How to template Actions like a Package

How to template Service Actions like a Package

PCR has received a couple of questions recently about selecting Packages on an Order to quickly add multiple Actions. There is already functionality that does this built into the application and this “How to” explains this process.

To set up Form Perspectives to accomplish similar work to the Packages functionality Users will need to first set up an example 'Add 360 Wizard', then save a Form Perspective, and finally apply the Perspective whenever that set of Actions are desired. The following steps will help to clarify how to accomplish using Form Perspectives on the Add 360 Wizard.

In order for Users to set up Form Perspectives to use as Packages, there first must be SDCs set up for the Services and Actions that are desired. To do this please see the SDC video wiki .

Setup Example Add Wizard

Open 360 Wizard

The first step is to open the Wizard.

1. First open the 'Add 360 Wizard' form.
   

   

2. To open this form search for a Location or Owner, (Contact  or Department Hierarchy ) with the search bar

3. 

    
4. Select any matched Contact, Department Hierarchy, or Location in the 360 Search results.
   

   

5. Click the 

   

   button to open the previously selected record or double-click the record in the grid.
6. Go to the Services tab on the opened 360 View form.
   

   

7. Click the 

   

   button.

This will open the 360 Wizard for Add Actions . At this time only Add Actions can be templated in this manner. This is because the Change and Remove Wizards must be able to reference a specific Service ID and cannot be added in bulk in this manner. With the form now open the next step is to create the template desired.

Create a Template

With the 360 Wizard already open a User can begin to create a template for the Form Perspective.

1. Since this is intended to be used for templating groups of Actions leave the Existing Service Order picker blank. It can be filled in later in the process if desired.

       2. Click the picker to add a Service Rep for the Order.

       3. If a Requestor is desired, add them with the picker.

       4. Users can add multiple lines to the 360 Wizard with the 

       5. In the 'Qty' column select the number of Actions that are desired for a given Service Catalog. In the example image , there are two Add Actions selected for the first Service Catalog and just one Action for the other two Service Catalogs.

       6. In the 'Catalog' column select each Service Catalog that is desired. In the example, there are three different Service Catalogs selected; Voice Line, Authorization Code, and Cable Television.

       7. For each row an Owner should be selected. These can be either a 'Contact Owner' or a 'Department Owner' and in the example, the first and third row is set as a Contact, while the second row is set as a Department.

       8. The SDC' column can be set for each of the Service Catalogs rows.

• If different SDCs are desired for the same Service Catalogs, simply add multiple rows with the same Service Catalogs, but assign different SDCs to the different rows.

Example Image

Save the Form Perspective

Once the 360 Wizard form has been filled in with the desired values a User can start to build the Form Perspective.

1. At the upper right part of the form click the Options > Save Perspective link.
   

   

2. Select a 'Name' for the Perspective. The Name should make sense to the Perspective desired.
   

   

3. Click the 

   

   button.

Use the Perspective like a Package

The Perspective is now saved and ready to go whenever a User would like to quickly add the Actions that are saved in the Perspective.

1. Open the 360 Wizard for Add Actions. The steps to do this are the same as the ones in the Open 360 Wizard section of this "How To".
   

   

     2. When the Wizard is open click the Options > View Perspective link.
         

     3. Select the New Employee Package Perspective that was previously set up.

     4. Switch to this Perspective by double-clicking it, or selecting it and clicking the 

     5. The form's fields fill in automatically based on the template previously set up.
         

     6. Users can set the wizard to create a new Service Order by leaving the picker blank.

     7. Selecting an Order with the Existing Service Order picker will append the Actions to that Order.

     8. To set the GLA for the Actions a User can now select the GLA button on the wizard and set whatever GLA information is required.
        

       9. Click the 

This will trigger the Add Wizard to build the Add Actions that were specified. As many different Form Perspectives that are needed can be created to allow Users to rapidly build Orders moving forward.

Note: These Form Perspectives can be Shared with other Users to allow a single User to create these Form Perspectives, and for other Users to use these Perspectives without having to have built the Perspective manually.