Start a guided tour

Guided Tours are available across four user interface types: Standard, Service Portal, Workspace, and Custom UI.

The way-guided tours start varies depending on the specific interface type (tour type).

Start guided tour from Help Center

If you have the appropriate roles, you can access a guided tour from Standard Forms and Lists UI, Workspace, and Custom UI.

Avant de commencer

Role required: user

Procédure

1. Select the icon to open the Help Center.

   The Help Center lists a maximum of four tours.

2. To view more tours, select Show more.
3. Select a tour from the list.

   After you begin a tour, you can see its progress in the Help Center.

   You can select End Tour to end the tour.

   Remarque :

   This process applies to custom UI pages or applications accessed through the navigator. Tours aren't visible if a custom page is opened directly without using the navigator.

Start a guided tour from Service Portal

If you have the appropriate roles, you can access a guided tour from Service Portal.

Avant de commencer

Role required: user

Procédure

1. Go to the Service Portal page that has a guided tour.
   The menu appears on the banner with a color indicator to the right of the menu.
2. Select the Tours menu.
   All available tours for the page appear.
3. Select a tour.
   Remarque :

   If a page doesn’t have a Service Portal Header Menu, you can’t access the Tours menu. In this case, the guided tour is only available to you through auto-launch. See Configure auto-launch for Guided Tours.

   If a tour is assigned at least one role, the audience is limited to users with that role.