Creating a Wizard

Creating a new wizard consists of the following steps:

• Adding a new wizard to the catalog: Wizards are created in categories in Nintex Studio and can then be assigned properties and recorded

• Editing general wizard properties: Properties such as the wizard name and description are assigned in the Properties Pane

• Opening the wizard: Wizards are recorded and edited in the Wizard Editor

Adding a new wizard to the catalog

Follow these steps to add a new wizard to the catalog:

1. In the Catalog, select the category in which to create the wizard.

2. Do one of the following:

   • From the menu bar, select Catalog > New wizard.

   • Right-click the category and select New Wizard.

3. A new wizard is added to the catalog.

Editing general wizard properties

Follow these steps to edit the wizard's general properties:

1. In the Catalog, select the wizard whose properties you want to edit.

2. In the General tab, type the name you'd like to give the wizard.

   • Users who access wizards from the Nintex Robot can only see one line in the Name field. Make sure your title fits in the designated space.

3. Type the wizard description and keywords in the relevant fields.

4. Click Save Changes to save the wizard's general properties. To cancel your changes, click Discard.

Opening the wizard

Wizards are opened, recorded and edited in the Wizard Editor. To access the wizard editor:

1. In the Catalog, select the wizard that you want to record or edit.

2. Do one of the following:

   • At the bottom of the Properties Pane, click the Get Started or Edit Wizard button.

     • The button will read Get Started if the wizard is brand new (with no steps).

     • The button will read Edit Wizard if the wizard already includes some steps.

   • Press CTRL+E.

   • From the menu bar, select Edit > Open editor.

3. Right-click the wizard and select Open editor.

The Wizard Editor window opens, and you are ready to record or edit your wizard.

• To cancel the wizard opening, click the on the progress bar in the bottom-left corner of the screen.