Guided tours in Zero Copy Connector for ERP
Summarize
Summary of Guided tours in Zero Copy Connector for ERP
Zero Copy Connector for ERP includes a variety of guided tours designed to help ServiceNow customers learn how to effectively connect to and work with external ERP systems. These guided tours are part of the default ServiceNow platform and provide interactive, step-by-step instructions to train users on key features and tasks within the Zero Copy Connector for ERP application.
Show less
Customers can also create their own custom guided tours using the Guided Tours application within their ServiceNow instances.
How to Access and Use the Guided Tours
- Start a guided tour by selecting the Show Help icon and then choosing Take a Tour.
- Each tour walks users through a series of steps with descriptive text and actionable buttons such as Begin Tour and Next.
- Users can exit a tour anytime by selecting the X on a tour step.
- Additional detailed documentation is available within tours via a dedicated link on each step.
- Complete the tour by selecting the Complete button at the end.
Available Guided Tours and Their Locations
The following guided tours are available within the Zero Copy Connector for ERP module, each starting from specific pages to help users accomplish different tasks:
- How to use Zero Copy Connector for ERP – Starts from the Zero Copy Connector for ERP Home page.
- How to use and manage ERP models – Begins on the individual ERP model page accessed via the models icon on the home page.
- Add model operation – Accessible on the Manage Model page after selecting a model from the home page.
- Add entity – Also on the Manage Model page; users should progress quickly through steps to avoid the tour ending prematurely due to UI changes.
- How to use remote tables – Starts on an individual remote table page, accessed from the remote tables icon on the home page.
- How to use extraction tables – Begins on an individual extraction table page, accessible via the extraction tables icon on the home page.
- Work with ERP models – Starts from the models list page accessed from the home page.
Practical Benefits
These guided tours enable ServiceNow customers to quickly become proficient with the Zero Copy Connector for ERP capabilities, reducing onboarding time and minimizing errors during configuration and operational tasks. By following these interactive tours, customers can confidently connect to ERP systems, manage ERP models, configure operations, and work with remote and extraction tables, thereby maximizing the value of the Zero Copy Connector for ERP integration.
Learn about Zero Copy Connector for ERP guided tours including how to connect to an external ERP guided tours, including how to access and take them to build your knowledge of Zero Copy Connector for ERP.
What guided tours are
Guided tours are part of the default ServiceNow platform. There are guided tours available to take and you can use the Guided Tours application to create custom tours yourself in your own instances.
Tours contain interactive steps to help train and teach users. Some tours show various features in the user interface, such as an overview of a home page. Other tours help complete a task, such as configuring a connection or working with candidate details. For more information about what guided tours are and how to create them, see .
How to access and use Zero Copy Connector for ERP guided tours
To start a tour, select the show help icon , and then select Take a Tour.
You're led through a series of steps. Read the text for each step and perform the required action or select a button such as Begin Tour or Next.
To stop a tour at any time, select the X on a tour step.
For more information, select the View detailed documentation link on any tour step.
At the end of the guided tour, select Complete.
Zero Copy Connector for ERP guided tour locations
| Guided tour name | Start page | Path to start page |
|---|---|---|
| How to use Zero Copy Connector for ERP | Zero Copy Connector for ERP home page | Navigate to . |
| How to use and manage ERP models | Zero Copy Connector for ERP individual model page | Navigate to , select the models icon |
| Add model operation | Zero Copy Connector for ERP manage model page | Navigate to , select the models icon |
| Add entity Note: In this tour, move through the steps fairly quickly as the view might change during the guided tour. Delays in selecting the Next button could cause the tour to
end. |
Zero Copy Connector for ERP manage model page | Navigate to , select the models icon |
| How to use remote tables | Zero Copy Connector for ERP individual remote table page | Navigate to , select the remote tables icon |
| How to use extraction tables | Zero Copy Connector for ERP individual extraction page | Navigate to , select the extraction tables icon |
| Work with ERP models | Zero Copy Connector for ERP models list page | Navigate to and select the models icon |