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Adjust Service Wizard with Excel or CSV

Learn how to configure the Service Wizard with excel, fill in the category and content tabs, and customize the color scheme.

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Written by Charlotte Kolb
Updated over a year ago

Step 1: Adjust Wizard Settings

If you select 'Disable Categories', you can directly reference all solutions, making the Wizard driven primarily by search. However, note that your employees will no longer be able to click through the Wizard.

If your table has categories without included elements, enable 'Hide Categories Without Included Elements'. This allows you to fill in categories later, and they will appear automatically. You can show or hide the search as needed.

Select a file from your media archive to proceed.
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You can use our headful Excel template to see how it needs to be structured in order to be reflected in the Service Wizard. Further explanations about the Excel table can be found here.

Step 2: Fill in Category Tab and Content Tab

Fill in the 'Category Tab' and 'Content Tab' fields. If you're using our original template, enter 'Category Structure' in the Category Tab field and 'Content' in the Content Tab field. If you've renamed the Excel sheets, just enter your own sheet names.

Step 3: Save and Customize Color Scheme
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By enabling save selected items in the URL, your employees can share solutions directly with their colleagues. Additionally, you can customize the color scheme for the entire component to suit your preferences.

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