Wizards
Wizards guide the user through each specific case in Umantis. The sequence of required steps is shown, or in some cases, the steps are called up automatically. Tips and notes can be added to provide users with additional guidance at each step.
Under Settings, you will find a “Wizards” tab. The overview shows all the wizards that have been created. Click on a wizard to edit it.
Benefits of using wizards
- Higher-quality process
- Easier onboarding for new employees
- More efficient navigation
- Simple navigation within the solution
- Easy to modify wizards
Creating and editing a wizard
To learn exactly how to add steps to a wizard and how to structure them, go to Create new assistant.
The overview of the steps in a wizard shows all steps sorted sequentially. You can use the arrows 
to change the order. For example, if you want to add a new step in the middle later on, it will initially be added at the bottom of the list, and you can then move it up to the right place.
Integrating wizards
A wizard is accessed through the URL “.../Wizard/ID”. The ID for a given wizard is shown in the “No.” column in the overview. If you hover your mouse pointer over a wizard in the main view, you can see the link with the associated number in your web browser. This help you to more quickly find the wizard in the settings and modify it.
Example of sending link for wizard
You can send out a link for a wizard, and the recipients then simply have to click on it to be guided through Umantis with the wizard’s help, e.g. through an application process or launching an employee review meeting.
- http://employeeapp-[CUSTOMERID].umantis.com/Wizard/[NUMBER]
Replace [CUSTOMERID] with your Umantis ID, and Number with the ID number for your wizard.
Example of integrating wizard link on the Home page
To add a wizard on the Home page, enter the link with your Umantis ID and the link title. To do this, go to “Configure view” and click on the link you want to add via 
; once there,
enter the link title in the FixedText English field, and enter the following in the Link Target field: “/Wizard/[NUMBER]”
or, if no Link Target is available, simply enter the full link with HTML in the Original content / FixedText English field:
- <a href="https://employeeapp-[KUNDENID].umantis.com/Wizard/[NUMMER]">Manager assessment and release</a>
First, check which ID the desired wizard uses.
Tips from consultants
When you start creating a new wizard, log in to Umantis twice: once as an admin in order to create the wizard, and once as a user in order to see the desired pages and so that you can copy the URLs without having to switch pages. This also helps you to avoid including pages and views that are not accessible for non-administrators.
Preselecting a multiple action
Within a wizard, it is possible to preselect the action to be taken in an overview. To do this, you need to identify the ‘value’ of the desired multiple selection in the HTML code. Then enter this for the “MultiActionPreSelection” parameter in the wizard step.
For example, the following link will select all employees in the employee overview and pre-select the action “Send email(s) from template”:
/Employment/Current?searchLink=1&fas44001=1&checked44001=1&MultiActionPreSelection=PositionsList_Contact_SendEmail
With an additional search so that only active direct subordinates are selected:
/Employment/Current?searchEntitySubtype=PositionType_Position&searchDirectReportsVar2=1&Search=1&fas44001=1&checked44001=1&MultiActionPreSelection=PositionsList_Contact_SendEmail
Alternatively. for the employee review meeting overview:
/Employment/ProzessA?searchDirectReportsVar2=1&searchEntitySubtype=PositionType_Position&Search=1&fas142729=1&checked142729=1&MultiActionPreSelection=PositionsProcessListA_Contact_SendEmail
