Configurator Selection Wizards

When multiple configurators are available, it can be difficult to know which configurator specifically meets your document requirements. This type of wizard enables you to answer questions that the system uses to determine which wizard is the most appropriate configurator to use. In addition, this limits the need to track and remember configurator IDs. You can only use this wizard feature in conjunction with document types.

Configurator selection wizards determine which configurator to use for a document. If you are using a configurator selection wizard, you define the selection wizard that will select the appropriate configurator. Defining configurator selection wizards is similar to defining document creation wizards because you define a set of questions. However, configuration selection wizards guide you (the author) to the appropriate configurator rather than storing responses that are used in a contract.

When creating a question group, you specify which type of wizard the group is used with. However, you can log and track configurator selection wizard responses using the Generation Logging feature.

Use these steps to invoke a configurator selection wizard:

  1. Define any question groups, and create the selection wizard using the Manage Contract Library menu option.

  2. Access the Document Type Page.

  3. Click the Configurator Selector button, and then select the selection wizard you want to use for the document type.

  4. Use the Add a Document Pageto create a document using the document type for which the selection wizard has been defined, and click the Add Document button.

    The selection wizard automatically appears and you are asked questions that selects a wizard.

  5. Click the Finish button.

    The system displays the Create Document page again, this time with the configurator the system will use to create the document. You can run the selection wizard again if you want to change any answers that you initially provided prior to creating the document.

    If the wrong configurator is selected by the system, you can click the Configurator Selector button from this page and repeat the selection wizard question to change your answers.

  6. Ensure that you have entered a description for the document and click the Create Document button.

    The system creates the document and, if the configurator includes a document creation wizard, launches that wizard.