Creating an application guide

You can create an application guide that directs users through a set of tasks. A task can provide instructions to the user and can include links to a landing page, wizard, URL, rule, or data record. After you add an application guide to a portal, users can open the guide from the Resources menu.

1. In the header of Designer Studio, click +Create > Application Definition > Application Guide.
2. On the Create form, enter values in the fields to define the context of the application guide.
• Label – Describes the purpose of the guide.
• Context – Applies a scope to the application guide, by associating the application guide with a class and its inherited classes.
• Add to ruleset – Identifies the name and an unlocked version of the ruleset that stores the application guide.
• Identifier – Creates a unique identifier for the application guide.

You can keep the default value or click Edit to define an identifier.

3. Click Create and Open.
4. On the Definition tab of the Application Guide form, add chapters to represent the main steps that you want the user to follow, or to group related tasks.
   1. Click Add Chapter.
   2. Enter a name that describes the purpose of the chapter. For example, for the Service Request application, you could enter Service Request Guide.
   3. Optional: Enter a description.
   4. Click Submit.
5. Optional: Add tasks to a chapter to add instructions or to direct the user to the next step.
   1. Expand the chapter section to display the task information.
   2. Click +Add task.
   3. Enter a name that describes the purpose of the task.
   4. Optional: Enter a task description.
   5. Optional: Select an action type.
      Options include:

      • None – No action is associated with this task.
      • Open landing page – The task provides a link for the selected landing page.
      • Open rule/data – The task provides a link to the selected rule or data record.
      • Open URL – The task provides a link to the selected URL.
      • Run wizard – The task provides a link to the selected wizard.
      • Custom section – The task provides a link to a custom section that you created for your application.
6. Click Submit to add the task.
7. Click Save to create the application guide.

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