Guided Tours on EC Org Chart Not Showing Up

[Erik Nelson]

Hello,

I've been building out Guided Tours and all has mostly gone smoothly, but I have one Tour that just refuses to appear. We're wanting to put a Tour on the Employee Center Org Chart page (my_org_chart) and I can build out, test, and publish the Tour however it does not display as an available Tour. I will note that it does change the SP page from "my_org_chart" to "org_chart" and adds in the Options of "{"isMapped":true,"actualContext":"my_org_chart"}". I get the feeling this might be what's impacting it, but it's automatically changing on creation of the Tour. Has anyone else seen this and were you able to find a workaround?

Thanks,

Erik

[Rahul Kumar17]

Hi Erik,

It sounds like there might be an issue with how the Guided Tour is being mapped to the specific page. The fact that it's changing the SP page and adding in options could be causing the Tour to not display as an available Tour.

One potential workaround you could try is to manually add the Tour to the specific page using the "Add Tour to Page" option. To do this:

1. Open the Employee Center Org Chart page (my_org_chart) in Service Portal Designer.
2. Click on the "Options" dropdown in the top right corner of the page and select "Add Tour to Page".
3. Select the Guided Tour you want to add to the page from the dropdown menu.
4. Click "Add Tour to Page" to save the changes.

This should manually map the Guided Tour to the specific page and ensure that it's available for users to access. If this doesn't work, there may be a deeper issue with the Tour or the page itself that would require further investigation.

Thanks,

Rahul Kumar

[Erik Nelson]

Hi Rahul,

Thanks for your reply. Unfortunately, I'm not seeing "Options" on the Portal Designer view, just Portal, Page, and the "View page in new tab" in the top right corner. This is regardless of the application scope selected. Is this something specific to version? We're on Tokyo Patch 7.

Thanks,

Erik

[Rahul Kumar17]

Hi EriK,

I apologize for the confusion. It looks like the "Options" button in Portal Designer is available starting from the New York release, which explains why you are not seeing it in your instance on the Tokyo release.

In that case, an alternative approach you could try is to create a new UI macro that includes your custom HTML/JavaScript code, and then add that UI macro to the header or footer section of your Service Portal. To do this, you can follow these steps:

1. Navigate to UI Macros > New.

2. Enter a Name for the new UI macro, e.g. "Custom Header".

3. In the Template field, enter the HTML and JavaScript code for your custom header. For example:

<div id="custom-header">
  <h1>Welcome to our Service Portal</h1>
  <script>
    // your JavaScript code here
  </script>
</div>

1. Save the UI macro.

2. Navigate to the page where you want to add the custom header (e.g. the homepage).

3. Edit the page and add a new widget to the header or footer section.

4. In the Widget Type field, select UI Macro.

5. In the UI Macro field, select the name of the UI macro you created in step 2.

6. Save the widget and publish the page.

This should allow you to add your custom header to your Service Portal without using the "Options" button in Portal Designer.

Thanks,

Rahul Kumar

[Rahul Kumar17]

Hi EriK,

I apologize for the confusion. It looks like the "Options" button in Portal Designer is available starting from the New York release, which explains why you are not seeing it in your instance on the Tokyo release.

In that case, an alternative approach you could try is to create a new UI macro that includes your custom HTML/JavaScript code, and then add that UI macro to the header or footer section of your Service Portal. To do this, you can follow these steps:

1. Navigate to UI Macros > New.

2. Enter a Name for the new UI macro, e.g. "Custom Header".

3. In the Template field, enter the HTML and JavaScript code for your custom header. For example:

<div id="custom-header">
  <h1>Welcome to our Service Portal</h1>
  <script>
    // your JavaScript code here
  </script>
</div>

1. Save the UI macro.

2. Navigate to the page where you want to add the custom header (e.g. the homepage).

3. Edit the page and add a new widget to the header or footer section.

4. In the Widget Type field, select UI Macro.

5. In the UI Macro field, select the name of the UI macro you created in step 2.

6. Save the widget and publish the page.

This should allow you to add your custom header to your Service Portal without using the "Options" button in Portal Designer.

Thanks,

Rahul Kumar