Guided accessible for particular group

Anil Karthik N
Tera Contributor

Hi All,

I have recently created a guided tour for our Compliance Workspace, and I am looking to implement a feature where the tour is only accessible to certain group members. I want to ensure that only users who are part of a specific group can view this guided tour.

Any insights or instructions would be greatly appreciated!

Thank you in advance for your assistance.

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Anil Karthik N ,

 

You cannot enable/disable this for a specific group but this can be done based on roles.

https://docs.servicenow.com/bundle/utah-platform-user-interface/page/build/help-guided-tours/task/ad...

 

Recommended approach would be to add a role(maybe a custom role or OOTB role) to the intended group and add the same role in the Guided Tour. 

Follow the below approach-

1. Adding role to the Guided tour---

SanjayG_0-1725224823691.png

2. Adding role to the group---

SanjayG_1-1725224940225.png

 

This would definitely work.


View solution in original post

4 REPLIES 4

Community Alums
Not applicable

Hi @Anil Karthik N ,

 

You cannot enable/disable this for a specific group but this can be done based on roles.

https://docs.servicenow.com/bundle/utah-platform-user-interface/page/build/help-guided-tours/task/ad...

 

Recommended approach would be to add a role(maybe a custom role or OOTB role) to the intended group and add the same role in the Guided Tour. 

Follow the below approach-

1. Adding role to the Guided tour---

SanjayG_0-1725224823691.png

2. Adding role to the group---

SanjayG_1-1725224940225.png

 

This would definitely work.


Anil Karthik N
Tera Contributor

Hi Sanjay,

 

I am trying to create a guided tour on policy exception record in workspace view, can you help to get the dynamic sysid here we can only provide one record sysid but I need a dynamic one. Is it possible to achieve this?

AnilKarthikN_0-1725442511424.png

 

Community Alums
Not applicable

Hi @Anil Karthik N ,

 

Here you are creating a new record rather than iterating existing records so this would not be possible.
During record creation you can only have a specific value only.

 

Hi Sanjay,

 

Thanks for your response, can you suggest a way that how can I create a guided tour on policy exception record in workspace view?