Steps in a Creating Wizard from a Template


Creating a wizard begins with a templates (Layout, materials and operations) and adds options to it which the user can select from

When the options are selected the wizard updates the template with the information entered to the same effect as doing this manually.

The following are the steps in creating a wizard

  1. Start with a new template - tick the use wizard tickbox on the opening screen
  2. Replace the specific materials in the template with generic names we call 'placeholders'  ie - replace 3M7725 with 'Vinyl Media'
  3. For each operation in the template (for which you want to provide options) - add a list of presets for the user to select for
  4. Add some user prompts (questions) for the user to enter specific information (width,height, job name) that you require to update the template
  5. Review the update options that transfer the entered information in sequence through-out the template


1.  Create the template


The template can be a copy of a previous quote or job template or you can start with a blank one. Either way it is no different to any other template in the system



 2.  Create some Place Holders


Placeholders are simply a material with a very generic name - 'media', 'laminate', 'substrate' etc. They can easily be created using the tool below




3.  Update the Materials in the template with Placeholders


For each specific material in the template (only those you want to provide options for the user to select from), replace the specific material with a placeholder material. Do this in the same way as you would for any other quote



4.  Add Material Options for the User to Select from


Now we add the material options the user can select from for each placeholder in the template. Each placeholder might have 2 or more options to choose from



Go to the materials list, select a material [1] and the use the + button [2] to show the material picklist to make a selection. Optionally you can replace the material name with a plain english name in [3] that provides better guidance for the user. Please refresh (above [3]) after each added material. You can change the order that the materials are listed with the column right of [2] entitled 'order'  (enter 1, 2, 3 and refresh) 



5.  Enter Operations Options


In the operations area of settings, we can enter presets that reflect different rates or variations of an operation (for instance draft mode, production mode etc)

In this section we assign a subset of presets for the user to select from that are relevant to this template

Note - This section is accessible from the button below materials above, or can be accessed by the shortcut at the bottom of the previous screen image


[1] select an operation

[2]  select a preset from the drop down list - highlighted. If there are no presets you can add them in the normal manner (settings/operations) or press the shortcut [5]

[3]  If desired - replace the preset descripton with your own description that is better suited to this template

[4] reorder the options (if required) by adding a sequence number






6.   Enter User Prompts / Questions

Some template require the user to enter information such as width, height and quantity that is used to update the template

There are three main areas to a template - Layout, Materials & Operations and these correspond to the dropdown boxes [1]

Depending on the section, 

  • Layout  - select a prompt from the list in [3] and replace with a plain english question in [4]
  • Materials & Operations - select a material or an operation from the template in [2] and then a prompt from [3]




7. Select Update Sequence

The information entered by the user has to be processed in sequence throughout the template. For instance if the user entered a size in the layout section we want the system to 

  • calculate a new worksheet size based on the size
  • transfer the worksheet to the materials section so yield is correct
  • Update the template with the latest material prices for the materials that the user has selected in the wizard

The sequence below is typical so 



8.  Test the Wizard

Test the wizard by creating a new quote under a test client and selecting the template that you have created


 9. Linking a wizard to an Item

Best practice is also to link the wizard to an item so that the wizard is invoked when the item is selected - this is covered an another section



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