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Create a New Account Wizard

Imagine you've provided end users with an account page that displays basic account information. Perhaps there's a Deck at the top of the page flagging hot accounts, and each individual account record includes a drawer that displays the account's contacts. Maybe users can even open a sliding panel to see full account details.

Sounds like a useful page, doesn't it? This is a great place for users to manage their daily workflow, so it's smart to allow them to stay there as much as possible.

But what happens when the user wants to add a new account to the mix? If they Add a Record to the list on the page described above, they can only capture data for the fields that are displayed in the accounts Table. And how do they add the account's contacts and associate them with the account? Do they need to leave the accounts page to make these updates?

No. With a Wizard component, users can do it all on one page!

Assumptions

Note: 

The steps below assume that you have a page with:

  • A list (a Table or List component) on a model that displays account names and information.
  • A model that displays contact information
  • A way to access contacts for individual accounts (for example, a row action that opens a drawer, a modal, or a sliding panel ).

Connections such as Salesforce have built-in entities to collect and contain account and contact information. However, the "create new record" process described below can easily be adapted to create new records for other types of connection entities.

Create a New Account

The steps below set up a step-by-step "create new record" process on the account page, using a modal and the Wizard component, and add associated contacts to that account.

Preview and test

Now, try it out! The Wizard is a powerful and flexible tool for creating step-by-step workflows that save users time and frustration.

  • Need to add a few fields, or reorganize the Forms? Go ahead and edit the Wizard.
  • Want to add a third step? Click add Add new step and start building.

Use the File Upload Component in Wizards

When creating a new record, end users may want to attach a document to the record using the File Upload component.

However, when using the File Upload component in a Wizard that creates a new record—like the example on this page—the File Upload component cannot attach the uploaded file to a newly-created record until the record is saved.

Assumptions

Note:  This assumes you have a Wizard with a step that involves creating a new record, followed by a step to attach a file to that record.