Can we auto launch a guided tour

ramanv0109
Giga Contributor

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?

1 ACCEPTED SOLUTION

AnveshKumar M
Tera Sage
Tera Sage

Hello @ramanv0109 

1. Navigate to Guided Tour Designer -> Configure Auto Launch

 

AnveshKumarM_0-1697546395281.png

 

2. Select the page on which you want to auto launch the Guided Tour

AnveshKumarM_1-1697546486951.png

 

3. Enable the Auto Launch by toggling the button corresponding to the tour.

AnveshKumarM_2-1697546543869.png

 

 

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 👍✔️

Thanks,
Anvesh

View solution in original post

2 REPLIES 2

AnveshKumar M
Tera Sage
Tera Sage

Hello @ramanv0109 

1. Navigate to Guided Tour Designer -> Configure Auto Launch

 

AnveshKumarM_0-1697546395281.png

 

2. Select the page on which you want to auto launch the Guided Tour

AnveshKumarM_1-1697546486951.png

 

3. Enable the Auto Launch by toggling the button corresponding to the tour.

AnveshKumarM_2-1697546543869.png

 

 

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 👍✔️

Thanks,
Anvesh

Thanks @AnveshKumar M for the quick help.