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A procedural page walks you through a step in the process of creating a transaction or template. Procedural pages usually ask questions that you answer using the fields and controls on the page. The New Transaction and New Template pages are examples of procedural pages.
See an example of a procedural page.
The following table provides information on working with information displayed in procedural pages. Not all actions are available in all procedural pages, as indicated in the activity description.
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Action |
Description |
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Choose a transaction or template creation option |
Select the option button for the desired creation option. You might also have additional selections to make for each creation option. For example, for the Create an Instrument creation option, shown below, you must also specify the Bank Branch for the new instrument: |
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Proceed to the next step in the transaction or template creation process |
Press Next Step at the bottom of the procedural page. Note: This action is not available from the last step in the creation process. |
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Go back to the previous step in the transaction or template creation process |
Press Previous Step at the bottom of the procedural page. Note: This action is available only from the Step 2 or Step 3 pages. |
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Display help for the procedural page |
Press the |
icon in the page heading to display page-level help for the current page.