Wizard - Control Menu

The Wizard Control Menu gives you the ability to open a Wizard for data entry.  Similarly to the Windows Explorer, you can collapse and expand a level within the menu using the plus (+) and minus () buttons.

Tips:  

Example:

 

Directions:

1.  To expand a level, which reveals the options within that level, click the plus (+) button.
Example
:  To open the Create level, click plus (+) next to Create.

2.  To collapse a level, which hides the options within that level, click the minus () button.
Example
:  To close the Edit level, click minus () next to Edit.

3.  To select an option, which opens the associated Wizard, click the option within the appropriate level.
Example
:  To open the Wizard for editing a YourRecordName, click YourMenuOption.

Other Wizard Topics