TEMENOS T24

Enquiry Wizard

User Guide

Information in this document is subject to change without notice.

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electronic or mechanical, for any purpose, without the express written permission of TEMENOS Holdings NV.

Copyright 2005 TEMENOS Holdings NV. All rights reserved.

Enquiry Wizard

Table of Contents
Introduction.............................................................................................................................................. 3
Application Overview ........................................................................................................................... 3
Launching the Enquiry Wizard............................................................................................................. 3
General Layout .................................................................................................................................... 4
Stage 1 – Enter Enquiry ID and Delete Enquiry .................................................................................. 5
Stage 2 – Enter Enquiry Details........................................................................................................... 7
Stage 3 – Select & Order Fields .......................................................................................................... 8
Stage 4 – Column Properties............................................................................................................... 9
Stage 5 – Summary ........................................................................................................................... 10
Stage 6 – Confirmation ...................................................................................................................... 11
Known Issues..................................................................................................................................... 11

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Enquiry Wizard

Introduction
Application Overview
The Enquiry Wizard allows you create enquiries in T24 through a simple guided user interface.
Customisation is minimal as to make the process quick and easy. The Enquiry Wizard allows users to
create customised enquires based on existing T24 applications. The Enquiry Wizard also allows
users to delete existing enquires.
To be able to create new enquires you must be signed on in ToolBox.

Launching the Enquiry Wizard

The Enquiry Wizard can be launched from the Tool Box main screen, by going to ‘Designers and
Wizards’ and double-clicking on the Enquiry Wizard icon.

The Enquiry Wizard can also be launched via the Tool Box tool bar, under Go To>Designers and
Wizards>Enquiry Wizard

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Enquiry Wizard

General Layout
The wizard navigation buttons are placed at the top of the screen (similar to a web-browser) and the
wizard stages are shown below them. Each stage will be highlighted as the user progresses through
the wizard.

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Enquiry Wizard

Stage 1 – Enter Enquiry ID and Delete Enquiry

This stage allows users to specify the new enquiry ID to be created. The ID must be unique as
modifying an enquiry is not currently supported by this wizard.

Enter the ID you wish to create for you new enquiry in the field shown and click ‘Next’ (right arrow
icon) to proceed to the next stage. The ID will be validated and the next stage shown. If the ID
specified already exists on the ENQUIRY application in T24 then the user will be prompted to specify
an alternative.

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Enquiry Wizard

This stage also allows the user to delete an existing Enquiry. Click to the ‘Delete Existing Enquiry’
button to display the ‘Delete Existing Enquiry’ dialog.

The ID of an existing ENQUIRY record can be given and click the ‘Delete Enquiry’ button to delete it.

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Enquiry Wizard

Stage 2 – Enter Enquiry Details

Enter the T24 application you want to query. This can be any valid T24 Application. Here you can
also enter the Screen Title for the new enquiry in the second text field.
Again if any of the data input by the user is not correct then the user will be prompted to modify it
before the next stage is displayed.
Note the ‘Previous’ button is now highlighted allowing the User to return to step back and change the
Enquiry ID in the previous stage.

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Enquiry Wizard

Stage 3 – Select & Order Fields

On the left is a list of available fields, on the right is the list of fields that will appear in the new enquiry.
To add fields click the “Add Field” or “Add All” button, and to remove field click “Remove Field” or
“Remove All” button. The order in which the fields appear in the enquiry can be changed by selecting
the required fields and clicking the up or down arrow buttons to modify it’s position in the list.

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Enquiry Wizard

Stage 4 – Column Properties

The columns selected in the previous stage are displayed horizontally as they would be on the
submitted enquiry. Here the user can modify the header text i.e. the column header by clicking on the
text. An input box will be displayed and new text can be entered.

This stage also allows the columns to be re-ordered. The column header can be selected by holding
the left-mouse button down and dragged to a new position.

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Enquiry Wizard

Stage 5 – Summary
This stage displays a preview of how the enquiry will be displayed by T24 Browser. The Enquiry ID is
displayed and the file that it is based on.
If the preview is correct and displays all the required information in the correct format then this enquiry
can be created by clicking on the ‘Create Enquiry’ button. If any corrections need to be applied then
the ‘previous’ button (left arrow icon) can be used to return to the previous stages to make necessary
adjustments.

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Enquiry Wizard

Stage 6 – Confirmation
If the enquiry definition has been accepted by T24 then this stage will provide confirmation. If any
errors where encountered then they will be shown.

The user can create another enquiry by clicking ‘Next’ which will take the user back to the beginning
stage.

Known Issues
Description
When creating an Enquiry based on an
Application that has a high number of fields the
column list is never returned.
Solution
Due to the workload the server processing time
may exceed the time out threshold on the TC
Server. In this case it may become necessary to
increase the timeout threshold so that the
response be sent to the Enquiry Wizard.

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