Move guided tours

[sgmartin]

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.

[Dakker]

I finally was able to get this to work. 

Here are my steps:

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. For each step in the Guided Tour, I opened each the Target Reference and manually added to the Update Set
5. Set the Update Set to Complete
6. Exported the Update Set to XML
7. Imported the Update Set into Test
8. Previewed and Committed the Update Set

[bvloch]

Perchance has anyone found a solution and/or workaround to this issue? I am looking for a way to completely move/capture a guided tour via an update set between environments. 

Thank you in advance.

[rishichauhan]

Hello

What @Dakker  has proposed is correct and will work if the tour is already created or for a tour that has been imported onto the instance.

If you have not created the tour, here's another way:

1. Go to "Local update sets" from All application menu

2. Create a local update set and set it as current update set

3. Go to "Create tour" page from All application menu

4. Create the tour

5. Once you are done with creating the tour, go back to Local update sets table

6. Open the current update set record

7. Scroll down to "Customer updates" tab and verify there are no other files except Guided Tours file. Files should have these types: Guided Tours, Guided Tours Element and Guided Tours Step. 

8. Any other files which do not satisfy condition mentioned in [7]

9. Mark the update set as complete and export it to xml.

10. Go to the instance where you want to import this tour

11. Go to Retrieved update sets from All applications menu

12. Click on Import from XML

13. Select the XML file exported in step [9].

14. Once import done, preview and then commit the update set.

15. Go back to Guided Tours table and you should be able to see the tour on the list

Suggestion: To avoid step 7, make sure that no other changes to any files/records are done on the instance while a tour is being created.