Start wizard from Submit a Record

A new option has been added to allow users to start a project using a CPQ wizard from the Submit a Record page.

Wizards are normally launched by selecting Start Project from the menu, which opens the Start a Project page, but it might be more convenient for an applicant to access a wizard from the Submit a Record page instead.

You must first configure specific application types to launch wizards under the Wizard node in the Portal configuration. Add a child A/P type node under the wizard configuration node, and specify the CDR product family and the application type.

AP Type node in Portal configuration

Application types that are configured here will be shown in the Submit a Record page, and will launch the specified wizard when the user clicks them. If the user cancels the wizard, they will be returned to the Submit a Record page, not Start Project.

Note: Launching a wizard from an application type link in Submit a Record does not mean the wizard will necessarily direct the user to submit that type of application. It only starts the wizard process.

This enhancement also includes some new configuration settings for the Add Instrument widget on the Submit a Record page and the Wizard widget on the Start Project page. For example, the settings for the Add Instrument widget include a new Start a Project Page field.

Add Instrument widget configuration

This feature requires Infor Public Sector October 2022 or later.