Edit Guided Tours

You can modify the settings of a guided tour by using the Guided Tour Designer (GTD).

Avant de commencer

Role required: guided_tour_admin

Pourquoi et quand exécuter cette tâche

To edit a guided tour, you can use either GTD or the Guided Tours form. The GTD enables you to add, delete, and reorganize guided tour steps. The Guided Tours form is recommended for tasks that are difficult to accomplish using the GTD. You can start by editing the elements shown on the form when you open a guided tour record. Then, proceed to the GTD for further edits.

The base system offers several guided tours for specific applications, such as Performance Analytics. As an administrator, you can modify existing tours and assign one or more roles to them to manage access.

Procédure

1. Navigate to All > Guided Tour Designer > Guided Tours.
2. Open the guided tour that you want to edit.
3. In the Guided Tours form, you can edit the following elements:
   • In Workspace:
     • Name: Update the name to make it unique and intuitive.
     • Status: Change the to either draft or published.
     • Context: Update the URL for the tours. For example, /now/sow/home, /now/sow/record, or /now/sow/list.
     • Description: Update the description to help users understand the purpose of the tour.
     • Roles: Add or remove roles.
     • Route Parameters: Update route parameters to collect metadata about the specific URL where you want to play the tour.
     • Active check box: Clear the Active check box, to turn off the guided tour. The tour becomes read only, meaning it can’t be edited and is hidden from end users. 
If you want to keep the tour for future use but don’t want end users to see it, change its status back to draft for further editing. Select the Active check box, to turn the tour back on.
   • In Service Portal:
     • Name: Update the name to make it unique and intuitive.
     • Status: Change the to either draft or published.
     • SP Portal: Specify where the tour should be created, such as in the Employee Center or the Knowledge Portal.
     • SP Page: Specify which page in the SP Portal the tour should be created on, such as the index page or the home page.
     • Additional URL Parameters:

       You can initiate a Service Portal tour from a specific widget, record, or view within a page rather than from the entire page. To initiate a tour, include the URL parameters that directly reference the specific item in the Additional URL Parameters field.

       For example, you can specify the part of the URL that contains the sys_id of a widget, or include parameters for a particular record or view, such as sys_id=abc123&view=myView.

     • Description: Update the description to help users understand the purpose of the tour.
     • Roles: Add or remove roles.
     • Active check box: Clear the Active check box, to turn off the guided tour. The tour becomes read only, meaning it can’t be edited and is hidden from end users. 
If you want to keep the tour for future use but don’t want end users to see it, change its status back to draft for further editing. Select the Active check box, to turn the tour back on.
   You can’t change the Tour Type, regardless of the user interface type.
4. To test and refine the steps, select Edit with Designer in the form header.
   The starting page opens in the GTD in a new tab or window.
5. You can perform any of the following tasks in the GTD.

   Task	Action
   Edit the text in a step	Navigate to the UI page where the step is located. In the Tour Steps list, hover over the step you want to edit and select the Edit Step icon . Edit the text and select Save.
   Edit trigger in a step	Navigate to the UI page where the step is located. In the Tour Steps list, hover over the step you want to edit and select the Edit Step icon . From the Choose action list, select a trigger, and then select Save.
   Delete an introduction, step, or conclusion	In the Tour Steps list, hover over the step you want to remove and then select the Delete icon ⊝.
   Place the callout on a different page element	In the Tour Steps list, hover over the step and then select the Delete icon ⊝. Create a new step on the correct page element. Enter a message in the Text field, select a trigger from the Choose action list, and then select Save.
   Apply text formatting in the step instructions	In the Tour Steps list, hover over the step you want to edit and select the Edit Step icon . Edit the content and apply formatting as appropriate. Remarque : All standard HTML tags compatible with your browser are supported. Don’t add images or video to the text. These media types aren’t supported in callouts. Select Save.
   Rearrange steps	Drag the steps to the desired order.
   Test the tour	Select Preview if the tour is in draft status. Select Play if it’s published. The page opens in a new window or tab. You can test each step. Note the steps that need corrections.
   Change the guided tour status	If the tour is in draft status, select Publish. If the tour is published, select Draft. It’s advisable to keep the tour in draft status until you have completed all edits.