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Guided tours

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Guided tours

A guided tour provides a way to demonstrate to users how to use a feature. An administrator can create a task demo with callouts to demonstrate how to do something in the instance, such as how to perform a task.

Note: The Guided Tour Designer is only available in UI16. The designer is not compatible with UI15. For more information, see Activate UI16.

The guided tour is performed within the instance. If the guided tour provides instructions on inserting a record, at the end of the tour the record exists in the database. For example, if an HR manager completes a guided tour to create an HR department report, that report becomes available to everyone in HR.

Users access a guided tour by navigating to a page that has one. If they have one or more of the roles that the tour is targeted to, they can click the Show users how to access guided tours. icon so the GTD panel opens to show the Take a Tour button. If more than one tour is available to a user on a page, the Select Tour choice list appears so they can select which tour to launch.
Show users the Select a Tour choice list.

Several guided tours are provided with the guided setup for particular applications. The administrator can edit existing tours, or create new guided tours. One or more roles can be assigned to a guided tour to control access.

Table 1. Guided tour components
Component Description
Step One discrete element of a guided tour. A step can provide a definition, an instruction, or both.
Callouts Displays the definition and instruction about the current step in the tour. The callout includes the instruction to proceed to the next step. It points to the element that the instruction describes.
Triggers Moves the tour to the next step. Triggers include pressing the Enter key, clicking or right-clicking a UI element, or clicking a Next button in the callout.

Guided tours require careful planning prior to entering the tour into the instance. The best practice is to create an outline and include any assumptions. List each step, callout, and trigger.

Table 2. Sample guided tour outline: Set a vacation delegate
Step Callout Trigger
This tour assumes that the user has navigated to User Administration > Delegates. The UI page is
Open the Delegate form to enter a new record.
  • Points to the New button in the Delegates list view.
  • Text: Click New to set up a delegate who receives your notifications while you are on vacation.
Click the element: New button.
Describe the User field.
  • Points to the User field.
  • Text: Your name defaults as the user who wants to delegate to another user. If you are setting up a delegate for someone else, you can select a different user.
Next Button
Select the delegate
  • Points to the Delegate field.
  • Text: You specify who you want to delegate to. Type the user's name, and select it when it appears.
Next Button
Set the start date
  • Points to the Starts field.
  • Text: Enter the date and time to start forwarding notifications. Click away from the field to proceed.
Change the Value: Starts field.
Set the end date
  • Points to the Ends field.
  • Text: Select the date and time to stop forwarding notifications. Click away from the field to proceed.
Change the Value: Ends field.
Describe the delegate options
  • Points up from below the Meeting invitations field.
  • Text: If you do not want these notifications forwarded to your delegate, you can clear any of these fields.
Next Button.
Submit the delegate record
  • Points to the Submit button
  • Text: Click Submit to add the delegate.
Click the element: Submit button.