Section wizard

To add new sections to the system or to modify the functionality of the existing sections, use the section wizard.

Use the section wizard to set up section base properties, its pages and list.

Attention!

Modifications made to the bpm’online configuration when working with the section wizard are stored in the package specified in the “Current package” system section. If a package that is unavailable for the user or no package is specified for the “Current package” system setting, then the system will offer you to select another package from the list of available packages when you open the section wizard. To manage packages, use the [Configuration] section, and to manage system settings, use the [System settings] section.

Note

All modifications made to the configuration by using the section wizard, for example, adding new objects or columns to the existing objects, are applied when saving the section.

To add a new section via wizard, open the system designer by clicking the btn_system_designer.png button in the upper right corner of the application. Click the [Section wizard] link in the [System setup] block (Fig. 211).

Fig. 211  Adding a new section

scr_section_wizard_add_new_section.png 

Attention!

You can open the section wizard only if you have the right to perform the [Access to “Configuration“ section] system operation.

To modify an existing section, open it and select the [Open section wizard] option from the [View] menu (Fig. 212).

Fig. 212  Editing an existing section

scr_section_wizard_open_section_wizard.png 

The section wizard consists of three setup pages:

1.Section base properties page.

2.Page designer.

3.List setup page.

Navigate through the wizard pages using the buttons located in the upper right part of the window. Use the btn_next.png and btn_previous.png buttons to go to the the next or previous wizard step (Fig. 213).

Fig. 213 Going to the next wizard step

scr_section_wizard_navigation_panel.png 

Next in this chapter

Setting up section properties

Setting up section pages

Setting up a section list