How do I develop step by step guided form filling to create a new record?

[prashantgadgil]

1. I have a requirement that using Platform UI, when I click on a custom UI action link on a form, instead of asking the user to fill out the whole record form completely in one view, I want to guide the user to fill out sections of the form in multi step flow.  

Example of it as reference is : Login as admin >> Self Service >> My Profile >> Reset a password UI action link...

What is the method to develop such navigated form entry?

2. Similarly what is a way to redirect to a custom form with custom fields on a custom table.

e.g   Login as Admin >> Self Service >> My Profile >> Change password UI action link...

Again this is all in Platform UI, not in Service Portal.

Thanks in advance.

Prashant

[Bob Fulkerson]

Hi Prashant,

You can create a multi step record creation process using record producers, see   - Record Producer for details.   After you have that set up, you can define a UI action that directs the user to your record producer by adding the following to the script field in the UI action:

var url = 'com.glideapp.servicecatalog_cat_item_view.do?sysparm_id=<sys_id of your record producer here>';

action.setRedirectURL(url);

[prashant_gadgil]

This seems to work to show record producer UI inside the platform UI. But how do you make the record producer UI itself Wizard like to create multi-step flow to collect all data. Currently all required record producer fields are requested on the record producer page. Is there a way to give Wizard like approach to Data collection?

[Michael Ritchie]

Password reset uses custom UI pages, but there is a very old feature called Wizards that may work for you:

Wizards

[prashant_gadgil]

Are the wizards deprecated in Jakarta? How to I create wizards in Jakarta?