GTD interface

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • The Guided Tour Designer (GTD) provides an easy way to create guided tours. You can easily drag a callout to the element you want to highlight and enter instructions for each step, along with the corresponding trigger. As you add steps, you have the option to test and modify them as needed.

    The GTD has the following features:
    Figure 1. GTD interface
    GTD interface with description callouts
    (A) Guided tour actions

    Share your draft or published tour with your internal colleagues for review by selecting the copy URL icon Copy URL icon and copying the link.

    (B) Callouts

    Create guided tour steps by dragging and dropping the callouts to the desired position on the page element.

    Make sure that the callout's pointer touches the element you intend to assign it to.

    Remarque :
    Guided tour callouts don't function on user interface elements created with Seismic technology. Additionally, the AI Search feature uses Seismic technology.
    (C) Steps

    View a step in the current view by hovering it.

    If the step is from a previous page, a message appears saying Not found in current view. In this example, the first step isn’t visible in the current view. Access this step by selecting the back arrow in the upper left corner to open the list view, where the step is located.

    Remarque :
    Each step should focus on only one interaction with a field or object. Avoid including multiple interactions in a single step.
    (D) Step interaction

    When you hover over a step, the corresponding number on the page becomes large.

    Edit the text of a specific step by choosing that step and selecting the edit icon edit icon. Then, in the Content HTML formatter, make your changes and select Save.

    Remove a step by selecting it from the list and then selecting the delete icon (-).

    Rearrange the steps by dragging and dropping them in appropriate positions.

    If you accidentally link a step to the wrong element, delete it. Then create a new step with the correct details and reposition it appropriately.

    Edit a trigger by selecting the step, choosing an option from the Choose action list, and then selecting Save.

    (E) Tour action buttons

    Select Preview at any time to test and review your steps.

    Select Publish to make your guided tour visible to users.

    Select Exit to close the GTD. The browser tab or window closes and changes you made are automatically saved.

    Select Play to open the instance and designated UI page in a new browser tab or window and proceed through the steps. When you finish, close the tab or window to return to the GTD.