In this weeks instalment of "Making the most of ServiceNow" we are focusing on ServiceNow guided tours. The end result of a guided tour is best illustrated by a screenshot - it provides a series of self-guided instructions callouts to assist users with the ServiceNow interface. In a few simple steps you can have a tour up and running in no time:. When creating a new guided tour be prepared to decide:. The Page where the tour is to commence. What Role s the user must have to access the tour. If the tour should launch automatically.
Use the Guided Tour Designer to create tours that demonstrate to users how to use a feature. For example, an administrator can create a task demo with callouts to demonstrate how to perform the task. Guided tours help train and onboard users within the ServiceNow user interface UI. Each tour contains a series of interactive steps that help users complete online tasks within their browser window. Administrators can create tours for ServiceNow applications, service portals, and custom applications. For example, you can create a tour to represent a training model for specific policies and processes, such as creating a new incident or reviewing change requests. Watch this five-minute video to learn about creating guided tours that help users learn how to perform tasks in ServiceNow. A sample guided tour and instructions on creating a guided tour.
This article describes the steps you need to take to create a guided tour for a specific catalog item. It is possible to create Guided Tours for Specific Catalog Item but you have to go back and modify the Guided Tour record outside of the Designer Wizard to get it to point to the right place. Say if you want to create a guided tour for the out of the box catalog item, Report Outage, in the Service Portal you can follow the below steps. Hit Save 4. Click on Edit with Designer, create the guided tour steps as usual and publish it.
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