Managing guides

To manage existing guides follow one of the options below:

Managing guides from the Adoption guides table

From Applications > Manage Adoption guides:

  1. Review the Adoption guides table with all existing guides—regardless of the application.

  2. Hover over a guide to reveal the action menu on the right side of the table-item row:

    • Edit is only available for guides in Draft mode. Therefore, you must Unpublish active guides before editing their configuration settings.

      • To unpublish an active guide, go to Applications > Manage Applications and open the application of interest. From the Guides tab, use the action menu to Unpublish any guide tied to the application.

      • You can always see the configuration Details of a published guide.

    • Manage tags allow you to create, assign, and edit the investigation tags.

      • Optionally, open the Tags panel by clicking the tags icon in the right-side menu.

        • Search for tags of interest from the displayed list of guides.

        • Select one or more tags to filter the Adopt guides table.

    • Delete a guide from the system.

If needed, sort the table items by clicking on the column header or using the search bar at the top-right corner of the table to find a guide.

Understanding the column fields in the Adoption guides table

Find below the description of each of the column fields in the Adoption guide table:

  • Name: displays the guide name. The hyperlinked guide name on the table takes you directly to the Edit guide configuration page.

  • Origin: indicates if a Custom guide was created using Nexthink, or imported from Nexthink Library. Refer to Library pack documentation.

  • Tags: see tags associated with a guide.

  • Description: contains the guide description defined during its configuration.

  • Application: indicates the application tied to the guide.

  • Type: indicates the guide type: Walkthrough, Tooltip, or Media. The guide type is not editable after creation.

    • Walkthrough: step-by-step guidance of a task flow. The walkthrough provides in-line support throughout the process till completion.

    • Tooltip: contextual information that organically unfolds to end-users while hovering or using specific elements on the application site. Unlike walkthroughs, tooltips are independent, user-discoverable, and quickly built.

    • Media: embedded existing media or articles within the application site. This way, end-users can access media content from the Context help pop-up—based on the Context help configuration and conditions.

  • Published: shows if a guide is published (date since active) or in Draft mode. Published guides cannot be edited. Refer to the Action menu section below for more information.

    • Published guides cannot be edited. Refer to the Action menu section below for more information.

The Adoption guides table action menu is context-sensitive and depends on the guide status: Published or Draft.

Managing guides from the application-specific Guides tab

From Applications > Manage applications:

  1. Select the web application of interest—with guides.

  2. Open the Guides tab listing application specific guides.

    • The columns in the Guides tab table match the table fields covered in the Manage adoption guides section on this page.

  3. Hover over a guide to reveal the action menu on the right side of the table-item row:

  4. Edit Walkthrough/Tooltip/Media is only available for guides in Draft mode. Therefore, you must Unpublish active guides before editing their configuration settings.

    • You can always see the configuration Details of a published guide.

    • The Edit page of an existing guide contains the same configuration fields as those used when creating a guide. Refer to the Creating guides documentation.

  5. Duplicate an existing guide within the same application site.

  6. Copy to another application any of the existing guides listed on the table.

  7. Delete a guide from the system.

The Guides table action menu is context-sensitive and depends on the guide Type and Published status


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