X-ERP Help

Wizard

An assistant bundles filters, inputs and actions and leads step by step to a verifiable result.

This is how it works

  1. In the filter or input area, select the data to be processed.
  2. Follow the steps shown and perform the intended action.
  3. In the results area, check which records have been processed and whether there are any open notes.

Cancel if the selection or preview does not match the intended operation.

Video

Watch Wizard – 00:38

Further information / source

Related topics

  1. For beginners – basics for daily work
  2. For beginners – basics for daily work › Login and logout
  3. For beginners – Basics for daily work › Adapt the language
  4. For beginners – basics for daily work › Progressive Web App

Frequently asked questions

What is the difference between EditView and Wizard?

The EditView edits a single record; a wizard guides you through a related process or several steps.