---
sourceDocument: Xanadu ServiceNow AI Platform user interface
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/platform-user-interface

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Guided Tours in Configurable Workspaces

# Guided Tours in Configurable Workspaces {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Guided Tours is a feature in ServiceNow that assists users in onboarding and training processes. It provides step-by-step walkthroughs and interactive tutorials to help you understand and utilize the platform's capabilities.
Guided Tours are supported in Configurable Workspaces to
instruct users how to use features in your
workspace.

## Create
a Guided Tour in Configurable Workspaces {#guided-tours-in-configurable-workspaces__section_r5b_nfy_dyb}

To create a Guided Tour in your Configurable Workspace, see [Create a guided tour](https://www.servicenow.com/docs/UDAlIHK7DaZaiHi0oemK4g "After you outline the guided tour, use the Guided Tour Designer (GTD) to enter the steps using callouts and triggers.").

## Example: Create an incident using Service Operations Workspace {#guided-tours-in-configurable-workspaces__section_s3n_nxq_fyb}

The following is an example of how you can use Guided Tours to explain to a user the steps to create an Incident in your workspace. In this example it shows the introduction, callouts, callout steps, and the conclusion for your
tour.  
1. Navigate to AllGuided Tours DesignerCreate Tour.
2. Fill in the new guided tour form. {#guided-tours-in-configurable-workspaces__table_wqt_sfp_h1c__entry__2}

   | Field | Description |
   |-|-|
   | Name | The name of your tour. In this example, it's Create New Incident Tour on Workspace. |
   | Tour Type | The area the tour is created for. In this example, it's Workspaces. Select Manual Selection. |
   | Starting Page | The page the tour is created for. In this example, it's Service Operations Workspace: Record. |
   | Table | The type of record needing guidance. In this example, it's incident. Note: Make sure the term 'incident' is always written in lower case letters only. |
   | Sys_id | Note: It's important that you set up your tour this way, instead of copying and pasting a new incident URL as workspaces append an additional id such as -1_uid_1, or -1_uid_3, etc. If you use one of these URLs your tour will only work when a new incident matches that uid. Also, it's important to ensure that your steps are captured with the Options of: {"url":"/now/sow/record/incident/-1"}, if you start with these recommendations you should not have to change them, but if you have tour steps with options with the uid appended, change the JSON to: {"url":"/now/sow/record/incident/-1"} and it should work. The sys_id for the page needing guidance. In this example it's -1. |
   [Table 1. Guide tour form]

   {#guided-tours-in-configurable-workspaces__table_wqt_sfp_h1c}
3. Select the Create Tour button.
4. The Guided Tour Designer window opens with the page that is selected in the steps above.
{#guided-tours-in-configurable-workspaces__ol_vvz_hmz_pzb}

## Guided tour introduction {#guided-tours-in-configurable-workspaces__section_ocf_rhp_h1c}

The introduction is used to explain to the users about the goal of the tour and what information can be expected from the tour.Figure 1. Guided tour introduction

## Guided tour callouts {#guided-tours-in-configurable-workspaces__section_d4m_shp_h1c}

Callouts direct the user, with step-by-step guidance, to navigate and operate within the workspace. You can drag callouts anywhere within your workspace to give more context on the screen or instruction for the task. You can choose how the callout is displayed in the area you want to provide more information about. The options for the callout displays are:

* Above
* Below
* To the left
* To the right

{#guided-tours-in-configurable-workspaces__ul_mfq_hyd_vyb} For example, in this scenario, the callouts direct the user to navigate to the list view and look for the Incidents tab. As you create your tour steps list, you can also drag the steps in the list to reorder them.Figure 2. Guided tour callouts

You can create steps on multiple pages and areas within the workspace. You can also configure the triggers that will advance the user to the next step. As the user selects through the tour, the next callout step displays after the
trigger is completed. In this example, the trigger is configured to go to the next step on after selecting the next button.  
Figure 3. Guided tour callout steps  
Note:  
As you create your tour, be sure to identify areas that may be confusing or need extra attention.  
At the completion of the tour, the user is presented with a conclusion notifying the provided the tour is finished. Here you can direct your users to check out other tours, or give them follow-up information of what to do next now that they've completed the tour.Figure 4. Guided tour conclusion

After you have completed creating your tour, you can select to preview the tour to make sure it displays and guides the user properly before submitting.

*[\>]: and then