Create new wizard

Under General you can define the name of the wizard in whatever the current language is and change the internal name of the assistant.

When you click the pencil next to Steps you go to a table of the existing steps, and you can use the form below the table to add a new step to this assistant.

The elements of a step in the assistant

The following elements can be defined for each step in an assistant.

URL of this step

Which page (Internet address) is the user going to land on in this step to execute an action?

The URL is the unique Internet address of the page that is needed in your umantis solution in this assistant step. The part of the URL which is relevant for the assistant begins after ...umantis.com. Parameters and anchors can be used but are not mandatory.

In the URLs of the individual pages, replace the numbers of the employees, the jobs, etc. with the expression [UrlID1], [UrlID2],[UrlID3],... (from left to right including the square brackets!). When a step is triggered, the first number of the current address is filled as [UrlID1] of the triggered step, the second number to the job [UrlID2], etc...

Example of employee profile: https://employeeapp-217.umantis.com/Employment/Current/125/Profile

> Copy to the field URL: /Employment/Current/[UrlID1]/Profile

Example of overview of new applications: https://recruitingapp-1067.umantis.com/Recruiting/Applications?searchCurrentStatus=2010&Search=1

> Copy to the field URL: /Recruiting/Applications?searchCurrentStatus=2010&Search=1

Step active if

Basically, a step is active if the conditions are in place so that the same number or more IDs (numbers) are in the current address as [UrlID]s are expected in the step's URL.

A step can also be protected by defining that it cannot be selected before Step X or after Step Y.

Step title, text and help

A title A), a text B) and a detailed help C) can be defined for every step and each language.

The help text always appears when the cursor hovers over the Info symbol, and sometimes as a separate Info box above the Actions bar on the left-hand side. The idea is to reduce the number of options as much as possible to make it easier to use with the wizards.

If the help text should not conceal the Actions bar, the Display action bar despite help text option can be selected.

Continue automatically if...

A jump URL can be used to define in which case the next step should be triggered automatically.

For example if, after the first step in which an employee or an application is selected, Step 2 is to automatically become active, the primary view of the employee (/Employment/Current/ID/Profile) or the primary view of the application (/Recruiting/Applications/ID/ID/Details) must be entered as the jump URL.

In the URL you replace the numbers by the string ID.