Managing guides

To manage existing guides follow one of the options below:

Managing guides from the Adoption guides table

From Applications > Manage Adoption guides:

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

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

From Applications > Manage applications:

Select the web application of interest—with guides.
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.
Hover over a guide to reveal the action menu on the right side of the table-item row:
- 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.
- See analytics takes you to guide-specific details dashboard.
- Update translation of guides due to changes in the localization configuration.
  - You can only update translations for unpublished guides in Draft mode.
- Duplicate an existing guide within the same application site.
- Copy to another application any of the existing guides listed on the table.
- Delete a guide from the system.
- Export guides you can later import in different web applications or Nexthink instances.