Objective
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.
Watch the video to see how Mavis, the manager of network engineering for WorkingNet Networking, Inc., a global manufacturer of data networking equipment, would use a wizard to determine the procurement option that’s right for her.
| 1 | To view the list of wizards available in the tenant, select Wizard from the Workflow section of the admin menu. |
Wizards can be embedded within procurement solutions to help with completion or can stand alone as an item in the Create Menu. However, only one Wizard is allowed in the Create Menu.
| 2 | The Starting Point is where you can expect to begin the Wizard. |
| 3 | To view the details of a wizard, select an appropriate link the Name column. |
The details page displays the wizard’s configuration, indicating the logic of how the answers to the listed questions will follow a path to an appropriate solution.
Unlike Decision Forms, the answers for each question can be configured to include branching instructions. This allows an answer to point to a follow-up question or to an appropriate action and ultimately guide the user to a correct final activity.
For example, depending on where a question appears in the interview workflow, answering "Yes" might stop the Wizard and recommend a solution, while answering "No" could present a follow-up question.
| 4 | Questions for Wizards are created independently of the Wizard, using the Question admin object in the Configuration admin menu, and imported during the process of creating the Wizard. |
| 5 | The Answers column shows the questions in their numbered order. The numbered order, however, may not be followed in a linear path depending upon how the questions are answered. The applicable answers are listed immediately below each question, and the reaction they trigger is indicated in the column to the right |
| 6 | Every response has a reaction. The Answer Action column indicates the action taken as a result of the response indicated in the column to the left. |
Hiring managers at WorkingNet, a global manufacturer of data networking equipment, 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.
Wizards are tools that guide users through the procurement process. They are especially useful for those unsure of the specific procurement request needed. Wizards ask a series of questions to recommend the best procurement option, similar to Decision Forms, but the outcomes are different.
Key Points: