There are two ways you can add a custom Advice Option (AO) or Advice Reason (AR) to a step of a section wizard.


1. Via the Advice Options & Reasons Library.

2. 'On the fly' from within the step of a wizard section.


1. Via the Advice Options & Reasons Library 


From your dashboard go to Customisation > Advice options & reasons, select the section and the step, and the selectable options contained within that step will be displayed below.



If a step has both AOs and ARs, you can view the ARs of an AO, and add custom ARs to it, by clicking view advice reasons.



To add an AO / AR, click Add advice option or Add advice reason. A new window will open where you will be prompted to include your custom option and then save it to your library.


If the step has categories, you will also be prompted to add the option to a category.




2. 'On the fly' from within the step of a wizard section.


This article explains how to add a custom option and share it with the team from directly within a step with just a couple of clicks.