How to change the wizard workflow

You can modify the workflows of wizards used for configuring procedures that run in the B2Core UI, such as client registration, authorization, password recovery, and others.

Change a wizard workflow as follows:

  1. Navigate to System > Wizards.

  2. Select the wizard you want to change and click the Edit button.

  3. Go to the Workflow tab.

For wizards that support additional steps, you can add or remove them from the workflow:

  • To add a step, click Add, select the desired step, and click Save.

  • To delete a step, click the bin icon in the step row, and then confirm the deletion in the displayed popup.

You can also restrict workflow steps for specific countries or client types:

  • Click the Actions button in the step row.

  • Select the restriction type: Country restrictions or Client type restrictions.

  • In the displayed popup, fill in the following fields:

    • In the Type dropdown, select the rule type:

      • Allow only — to allow the use of the step only for specific countries or client types.

      • Deny only — to prohibit the use of the step for specific countries or client types.

    • In the Rules dropdown, select one or more countries, or client types to which you want to apply the selected rule.

    • Set the Enabled option to Yes to apply the restriction.

  1. Click Save to apply the changes to the wizard workflow.