Creating interactive guides

Interactive guides are not supported in the web client.

To create an interactive guide

1. Create a sample form (for example, the Interactive Guide Form).
   Example form for interactive active link guide
   
   Users can complete the fields on this form by clicking Guide Me, which activates the interactive guide.
2. Create and save four active links, one for each of the fields on the form, for example ALG: Last Name, ALG: First Name, and so on.
   For each active link:
   • Associate the active link to the Interactive Guide Form.
   • Do not select any Execution Options and leave the Run If Qualification blank.
   • Add a Change Field action:
   • Select the appropriate field for the active link. For example, in ALG: LastName, select the Last Name field.
   • Select Set Focus to Field.
   • Add a Message action:
     • Enter an appropriate instruction for the field. For example, "Type the requester's last name in the Last Name field, and then click Continue."
     • Select Show Message in Prompt Bar.
   • Add a Wait action:
     • For all active links except the one that will be last in the guide, leave "Continue" as the label for the Continue button.
     • For the last active link, enter "Finish" as the label for the Continue button.
   • Assign the Public group permissions for the active link.

   • Save the active link.

     Tip

     After creating the first active link, use Save As to create the others, then edit the actions and active link name appropriately.

     Example active link for the interactive guide
     

3. Create an active link guide (for example, Incident Guide):

   • Associate it to the Interactive Guide Form.

     Tip

     You can create an entry point guide by clicking the Entry Point check and choosing an active link that opens a window. For more information, see Creating-form-entry-points.

   • In the Active Links tab of the active link guide, add the four active links you just created, in the following order:
     • ALG:Last Name
     • ALG: First Name
     • ALG:Email Address
     • ALG:Department
   • Grant the Public group Hidden access permissions to the active link guide.
   • Save the active link guide.
4. Create another active link that calls the active link guide (for example, Call Incidents Guide):
   • Associate it to the Interactive Guide Form.
   • Select the Button/Menu Field Execution Condition, and specify the Guide Me button.
   • Add a Call Guide action, and specify the Incident Guide.
   • Grant public permissions to the active link.
   • Save the active link.
5. Test the active link guide:
   1. Open the Interactive Guide Form in New mode.
   2. Click the Guide Me button.
      The focus should move to the first field and the message should appear prompting you to complete the field.