Wizard view

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Wizard view

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The Wizard view gives access to the Process Wizard to automate your processes guided step-by-step.

Fill the information and click Next to proceed to the following step.

 

Quick access to all steps

On the upper right corner of the work area you will find a drop-down list with a gear icon.  The drop-down menu provides quick access to every step of the wizard, without having to navigate through each preceding step.

 

Switch between Processes

If your project holds many Processes, you can quickly switch between them by clicking on the name of the Process listed in a drop-down menu.  This drop-down list is located to the left of the Quick Access gear menu. Doing so, will refresh the wizard and give you access to the process you want to work on. This drop-down menu also allows you to search a process by typing its name or a part of it.

 

Remove a Process from the wizard

On the bottom of the wizard menu you will find a Remove option. This will remove the Process that is currently active from the Process Wizard.

THIS WILL NOT REMOVE OR DELETE YOUR PROCESS, IT WILL JUST BE REMOVED FROM THE WIZARD.

 

To re-add a Process to the wizard, go to the Expert View, and right-click the Process name.

Select Add to Wizard.

 

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