Creating a Wizard

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Explain what a Wizard is in SAP Fieldglass.
  • Navigate a Wizard admin object.
  • Create a Wizard in SAP Fieldglass.

Wizard

A Wizard is a tool that can be used as a guide for users who are not sure what type of procurement request is needed. As with Decision Forms, wizards present users with a series of questions that help recommend a procurement option.

Play the video to learn how a Wizard helps users decide what type of transaction is required for a particular need.

Navigating the Wizard Admin Object

Select the Wizard admin object from the Workflow section of the admin menu to view the list of wizards available in WorkingNet’s tenant.

Create a Wizard

Hiring managers at WorkingNet sometimes don’t know which supplier to select when creating Statements of Work for a project. This could be because they have not already identified an appropriate supplier to work with.

WorkingNet asks you, the SAP Fieldglass administrator, to create a simple Wizard to help hiring managers determine whether to start with an SOW or an SOW Bid.

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