How do you navigate from one form to another in a the same guided tour?

[amarino6]

Hi there,

Kind of new to service now, and I was looking to create a guided tour. I wasn't seeing in the documentation anything about making tour steps available across different tables/forms.

Example of what I mean:

I start my guided tour in the incident form and go through steps 1-3. After I press next(or any other trigger) on the third, I want to be redirected to lets say the problem form, meanwhile staying and continuing the same guided tour and then have step 4 show on the problem form. 

I was thinking this would be possible through the target reference, but wasn't quite finding a way to do it. I'm not sure at all if this is possible, or if I'll just have to keep making separate tours whenever I change from one form to another.

If my problem is not clear, please let me know and I can do my best to explain in more detail.

Thank You 

[larry_hudrick]

I discovered this accidentally.  I needed a tour to create a problem from an incident.  I found in the designer I could select a context for problem or incident but not both.  However, I went through the steps using a context of problem and found I was able to run the tour from an open incident.  Not really what I set out to do but end users are able to use the Guided Tour to submit a problem from an existing incident. 

[rohitsengar]

Hi Larry,

you can start the tour from incident list page and then create a step on incident link inside that list you want to create problem from (with trigger as "click" on element). Then you can click on the incident link, that incident will open in incident form and then you can continue your tour from there.

[rohitsengar]

Hi Amarino,

In case you are creating a tour on incident form. You created 1-3 step on incident form then you want to move to problem list or form. You create step 4 on problem list/form link on the left navigation with "click" trigger. As shown below,

Then click on that link and continue building your tour (step 5,6...n) on problem form/list page. Let me know if still there is any confusion.