Custom Guided setup - Skip option

[Stefania3]

Hello,

I am creating a Guided setup for a custom app. And I would like to add a Skip option to some tasks, like it is on the OOB ones. There seems to be a "Skippable" field on the Help Guidance Step [help_guidance_step] table, which by default is set to false. However, even when I manually set it to true, nothing happened on the task in the guided setup.

Is there a way to have the Skip option on a Task in a custom Guided Setup?

Thank you!

Stefania

[SwarnadeepNandy]

Hello @Stefania3,

I did some research and found out that the Skippable field is not the only factor that determines whether a task can be skipped or not. There are also some other conditions that need to be met, such as:

• The task must have a Skip condition defined, which is a script that evaluates to true or false. If the script returns true, the task can be skipped; otherwise, it cannot.
• The task must have a Skip action defined, which is a script that runs when the user clicks the Skip button. This script can perform any actions that are needed to skip the task, such as updating records, setting properties, etc.
• The task must have a Skip message defined, which is a message that is displayed to the user when they skip the task. This message can explain why the task can be skipped and what are the consequences of skipping it.

To define these fields for your custom tasks, you need to go to the Help Guidance Step table and open the record for your task. You can then fill in the fields under the Skip Options tab. You can also use the Test Skip Condition button to test your skip condition script and see if it works as expected.

Alternatively, you can also use the Guided Setup Designer to create and edit your tasks and their skip options. The Guided Setup Designer is a graphical tool that allows you to design your Guided Setup in a visual way. You can access it by navigating to System Definition > Guided Setup Designer. You can then select your Guided Setup from the list and click on Edit. You can then drag and drop tasks from the left panel to the right panel and configure their properties, including their skip options.

I hope this helps.

Kind Regards,

Swarnadeep Nandy

[Stefania3]

Hi @SwarnadeepNandy,

Thank you for your reply!

I tried following your instructions, but there is no Skip Options tab on a record in the Help Guidance Step table. The Skippable field is also hidden OOB, I found it by looking into the table.

Also, I cannot find the Guided Setup Designer you mentioned. I did however find a Guided Tour Designer, which is also mentioned in the  article you've linked. Unfortunately I am building a Guided Setup (Adoption Services > Guided Setup), not a guided tour.

Could you please provide a different link with the information you found about the extra conditions? The first link redirects to Bing AI and I wasn't able to find anything about the extra factors you've mentioned.

Kind Regards,
Stefania