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Creating content for a guided tour

Suggest edit Updated on November 15, 2021

You can use sections to create the content for each pop-up window, or tour stop, in a guided tour. By using a common format, you can associate your content with application features more quickly.

  1. Create a section that contains the text for the tour stop.

    You can add action controls to the section, however, all elements must be read-only. For more information, see Creating sections.

  2. Find a section in a form or portal, that contains the application feature for your tour stop.
    • Search for the section by name.
    • In the Application Explorer, navigate to the section by class.
    • Use Live UI to inspect sections on the screen.
  3. On the Section form, click an element, such as a field or layout.
  4. If you are in full section editing mode, click the Gear icon.
  5. In the Cell properties dialog box, enter a unique string identifier in the Tour ID field.
  6. Click Submit.
  7. Click Save.
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