Create a guided setup to assist users with planning the roll-out of a product and performing the basic configurations to go live.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Adoption Services > Guided Setup.
  2. Select Build your guided setups tab.
  3. Select Create new.
  4. Select Get started.
    Guided setup creation screen
  5. Fill in the form.
    Introduce the Guided Setup form
  6. Select Continue.
    The category and task dashboard is displayed.
  7. To edit the Plugins category, do the following:
    1. Select the more actions menuMore actions icon on your category.
    2. Select View/edit category from the options list.
    3. Fill in the form.
  8. To add a category to your guided setup, do the following:
    Figure 1. Guided setup category and tasks
    Guided setup category and tasks
    1. Select Add category.
    2. Give your category a name.
    3. Select the more actions menuMore actions icon on your category.
    4. Select View/edit category from the options list.
    5. Fill in the form.
    6. Select Continue to task.
  9. To add tasks to your guided setup category, do the following:
    Figure 2. Guided setup task page
    Guided setup task page form
    1. Fill in the form
      Table 3. Task form
      Field Description
      Name The name of your task.
      Instructions The instructions for completing your task.
      Task type Task types options are as follows:
      • Input form: adding records to existing tables.
      • I-framed page: show any page as Inline frame.
      • External links: add articles and videos.
    2. Select Continue.
  10. To delete a category or task, do the following:
    1. Select the more actions menu More actions icon on your category.
    2. To delete a category, select Delete category from the options list.
      Note: Deleting a category deletes all tasks under that category.
    3. To delete a task, select Delete task from the options list.
  11. To configure a task input form, do the following:
    Figure 3. Guide setup input form
    Guide setup input form
    1. Fill in the form
      Table 4. Input form
      Field Description
      Select table The table to be input.
      Select table view The table view.
    2. Select Continue.
  12. To configure a task inline frame page, do the following:
    Figure 4. Guided setup inline frame page
    Guided setup inline frame page task
    1. Add a URL to the I-frame.
      Note: Select the pencil edit button, to edit your URL.
    2. Select Continue.
  13. To configure external links for your task, do the following:
    Figure 5. Guided setup external links
    Guided setup external links task
    1. Note: Additional links can be added with the Add Link button.
      Fill in the form.
      Table 5. External links article form
      Field Description
      Link type The type of external link to create.
      Article title The title of the article.
      Article URL The URL for the article.
      Table 6. External links video form
      Field Description
      Link type The type of external link to create.
      Video title The title of the video.
      Video URL The URL for the video.
    2. Select Continue.
  14. (Optional) Fill in task settings
    1. Select event to unlock task after.
      Note: Select event dependency can’t be defined on the first task.
    2. (Optional) Select the box to enable users to delegate plugin installation task to other users or user groups.
    3. Select the setup scope for this task:
      Table 7. Setup scope
      Field Description
      Mandatory task Task is required and includes all options.
      Best experience and custom Task includes best experience and custom.
      Custom only Task is custom.
    4. Select Continue.
  15. Select Finalize.
    A check for dependency conflicts message appears.
  16. Select that you’ve viewed your guided setup for dependency conflicts and select Continue.
  17. Create a pre-setup checklist.
    For example:
    • Image for header
    • Content for company description
    • Company logo
  18. Select Finalize.