Assign a view to Guided Tours

You can assign a list or form view to a step in a guided tour.

Before you begin

Role required: guided_tour_admin or admin

About this task

To assign a view to a tour step, you must know the view name. The name you see in the context menu View option is the title of the view. Look up the view name before you assign it to a tour step.

Figure 1. Context menu view options

Note:

You can add a view to only one step in a guided tour, and this is only possible if the step begins in the default view. When the tour is played and that step is executed, the user interface refreshes to display the new view.

Procedure

1. Complete the following steps to find the view name:
   1. Navigate to All > System UI > Views.

      The first two columns are Name and Title.

   2. Locate the view by its Title, and note the value in the Name column.
2. Navigate to All > Guided Tours Designer > Guided Tours.
3. Open the tour to be modified.
4. Under Related Links, from the Guided Tour Steps, select the step you want to add a view.

   Figure 2. Guided Tour Steps related list

   

5. In the Tour Step tab, enter the view name in the View field.

   Figure 3. Tour Step form

   
   
   

6. Select Update.
7. Complete the following steps to test the tour with the view:
   1. In the Guided Tours form, select Edit with Designer.
   2. In the Guided Tour Designer tab or window, select Play.
   3. Verify that the step you modified displays the correct view.