Edit a guided tour
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- UpdatedJan 30, 2025
- 3 minutes to read
- Yokohama
- Adoption services
You can modify the settings of a guided tour, such as the roles that access the tour. You can also edit, add, delete, and reorganize the guided tour steps, and apply additional formatting to the instructional text.
Before you begin
Role required: guided_tour_admin or admin
About this task
Use the Guided Tour Designer (GTD) to add, delete, and reorganize guided tour steps. Use the Guided Tour form only to perform tasks you cannot do easily from the GTD. For demonstration purposes, we begin with edits to the form that appears when you open the guided tour record, and continue with edits you can make in the GTD itself. You can invoke the GTD from the Edit with Designer button located in the form.
Procedure