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Developing Walkthrough guides

Walkthroughs provide contextual guidance directly within an application's flow. They can be single- or multi-step Guides that assist users through processes in a streamlined fashion, using rules and trigger logic to create a tour-like experience.

The image below exemplifies how employees view walkthrough steps when using the web application.

Accessing Adopt Editor for Walkthroughs

After creating a Walkthrough in Nexthink Applications, launch Adopt Editor using the installed Nexthink browser extension:

From Browser > Extensions:

  1. Sign in as an administrator in the installed Nexthink browser extension.

  2. Open the Nexthink browser extension, verify the Tenant, and select the target web Application.

  3. Click the guide of interest to open Adopt Editor directly on the web application URL.

Understanding Adopt Editor for Walkthroughs

When you open a Walkthrough in Adopt Editor mode, the in-application interface displays as follows:

  1. Move the Adopt Editor to the right side of the page, and vice versa if it is already on the right side.

  2. Add a new step, or assign an action or decision.

  3. Change the guide language to review and override guide content localized by Nexthink—AI generated.

  4. Access the guide settings, where you can toggle context help.

  5. Turn off the Adopt Editor, allowing you to preview the guide.

  6. Guide steps are listed in numerical order, except for decisions.

  7. Move the step up to rearrange the order.

  8. Move the step down to rearrange the order.

  9. Access the step properties to configure content, appearance, position and triggers.

  10. Remove the step or make it optional.

  11. Select multiple steps at once. You can configure position properties for all your selected steps.

Using Adopt Editor for Walkthroughs content development

After accessing Adopt Editor for Walkthroughs:

  1. Create a new Step by selecting Add a Step or clicking the + icon.

    • Select Step from the drop-down menu, or use the keyboard shortcut Shift + A.

    • This activates the element picker, where you can choose an element on the page to associate with this Step.

    • Hover the cursor over your page and choose an element by clicking on it or using the Shift + S keyboard shortcut. This creates a step assigned to the chosen element.

The Shift + S shortcut is useful when you cannot select an element with the cursor. For instance, when you select an element in a pop-up menu that is not visible when clicked.

  1. Open the Step properties to access the property tabs: Content, Appearance, Positioning and Display. Use these tabs to:

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