How to use the onboarding experience / guidance modal?

Community Alums
Not applicable

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!

 

3 REPLIES 3

Paul Curwen
Giga Sage

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 

***If Correct/Helpful please take time mark as Correct/Helpful. It is much appreciated.***

Regards

Paul

Matt Steill
Tera Contributor

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. 

Anais Geisen
Tera Expert

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.