Custom SFM Wizard Step
SFM Wizard Designer includes the new Wizard Step Type Checklist. The steps to add this type of wizard step are given below:
1. Select the object for which you have created SFM transaction as described in previous section, create a new SFM wizard, or open an existing SFM wizard for editing.
2. Click the button New Step and select the Wizard Step Type Checklist. It shows the following default values:
3. Update the step Titleand Description as needed, select Criteria to Enable This Step if required, and click Save.
| You need not associate individual SFM transactions of type to generate a Checklist/Survey type of Process with a wizard step. When the wizard button of type Checklist is clicked, all the qualifying checklist SFM transactions, whose status is Complete, will be listed in the Checklist Delivery launch page. |