Settings Panel Wizards
Summary
- Inside the Settings Panel, Wizards provide an intuitive way to create and edit AdapTable objects
- There are a number of steps in each wizard enabling the object to be built in discrete stages
Most Settings Panel sections display a list of relevant Adaptable Objects e.g. Custom Sort or Column Formatting.
There is typically a button to create new, and buttons to edit / delete / share / suspend each existing item.
These buttons will launch Wizards - step by step UI controls designed to create Adaptable Objects intuitively.
Wizard Modules
The following Modules in the Setting Panel contain a Wizard:
- Alerts
- Calculated Column
- Charts
- Custom Sort
- Data Import
- Export
- Flashing Cells
- Format Column
- FreeText Column
- Layouts
- Named Query
- Plus Minus
- Schedule
- Shortcuts
- Styled Column
Wizard Features
Wizards contain a number of useful features including:
-
vertical menu on the left naming (and numbering) each step in the process
-
ability to navigate to a particular stop by clicking Ctrl (Command for Mac) and the number of the step
-
option to cycle through all the steps clicking Ctrl (Command for Mac) and either + or - key
-
full context-sensitive instructions and help regarding what is required in each step
-
information icon displayed next to steps which require information to be provided
-
if finish button is disabled, message is displayed explaining what is required to re-enable
-
intuitive summary screen providing at a glance information about the object created, together with buttons to edit each section of the wizard