Assisted setup module in Dynamics 365 Business Central

INTRODUCTION

This module contains all pages that are used by assisted setup guidesin Business Central. Assisted setup guides provide step-by-stem guidance that helps simplify the process of setting up complex features.

WHAT HAS BEEN DONE

We have combined the assisted setup capabilities that already existed in Business Central in this module. If your extension provides setup assistance through a guide, you can add that guide to Assisted Setup for easy discoverability.

WHAT THE MODULE PROVIDES

The Assisted Setup module provides capabilities for:

  • Adding anassisted setup guide for a given extension, page ID, an optional video link that explains the feature, and a help link where the user can read more about it.
  • Adding a translation for the name of the setup record. This is helpful when the extensionis available in multiple languages.
  • Checking whethera user has already completed the steps in an assisted setup guide.
  • Completing an assisted setup guide, typically from the guide itself when the user clicks Finish.
  • Running an assisted setup guide page that takes the user through the various steps to setup an extension.

You can subscribe to the following events in the module:

  • The OnRegister eventnotifies the extensions that they can add setups.
  • The OnReRunOfCompletedSetup event notifies that someone is runninga guide that has already beencompleted.
  • The OnAfterRun event lets subscribers react when a user completes the steps in a guide.

USAGE EXAMPLE

The Base Applicationadds quite a few assisted setup guides by subscribing to the OnRegisterevent. In the following example, the Data Migration Wizard is being added to the Assisted Setup through the API exposed for the module. See the details forcodeunit 1814 Assisted Setup Subscribers,which shows that the Data Migration Wizard, is added along with a video and a link to more information. Also, the English (United States) translation for the name is added.

CurrentGlobalLanguage := GLOBALLANGUAGE; // Getting Started AssistedSetup.Add(GetAppId(), PAGE::"Data Migration Wizard", DataMigrationTxt, AssistedSetupGroup::GettingStarted, VideoImportbusinessdataTxt, HelpImportbusinessdataTxt);GLOBALLANGUAGE(1033); AssistedSetup.AddTranslation(GetAppId(), PAGE::"Data Migration Wizard", 1033, DataMigrationTxt); GLOBALLANGUAGE(CurrentGlobalLanguage);
Go to the Assisted Setup module on GitHub by clicking here.

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