Wizards#

All transactions in the system are performed through wizards. A wizard guides the user and facilitates the completion of a simple or complex transaction.

A wizard consists of a series of sequential steps. The sequence of steps and the current step are identified on the upper bar. The user can navigate to any step marked by a solid circle; those marked by a hollow circle cannot be navigated to in this way.

A wizard contains a set of fields for user input. Mandatory fields are marked with a red asterisk on the right side. When moving to the next page or completing the wizard, there are two types of validations performed:

1. Check that mandatory fields are filled in correctly.
2. Check that logically, the data is consistent.

When a mandatory field is missing or has been filled in incorrectly, the field will be highlighted in red, indicating that the data entry is incorrect.

A wizard contains a set of standard buttons on the lower right corner.

The buttons provide the following functionality:

• Cancel - aborts the current wizard; note that in this case, the transaction is not executed.
• Back - moves the previous wizard step.
• Next - moves to the next wizard step.
• Action - completes the wizard, performing the transaction in the system. If it is not possible to complete the transaction, the wizard will not be closed.

Once the Action is successfully completed, the wizard will close and a message will indicate the result of the transaction. Depending on the transaction, the wizard may provide the opportunity to open one or more objects that were created as part of the transaction.