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10-17-2023 03:40 AM
We have created few Guided tours for end users in ServicePortal, and we want to auto launch few of them when a new user is logged in for first time.
Can some one help me on this?
Solved! Go to Solution.
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10-17-2023 05:45 AM - edited 10-17-2023 05:46 AM
Hello @ramanv0109
1. Navigate to Guided Tour Designer -> Configure Auto Launch
2. Select the page on which you want to auto launch the Guided Tour
3. Enable the Auto Launch by toggling the button corresponding to the tour.
Once a user marks the tour as complete, it will be recorded and it won't be auto launched for that user again. If you want to reset that for a particular user,
1. Navigate to the Guided Tour record.
2. Click on the override the tour auto launch related link
3. In the list opened open the record corresponding to the user and clear the Disable Auto Launch field check box.
Please mark my answer helpful and accept as solution if it helped you 👍✔️
Anvesh
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10-17-2023 05:45 AM - edited 10-17-2023 05:46 AM
Hello @ramanv0109
1. Navigate to Guided Tour Designer -> Configure Auto Launch
2. Select the page on which you want to auto launch the Guided Tour
3. Enable the Auto Launch by toggling the button corresponding to the tour.
Once a user marks the tour as complete, it will be recorded and it won't be auto launched for that user again. If you want to reset that for a particular user,
1. Navigate to the Guided Tour record.
2. Click on the override the tour auto launch related link
3. In the list opened open the record corresponding to the user and clear the Disable Auto Launch field check box.
Please mark my answer helpful and accept as solution if it helped you 👍✔️
Anvesh
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10-18-2023 05:40 AM
Thanks @AnveshKumar M for the quick help.