Move guided tours

sgmartin
Kilo Guru

Had someone part of our Problem Management Team create a Guided Tour in our Dev environment and we'd like to move it to Test and subsequently to Prod.   Is there a way to export/import a Guided Tour?   I attempted an export and then loaded it into the other environment, but the steps didn't come with it.

7 REPLIES 7

sachin_namjoshi
Kilo Patron
Kilo Patron

You can capture guided tour in update set and then move update set to instance.


you will get all steps in update set.



Regards,


Sachin


mattscott1
Kilo Contributor

Is there an update to this thread? I am having similar issues migrating Guided Tours across environments. Update sets do not capture the tour steps or elements. I have tried exporting table XMLs and the guided tour records individually as well, and the whole tour does not get captured when importing. Any help around the correct process would be great. Thanks in advance!

 

Matt

gmccullough
Mega Guru

I have the same problem.  Update set loads the steps but not the target information.  I tried exporting the steps under the scope of the steps but it still did not work.

Dakker
Tera Guru

I have the same problem. I created a Guided Tour in Prod and would like to copy it to our Test environment. I did the following:

  1. Created a local Update Set in Prod
  2. Opened the Guided Tour and clicked the Add to Update Set
  3. Set the Update Set to Completed
  4. Exported the Update Set 
  5. In Test I imported the Update Set and Previewed and Committed it
    1. The steps did not come over

 

So I tried again:

  1. Create a Local Update Set in Prod
  2. Opened the Guided Tour and manually added it to the Update Set
  3. In the Guided Tour I selected all the Guide steps and manually added them to the same Update Set
  4. Set the Update Set to Complete
  5. Exported the Update Set
  6. Imported the Update Set into Test
    1. There were a lot of errors - and therefore this didn't work.

Has anybody done this?