on - edited on by
Steph Morillo
What is Guided Setup?
Guided Setup allows admins to easily configure any product or application that includes a Guided Setup module. With this feature, organizations can efficiently plan and execute the roll-out of a product, performing essential configurations to ensure a smooth launch of the application.
Store Guided Setup
The Store version of Guided Setup is built on the Next Experience UI Framework and allows admins to create their own Guided Setups. To create your own Guided Setup, or see the products that are using the new Guided Setup, in the All menu navigate to Adoption Services > Guided Setup.
The Store version of Guided Setup has the following features:
- Step-by-step task process to complete configuration of product(s)
- Work on the pre-checklist before starting the setup
- Install dependent plugins from within the guided setup
- Complete table form actions
- Complete iFrame actions
- Read article/documentation applicable for setup
- Refer to videos relevant for the setup
Legacy Guided Setup
Prior to San Diego, Legacy Guided Setups were built on AngularJS and shipped with a family release version. Some of our products may still have Legacy Guided Setups which are still applicable and suggested for use, such as the Knowledge Management Guided Setup, etc.
Why should you use Guided Setup?
Guided Setups released from ServiceNow enable admins to step through the initial configuration of any product or application that provides a Guided Setup module and assists with planning the roll-out of the product and performing basic configuration.
Guided Setups walk through modules of configuration from basic to more advanced capabilities and track your progress along the way. Categories provide information, such as planning, guidance, pre-setup steps, and links to useful help content as well as links to where the configuration is performed.
The Store version of Guided Setup enables Customers and Partners to build configurable, dynamic, and repeatable guided setups.
Who can use Guided Setup?
Users with the admin and Setup Help Setup Admin (sn_help_setup_admin) roles can create or modify Guided Setups (not Legacy).
How do I get started with Guided Setup?
Step 1: Documentaiton |
Step 2: Training |
Step 3: Best Practices |
Step 4: Further Resources |
Step 1: Documentation
For an overview of Guided Tours and its functionalities per release, see the product documentation.
Release Highlights
Vancouver
Step 2: Training
Now Learning Training
As recommended above, you should be familiar with administrating on the Now Platform. ServiceNow Administration Fundamentals On Demand.
Knowledge
CreatorCon is a special program of sessions and training that runs every year during our Knowledge conference. Every year, we get access to new great presentations and courses about our Now Platform Products.
Developer Program
Next, request a Personal Developer Instance (PDI) to practice what you learned.
Step 3: Guidance and Best Practices
Whether you're new to ServiceNow System Administration or looking to find out the latest information and best practices, we have resources to help you understand how to use Admin Experience features effectively.
Platform Academy
The Platform Academy is a series of live sessions focused on platform topics. The academy occurs every other week on Thursday (9 am PST). There will be product experts on hand to demonstrate concepts, best practices, provide guidance, and answer questions in a live setting.
You must register to receive an invite, and you can register for the entire series at one time.
September 29th, 2022 - Adoption Services (Guided Tours, Guided Setup, Help Center)
Step 4: Further Resources
Developer Program
In addition to PDIs and courses, the developer program publishes blogs, podcasts, and videos about our Admin Experience products.
