Wizard node

The Wizard node is used to integrate Rhythm for Civics with Infor CPQ. CPQ can be used to define wizards that present the user with a series of questions to answer. For example, a license wizard might include various scenarios to help applicants determine which licenses they require.

See CPQ integration.

Each wizard scenario must first be defined as a process in CPQ. You can then use the Wizard node to set up scenarios for your Rhythm for Civics site.

The Wizard node has one CPQ node as a child, which in turn has two children: Configurations and Web Services.

The Configurations node has one or more configuration nodes as children. Each configuration node has these attributes:

Attribute Description
Application Name Application name of the scenario, as defined in the CPQ.
Description Text Text to be displayed under the link for the scenario.
Display Text Text of the link for this scenario.
Enabled Indicates whether the scenario is enabled.
Header Id Header ID of the scenario, as defined in CPQ.
Id Unique identifier for the scenario.
Instance Name Instance name of the scenario, as defined in CPQ.
Namespace Namespace of the scenario, as defined in CPQ.
Profile Name Profile name of the scenario, as defined in CPQ.
Project Name Required Indicates whether users must enter a project name when beginning a project in the wizard. If you set the value to False, project names will be generated automatically.

This attribute is available in the July 2021 (11.2.0.2107) update of Infor Public Sector, and after.

Ruleset Name Ruleset name of the scenario, as defined in CPQ.
Template Id ID of the integration template that is used to generate the output dataset when the wizard reaches the completed state.
Tenant Api Key Tenant API key for CPQ.

Each configuration node can have one or more application type nodes as children. Each application type that you configure here will be shown in the Submit a Record page, and will launch the parent wizard when the user clicks it.

See Starting wizards from Submit a Record.

Each application type node has these attributes:

Attribute Description
APType Specify the name of the application type.
Product Family Specify the CDR product family that the application type belongs to. Use these values:
  • Building
  • BusinessLicense
  • Planning
  • Project
  • TradeLicense
  • Use

The Web Services node has these attributes:

Attribute Description
Service url URL of the CPQ configurator service.
UI service url URL of the CPQ configurator UI service.