How to use the onboarding experience / guidance modal?

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‎09-20-2022 10:36 PM
Hi there
I'm wanting to make use of the Onboarding Guidance modal to display information to users as they log in.
There's doco here on how to create one: Create an onboarding experience
But there's no information I can find anywhere on how to trigger it.
The default Onboarding Modal can be triggered by setting a user's preference for overview_help.visited.navui to false.
But from the guidance list, that modal (Unified Navigation Onboarding) is created in the Polaris-app-shell application and cannot be modified. It's also in Draft so I don't understand how that one is being used.
Any help here would be highly appreciated!
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‎10-04-2022 02:12 PM - edited ‎10-04-2022 02:15 PM
Same issue here Kieran. The documentation really is a shocker. The onboarding modals are easy to create, but it's a mystery how to activate them for actual use. I have mine published and active have also tried
overview_help.visited.navui
overview_help.visited.SanDiego
neither make this work. As you say the Unified Navigation Onboarding entry is in draft OOTB yet still triggers when overview_help.visited.navui is set to false. If only they let us alter these panels it would be a breeze but they are protected in the Polaris scope.
Anyone from ServiceNow care to throw us a bone and reveal the mystery property here?? @Lisa Holenstein
Regards
Paul
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‎10-19-2022 10:21 AM
Well, I'm glad to know it's not just me who is confused by this, and the lack of clear documentation. Here's to hoping a solution is provided soon.
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‎12-22-2023 07:52 AM
Documentation is really incomplete...
I've found an article where they explain how to modify the Onboarding Content:
https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1080262
I tried it and it is working.
Hope this will help.