Wizard Properties

Library Resources Workflows Bulletin 1

Topic: Wizard Properties

Related Topics: Local Tool Bar Management bulletin #2

Introduction: Each wizard has properties which provide window defaults and various control settings for each wizard. Any changes made to properties are saved on that user's workstation (computer). There are two choices on the wizard property window:

Wizard Startup: Displays the Set Properties window the first time you access the wizard until you end the wizard session or log off the client
Never: Does not display the Set Properties window the first time you access the wizard. If Never is selected and you want to open the Set Properties window, point to the wizard's tool bar button, right-click, and then click Properties on the shortcut menu.

If a tab does not contain any information, the tab will not display. For example, the Checkout wizard does not contain any Defaults properties.

If you right click on a wizard and properties is grayed out, the wizard properties can not be customized.

Use steps to display or modify properties for a specific wizard

1. Place the insertion point over a wizard's icon (example New User Registration fig 1)

2. Click the right mouse button

3. Click Properties to display each wizard's Set Properties window

4. After you exit/close Workflows you will be prompted by a dialog box whether you want to save changes

fig 1

Notes: If you set properties using the right-click method, when exiting the client, you will be prompted whether or not to save changes to properties. If properties are set when using the wizard (a left mouse click), changes are not saved when exiting the client.

Common properties settings:

Library - school location
Profile - S4
Birthdate - 01/01/2007
Search
- Type - keyword
- Index - title
- Library - school location

Item
- Type - biography
- Location - stacks

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updated 07/08