How to create the same gaided tour on multiple records in CSM configure workspace

taiga nakano
Tera Contributor

We would like to know how to create the same guided tour for the four records in the image below.

Please remember me.

 

スクリーンショット 2024-07-04 144419.png

3 REPLIES 3

Mexiprince
Kilo Sage
Kilo Sage

Your question  is incomplete. The Guided tour is it for the List Menu All, Customer, Interaction and Knowledge, or the 4 Interaction records displayed ? For Guided tours you can configure using the Guided Tour Designer or Platform /Classic Experience. If you create a guided tour you can copy same from the platform view, but ensure to modify the tour page and call ours as needed. Ensure if same table record one tour will work.

taiga nakano
Tera Contributor

I would like to grant the 4 Interaction records displayed.

Mexiprince
Kilo Sage
Kilo Sage

@taiga nakano . One Guided tour should do, since all 4 are same record type Interaction. You can create the tour from the Guided tour designer or the platform/classic interface under the Guided tour menu. Review the product document

 

Guided Tour Designer > Create Tour

 

Guided Tour Designer > Guided Tours > New(Click New button on the list)

 

https://docs.servicenow.com/bundle/washingtondc-platform-user-interface/page/build/help-guided-tours...

 

or this course on Now learning

 

Train Users at Scale with Guided Tour Designer

https://nowlearning.servicenow.com/lxp/en/now-platform/train-users-at-scale-with-guided-tour-designe...