GTD interface

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of GTD Interface

    The Guided Tour Designer (GTD) facilitates the creation of guided tours within your application. Users can highlight elements and provide step-by-step instructions through a user-friendly drag-and-drop interface. This tool is particularly useful for onboarding users and enhancing their experience with the application.

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    Key Features

    • Guided Tour Actions: Share your tour drafts or published tours with colleagues by copying the URL link.
    • Callouts: Create steps by dragging callouts to specific page elements, ensuring the pointer touches the intended element. Note that Seismic technology elements are not compatible with callouts.
    • Steps: Hover over steps to view their details, with the option to navigate to previous pages if necessary. Each step should focus on a single interaction to maintain clarity.
    • Step Interaction: Edit, delete, or rearrange steps easily. You can also change triggers for each step by selecting appropriate actions from a list.
    • Tour Action Buttons: Use Preview to test your guided tour, Publish to make it visible to users, Exit to save changes and close the GTD, and Play to navigate through the tour in a new browser window.

    Key Outcomes

    By utilizing the GTD, ServiceNow customers can create effective guided tours that enhance user onboarding and engagement. The ability to easily modify and publish tours ensures that users can quickly adapt their content based on feedback and testing, ultimately leading to a more intuitive user experience.

    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.

    Note:
    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.

    Note:
    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.