WorkFlows Interface > Understanding Properties

Understanding Properties

Each wizard has properties which provide window defaults and various control settings for each wizard. SirsiDynix provides a set of system properties. When a client session is started, the delivered properties are downloaded to the workstation. Any changes a user makes to properties are saved on that user’s workstation. The changes will be displayed the next time the wizard is used.

Use these steps to display or modify properties for a specific wizard.

If you set properties using the right-click method, when exiting the client, you will be prompted whether or not to save changes to properties. If properties are set when using the wizard (a left mouse click), changes are not saved when exiting the client.

If you access properties using the right-click method, press the F1 shortcut key to display help. The Help button cannot be used to display help for dialog boxes.

Wizard Properties Tabs

Properties may contain the following tabs.

Behavior – On the Behavior tab, you can preset selected field values and select which next steps and/or tabs will display with a specific wizard or helper. Some wizards will contain an At End of Wizard screen area, in which you can select which next step buttons display at the end of the wizard work flow or select which action the wizard should automatically perform as the last step of the wizard.
Defaults – On the Defaults tab, you can preset field values and select which information will display with a specific wizard or helper.
Helpers – On the Helpers tab, you can select which helpers will display with a specific wizard or helper. You can configure properties for helpers by clicking on the button under the helper name in wizard properties.

Administrators and supervisor-level staff have access to Behavior, Defaults, and Helpers properties. Other staff have access to only Defaults properties.

If a tab does not contain any information, the tab will not display. For example, the Checkout wizard does not contain any Defaults properties, and so the Defaults tab does not display.

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