Wizard Step Type

Select the type of process associated with the wizard step. Possible Values are SFM, Inventory, Output Document, RL (Reverse Logistics) process, or Others (SFM Custom Actions), Checklist.

The options available are limited to the types of processes already configured for the selected object. For instance, Inventory is listed for an object only if there is an inventory process defined for that object as the parent object. SFM is listed only if there is an SFM transaction with the selected object as the source header object (in the case of the source to target type transactions) or target header object (except for transactions of type Output Documents, Checklists, or View Record). The Checklist is listed only if the global setting GBL029 (Module: Common; Submodule: Global Settings) is set to True.

Step Name

Select the process associated with the wizard step. The Step ID, Title, and Description are auto-populated on the selection with the corresponding values from the selected process.

Select Template At Runtime

If you have selected Output Document as the step type, select this check box if the Wizard Delivery engine should present the user with the list of all the available and complete SFM transactions of type Output Documents. The user can then dynamically select any output document from this list to generate the report.

This is supported in-browser only and not in any mobile app in the ServiceMax suite.

Step ID

This read-only value is the unique ID of the process associated with the wizard step.

Title

Edit the auto-populated value if required, for instance, to shorten the value.

This value is displayed as the SFM Wizard button label in the browser and Mobile For Laptops and as an Actions menu item in all the other ServiceMax mobile apps.

Description

Enter a detailed description of the wizard step or edit the auto-populated value, if any.

This value is shown by hovering over the wizard button in the browser. If this is blank, the wizard step title is displayed on hover.

Confirmation Message

If you want the process associated with the wizard step to be invoked by the SFM Delivery engine only on user confirmation, enter the confirmation message to be displayed.

This message is displayed to the user in the SFM Wizard Delivery screen when the user clicks the wizard step button. The associated process is executed only if the user confirms.

Mode Of Execution

If you choose Interactive (default value), the SFM Delivery screen is launched for the associated SFM transaction when the user clicks the wizard step button when the user clicks the wizard step button. Users can then enter/edit data and save it.

If you choose Background, when the user clicks the wizard step button, the SFM process associated with the wizard step is executed in the background. SFM Delivery screen is not displayed.

This applies to SFM processes in the browser only and not in any mobile app in the ServiceMax suite.

For Background Mode:

Criteria To Enable This Step

Select the criteria a record must match to enable the wizard button (or Actions menu item in mobile apps) to be enabled.

If a record does not match the criteria, the wizard button (or Actions menu item) is disabled. If this field is blank, the wizard step is always enabled. Wizard step criteria can be newly created/edited/selected, similar to the wizard criteria.

Criteria Action

Set this property to either hide the step or disable the step when the Criteria to Enable This Step is not met.

Hide Step and Disable Step are the options available for this property.

The default value for this property is Hide Step. Hide Step hides the step from the user's visibility. The disable step displays the step in non-actionable mode.

This property is visible only when the Criteria To Enable This Step is set to an expression.

If all the wizard steps in a wizard have Criteria Action set as Hide Step and none of the steps meet the criteria, then the entire Wizard is hidden.

The Criteria Action property is not supported by Mobile Apps and SFM Search Delivery.

Display Record on Save

This property allows the admin to redirect the user to the source record on new record creation using the SFM. By doing this, the user can continue with the usual business flow and avoid performing additional searches and clicks to return to the source record.

The following options are available:

This property is supported for SFM of types Source to Target All and Standalone Create only.

For example, consider an SFM of type source to target all to Create a Work Order from Case. Here the Work Order is the target object and the Case is the source object. Now, according to the default behavior, after the Work Order record is created from Case the user is redirected to the Work Order record. But if the Display Record on Save is set as Source Parent Record, then after the Work Order record is created from Case the user is redirected to the Case record.

Handover

Select this check box if the Wizard Delivery engine should automatically invoke the next wizard step as per the sequence defined after the process associated with the current wizard step is executed successfully.

This attribute is available only if the current wizard step type is SFM. This is supported in-browser only and not in any mobile app in the ServiceMax suite.

Handover On Target Record - Select Wizard

This field is displayed only if the Handover checkbox field is enabled and the Display Record on Save field is set to Target Parent Record.

This field allows the admin to choose a wizard on the target record on which handover must be carried out once the current wizard step is executed successfully.

This property is supported for SFM of types Source to Target All and Standalone Create only.

For example, consider an SFM of type source to target all to Create a Work Order from Case. Here the Work Order is the target object and the Case is the source object. The Handover On Target Record - Select Wizard field lists all the wizards available for the Work Order object.

Select Wizard Step

This field is displayed only if the Handover checkbox field is enabled the Display Record on Save field is set to Target Parent Record and wizard is selected in the field Handover On Target Record - Select Wizard.

This field allows the admin to choose a wizard step associated with the Wizard selected in the Handover on Target Record - Select Wizard field. The Wizard Delivery engine automatically invokes the selected wizard step after the process associated with the current wizard step is executed successfully.

This property is supported for SFM of types Source to Target All and Standalone Create only.

Display Record on Save

Handover

Record Displayed to User on Successful Save on an SFM

Target Parent Record

True

Target Record

Target Parent Record

False

Target Record

Source Parent Record

True

Source Record

Source Parent Record

False

Source Record

None

False

Target Record

None

True

Source Record