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Creating Wizard Templates in Wizard Builder

Purpose

This guide details how administrators create, configure, and publish dynamic deal creation templates using the visual Deal Wizard Builder (/deal-wizard-list and /deal-wizard-list/wizard-builder/:id?) in Cashy-Hub.

1. Accessing Wizard Builder

  1. Click the Settings gear icon in the persistent top navigation bar (restricted to superadmin role).
  2. Click Wizard Builder (/deal-wizard-list).
  3. The templates master directory displays all active and draft category deal creation schemas.
  4. Click the primary button: + Create Template (or duplicate an existing template).
  5. The full visual builder mounts at /deal-wizard-list/wizard-builder.

2. Builder Architecture & Studio Layout

The Deal Wizard Builder features a unified 3-panel visual studio designed for constructing structured, category-specific deal creation questionnaires:

graph TD
    Top["NavHeader: Breadcrumbs | Discard Button | Save / Save and Go Back"]
    FormHead["Form Header: Wizard Name, Description, Active Toggle"]

    subgraph Middle ["Three-Panel Visual Studio"]
        Left["Left Control Panel:
        • Input Fields (Text, Text Area, URL, File, Image, Date)
        • Selection & Logic (Drop Down, Toggle, Checkbox)
        • Dynamic Category Fields"]
        Center["Center Canvas:
        • Steps Panel (+ Add Step, Rename, Reorder)
        • Field Items (Drag & Drop, Expand, Required Toggle)"]
        Right["Right Control Panel:
        • Assignments (Category, Condition, Shop/Branch)
        • Deal Checkpoints Step Mapping"]
    end

    Top --> FormHead
    FormHead --> Middle

3. Template Configuration Zones

Zone 1: Form Header

  • Wizard Name *: Descriptive template title (e.g. Luxury Watch Intake Form or Smartphone Inspection v2).
  • Description: Operational explanation of when and why this template is used.
  • Active Toggle: Enables or disables template execution in the live Deal Wizard.

Zone 2: Left Control Panel (LeftControlPanel)

Provides ready-to-use form controls grouped into three collapsible sections: - Input Fields: Text, Text Area, URL, File Upload, Image Upload, Date Picker. - Selection & Logic: Drop Down, Toggle, Checkbox. - Dynamic Fields: Custom attribute questions loaded live from the central database based on the selected item category. Clicking any field control or its + icon appends it directly to the active step on the center canvas.

Zone 3: Center Canvas (StepsPanel & FieldItem)

  • Step Tabs: Administrators can add custom steps (+ Add Step), rename them, and reorder their sequence.
  • Field Cards: Each added control displays as an interactive card on the canvas:
  • Drag Handle: Reorder fields vertically via drag-and-drop.
  • Quick Required Switch: Toggle whether the field is mandatory without expanding the card.
  • Expand / Collapse: Click a card to expand its full property inspector (Label, Placeholder, Helper text, Min/Max limits, Dropdown option values, File constraints, Camera capture).
  • Delete: Trash icon removes the field from the step.

Zone 4: Right Control Panel (RightControlPanel)

Controls template scope and workflow synchronization: - Assignments: - Apply to Item Category *: Select the category from the hierarchical taxonomy tree (e.g. Electronics > Mobile Phones). - Apply to Item Condition *: Scope the form to All Conditions, New, or Used. - Apply to Shop / Branch *: Choose Global (applies across all European branches) or select a specific store location (e.g. Vienna 1010 or Munich Main). - Deal Checkpoints Mapping: - Lists each custom step defined in the template and allows administrators to bind it to a Deal Checkpoint (e.g. Appraisal Complete, Vault Slotted). When store clerks complete the step in Deal Wizard Management Mode, the deal's central status advances automatically. - Save Action: Click Save (in update mode) or Save and Go Back to validate and persist the schema.