Create Guided Tours

After you outline the guided tour, use the Guided Tour Designer (GTD) to enter the steps using callouts and triggers.

始める前に

Role required: guided_tour_admin

このタスクについて

This task illustrates how to create a guided tour.

手順

1. Navigate to All > Guided Tour Designer > Create Tour.
2. Enter the following information in the form:

   Field	Description
   Name	Enter a name for the tour that describes what the user accomplishes by completing the tour.
   Tour Type	Select: Standard UI for tours that start from system platform content, such as a list or a form. Service Portal for tours that start from a Service Portal page. 注: When you select Service Portal, a Portal option appears, where you choose a record from the Service Portals table. Custom UI for tours that start from Custom UI page. Workspaces for tours that start from a Workspace page.
   Starting Page	Select the page that the tour starts on: If your tour type is Standard UI, your choices include pages that show lists and forms. If your tour type is Service Portal, your choices include Service Portal pages. 注: In the base system, you can only launch tours from pages that use the SP Header Menu. Manually launched tours do not display on pages with custom header menus. If your tour type is Custom UI, your choices include pages that show Custom UI pages. If your tour type is Workspace, your choices include pages that show Workspaces pages. You can select the page in two ways: Paste URL: You can copy the URL of the workspace page and paste it. If the URL isn’t a valid experience, the Create Tour button isn’t enabled. 重要: The maximum length for URLs is 2,500 characters. If a URL exceeds this limit, it is automatically truncated to the first 2,500 characters. Manual Selection: You can select the page from the drop-down menu by entering the name of the page. 注: If the selected page contains parameters, you must mention the values of the parameters. If you want the tour to apply to the same page without exact parameters, configure the page parameters as dynamic. You can begin entering the UI page name to show a list of matching pages, and then select it from the list. 注: In some cases, navigating to standard forms and lists while creating custom tours might not work as expected. You can choose the following workaround to create the custom UI tour in such cases: Create standard UI type tour on any page, ideally home page. Go to system property - com.snc.guided_tours.homepages and add the name of the custom page in the Value field of this page. You can enter multiple values separated by commas. Update the context of the tour from form view to your custom page.
   Roles	If the tour can be accessed by all the roles, then select All. If the tour can be accessed by specific roles, then select Specific. Select the roles that can access the guided tour and move them from the Available Roles list to the Roles that can view the tour list. 注: When you add at least one role to a tour, it limits the audience to only those users who have that role.

3. Select Create.
   The Guided Tour Designer opens in draft status in a new tab or window.

   
   
   

4. Select Create Introduction.
   1. Enter an introductory title for your guided tour.
   2. Write a message to your end users explaining the purpose of the tour.
   3. Select Save.
5. Follow these steps to add a tour step with a callout and trigger:
   1. Drag a callout from the upper right corner of the screen and drop it on top of the UI element.
      The element is highlighted when the callout is positioned correctly. When you release the callout, it locks into the position.

      
      
      
   2. Enter the instructions in the Text box.
      
      
      You can change the direction of the callout by selecting the correct option under Placement. Only the placement options applicable to the selected element are enabled.
   3. Select the trigger from the Choose action list. Only triggers applicable to the selected element appears in the list.
      
      
      
   4. オプション: To format text, such as bold or italic, add HTML tags around the text.
      For example, enter Click <b>New</b> to set up a delegate. You can add other HTML tags, including tags for images.
   5. オプション: Select the Skippable check box if a user can skip the step and proceed to the next if an element or field is unavailable at runtime.
   6. Select Save.
      The first Step label appears.

      
      
      

      When your end users select the label, they see your first step instructions rendered as a message.

      
      
      
6. Continue adding steps until you have completed the tour.
   The tour is saved as you save each step.
7. Select Create Conclusion.
   1. Enter a closing message for the demo that summarizes the users' achievements.
   2. Select Save.
   注:

   You can edit and delete introductions, conclusions, and callouts at any time while your tour is in draft status. You can also insert HTML markup into your conclusions, introductions, and callouts.

   All standard HTML tags compatible with your browser are supported.

8. Select Preview at any time to test your steps and make any final revisions to the tour.
   Note the steps that aren’t working properly or that need correction. Edit the tour or the steps as described in Edit Guided Tours.
9. To share your draft or published tour with your internal colleagues for review, do the following:
   1. Select the copy URL icon to copy the tour URL.
   2. Send the URL to reviewers.
10. Select Publish to make your guided tour visible to users.

タスクの結果

The guided tour is created and listed in the Help Center. Each guided tour is allotted with a unique tour ID. If you set property (com.snc.guided_tours.sort) to true, the tours appear in alphabetical order.

関連概念

• Exploring Guided Tours