defined parameters within the step.
Parameter Name*
Enter a parameter name provided by the developer.
* 
The Parameter Name must be correctly spelled. Else, this is not respected in the Runtime.
Value Type
Select a value type from the available options:
• Field Name
• Value
Value
Enter the value in this field.
* 
If you select Field Name as the value type, the related object fields are displayed to select.
Preview Mode of Wizard Step
The Step Properties pop-up allows you to test the wizard step and preview it before applying. Perform the following steps to preview the wizard step:
1. Click Test from the Step Properties screen. The Test Step pop-up is displayed.
2. Enter the Record ID and click Run Test. The preview mode is displayed in a new window.
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