Edit the default onboarding modal

Edit the default onboarding modal to personalize content for your users.

시작하기 전에

Role required: admin

프로시저

1. Navigate to All > Adoption Services > All Guidance.
2. On the Guidance list, select Onboarding.
3. On the Guidance related list, select the guidance list entry that corresponds to the onboarding slide that you want to edit.
   The list entries include Intro/welcome, Pinning, All menu, Favorites menu, History, and Application Pill.
4. On the form, edit the fields.

   표 1. Help Guidance Step

   Field	Description
   Name	Name of the guidance.
   Layout	Selected layout of the guidance.
   Order	Order that the guidance displays. The lowest number displays first and the next chronological number follows.
   Action Label	Button labels that enable the user to navigate the guidance modal.
   Application	Application for the guidance.
   Guidance	The guidance that this Help Guidance Step applies to.

5. On the Help Contents related list, select the list entry associated with the guidance.
   For example, Jump between things with ease for the History guidance and Everything you need is right here for the All menu guidance.
6. On the form, edit the fields.

   표 2. Help Content form

   Field	Description
   Title	Title of the help content.
   Subtitle	Subtitle that's displayed in the modal of the help content in the UI.
   Type	Type of guidance that's selected.
   Application	Application for the guidance.
   Guidance Step	Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History.
   Default	Help content is selected as default.
   Footer	Footer that's displayed in the modal of the help content in the UI.
   Provide Custom HTML	Select to input custom HTML into the help content.
   Text	Text that displays in the modal of the help content in the UI.

7. Select Update.