Create a Guided Setup

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: sn_help_setup_admin or sn_help_setup_player

The Guided Setup builder is supported by the Process Automation Designer.

Procedure

1. Navigate to All > Adoption Services > Guided Setup.

2. Select the Build your guided setups tab.

3. Select Create new.

4. Select Get started.

5. Fill in the form.

   Field Definition Name The name of your guided setup. Description Describe the purpose of this guided setup. User roles Roles required to access the guided setup.

6. Select Continue.

7. To add a stage to your Guided Setup, select Board view do the following:

   1. Select Add stage.

   2. Fill in the form.

      • Label

      • Description

      • Start rule

        • When the process starts

        • After specific stages

   3. Select Save and close.

   4. After creating your stages, select Add activity.

   5. Select Guided Setup and one of the following activities:

      • External links - Shows a list of external links such as docs and videos in the playbook UI.

      • Iframe - Embed any page inside an iframe using a page url.

      • Plugin Install - Installs a list of plugins from the provided plugin query. [Omitted image "guided-setup-add-activity-1.png"] Alt text: Add activity pop up.

   6. Fill in the form.

   7. In the Details tab, fill in

      • Label

      • Description

      • Start Rule

      • Select Show additional options

        • Playbook display order

        • Start with delay

        • Run condition

        • Restart rules

   8. In the Automation tab, fill in

      • For Iframe activity: Add URL

      • For External Links activity: Add External links

      • For Plugin Install activity: Add Plugin query

      • select Show additional options

        • Assigned to

        • Assignment group

        • Wait for user input

   9. In the UI Layout tab, fill in

      • Select Show additional options

      • associated_table

      • associated_record

      • experience_status_table

      • experience_status_record

      • title

      • description

      • icon

      • footer

      • tagline

   10. Select Save and close.

   11. Select Activate and then Finalize when you're complete with configuring your stages.

   12. Select the check box and Continue.

   13. Create an optional pre-setup checklist and select Finalize.

       For example:

       • Image for header

       • Content for company description

       • Company logo

8. To delete a stage or activity, do the following:

   1. To delete a stage, select the more actions menu [Omitted image "guided-setup-more-actions.png"] Alt text: More actions icon on your stage.

      • Configure stage

      • Add stage before

      • Add stage after

      • Delete stage

   2. To delete an activity, select the more actions menu [Omitted image "guided-setup-more-actions.png"] Alt text: More actions icon on an activity.

      • Configure activity

      • Configure subflow in Flow Designer

      • Move activity

      • Delete activity