Link to a Wizard

Provide access to wizards via links, such as defining a new module or sending a link via email (public wizards only).

About this task

Desired Action URL schema
Start a new wizard or resume an in progress wizard if the user is logged in https://<base URL>/nav_to.do?uri=expert_shell.do?sysparm_sys_id=<wizard sys_id>
Require the user to restart a wizard from the beginning regardless of previous progress https://<base URL>/nav_to.do?uri=expert_shell.do?sysparm_sys_id=<wizard sys_id>%26sysparm_initial=true

Example - Define a Wizard Module in Self-Service:

Procedure

  1. Navigate to System Wizards > Wizards.
  2. Open the wizard.
  3. In the Roles field, add the user roles that have access to the wizard.
  4. Right-click the header and copy the sys_id for the wizard.
  5. Click Update.
  6. In the navigation pane, right-click Self-Service and select Edit Application.
  7. In the Modules related list, click New.
  8. Enter the following information and save the record.
    • Title and Order
    • Link type: URL (from arguments)
    • Arguments: /expert_shell.do?sysparm_sys_id=<wizard sys_id from step 2>