Creating a guided tour for an existing record or record in process
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11-19-2024 12:43 PM
Many if not all of the guided tour example scripts I have seen center on creating a new record. IN this particular case, I want to create a tour that takes an existing record and moves it forward in the workflow.
Here is the problem. If I decide to design the tour by starting on the detail page of the record, I can create the tour based on how this form appears with the record in process. However, when I preview the tour, the tour brings up the Open/new form, with empty fields, etc. this form is dynamically different when an existing record is displayed vs a new record, and so the tour gets confused since the form appears different, and the tour fails.
I tried to work around this by starting the tour from the list view, and asking the user to select a record in process with a specific state value. However, if i create the callout from the left most column, record number / link the tour will only run if that exact record is selected. The tour user has no ability to pick 'any' record from the list view, they can only pick the same one that I selected to create the tour. Having the tour rely on a specific record being present and maintaining that same record in the same state does not seem like a practical solution to me.
Does anyone have any suggestions for creating a guided tour around advancing a record in process to the 'next' state in a workflow? It seems the tour is only capable of creating new records.
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12-06-2024 03:34 AM - edited 12-06-2024 03:42 AM
Hey StevekeiperSK,
Ran into a very similar problem when trying to setup a guided tour and looking through the documentation struggled to get it to run on a record without the hardcoded sys ID as the starting point.
What I found was that the on the route parameters field a property of isDynamic has to be set to true in order to pickup the tour on any record no matter on the state so long as the view of the record aligned with what was set in the context field.