How do I develop step by step guided form filling to create a new record?

[prashantgadgil]

1. I have a requirement that using Platform UI, when I click on a custom UI action link on a form, instead of asking the user to fill out the whole record form completely in one view, I want to guide the user to fill out sections of the form in multi step flow.  

Example of it as reference is : Login as admin >> Self Service >> My Profile >> Reset a password UI action link...

What is the method to develop such navigated form entry?

2. Similarly what is a way to redirect to a custom form with custom fields on a custom table.

e.g   Login as Admin >> Self Service >> My Profile >> Change password UI action link...

Again this is all in Platform UI, not in Service Portal.

Thanks in advance.

Prashant

[Michael Ritchie]

This feature has been in the platform for the almost 7 years I have been familiar with it.   Here is the same documentation, but flagged as Jakarta:

Wizards

Make sure you follow these instructions to make the System Wizards application available:

Activate a system wizard

[prashant_gadgil]

Wizards app is deactivated by default. After activation it worked.

Thank you very much.

[Aditya Telideva]

Hi Prashant,

Guided Tour definitely is definitely an amazing out of the box solution in Jakarta. But then, the solution is still a bit naive and needs a lot more features.

It's just a product tour whereas there are already many commercial products which have a lot more advanced features.

Say, for example, check out Whatfix. It is an interactive guidance and product adoption platform available on ServiceNow. And it can be used extensively on the platform irrespective of its pages or elements. (i.e it's not restricted to forms like Guided Tour Designer) If you want to learn more, this article will help you with it - The Swiss Army Knife For ServiceNow Training & Support - Whatfix Academy

Whatfix's interactive walkthroughs look pretty much like this: