Questions and options can be added to the lines in Processes within a recipe. The purpose of doing this is to guide the user through selections that configure the quotation. A wizard is below with each section highlighted. In this article we will configure (1) and (2) within operations.
Options (1) allow the user to select from presets which apply a group of predetermined settings to the process. The group of settings are used in the calculations that determine the cost of the process
Questions (2) ask the user to enter information which is then used to update a specific field in the process. For instance a question may ask the user to estimate the time required to complete the process, or a cost for outwork.
Accessing the Wizard
The wizard page is accessed by drilling down through the products list to product variation and then to the recipe editor. Select the product from the settings, products. Select the recipe from the list of variations.
Options are presented to the user in a wizard as a dropdown list of process presets. Process presets are explained on this link. For a given process there may be any number of presets, but only a limited number of relevant presets are assigned to the product wizard.
When the recipe wizard editor opens after pressing (2) in the top image, select the operations section (1). Click in the wizard label column (2) and enter in the statement that you want the user to see in the wizard in front of the drop down list
Click on the options button (3) to open the list editor
Add a new line to the options by pressing button (1). Click into the option column on the new row (2) to access the dropdown list of existing preset (3). If there are no presets on the list you will need to create them first. Select the first option (3) and save with the button (4). You can then edit how the option wording by clicking into (5).
Repeat this process for each of the other options you want to present to the user in the dropdown. You can reorder order the options in the list by entering a sort number in the "Order" column. When completed then press the close button (6)
Questions asks the user to enter information to update a specific field that may be used in the cost calculation. To Add a question we do the following
Firstly click on the questions button (1) on the row you want to add a question. Press the [add question] button (2) to add a new row to the list of questions. Enter the text of the question you want the user to see (3). Select a field to update (4). The list of fields and their explanation is below. Save the select by pressing the save button (5). Repeat this process until you have completed the questions for this row, and press the close button (6) when complete
The list of common fields available for questions and their explanations is as follows:
|Override the calculated time
|Allows the user to enter to total time for the process which overrides the calculated time. Useful for processes like installation where the time is not easily calculated
|Number of Passes
The user enters a number which determines who many times the process is repeated. The question must give guidance to the user. For example
|Enter the Setup Time
|This changes the setup time element of the time calculation. For project work this might be the entire time for the process so for some formulas this achieves the same purpose as "Override the Calculated time". The entry is in minutes by default
|Enter the run rate
|This changes the run rate used in the calculation. In most cases a preset would be a better method to apply standard changes to run rates
|Number of Components
This changes the the number of components processed for a given row. Common examples might be:
|Operations Charge Price
|Changes the charge rate for the process. A preset may be a better option here