Administer Trackor® Tours
From the Administer Trackor® Tours page, the administrator is able to see a list of all tours. Administrators are able to Add, Edit, and Delete tours. Each system comes with several existing tours however, administrators can also add new tours.
Trackor Tours
Users may 'Pin' features to their command bar by using the ellipsis menu.
Setting Permission for Tours
Administrators or any user that will be setting up Tours must be given the following Security Roles:
Users must be assigned to each tour in order to view tours. The administrator will need to make these assignments. Select the user(s) and open the Trackor Tours tab. The administrator may choose to assign specific or all tours to a user.
Security Groups should also be assigned to each User. The options include:
R - Read
E - Edit
A - Add
D - Delete
Adding Trackor Tours
Tours may be added to pages and Trackor Types. Open the Help applet by using the on the bottom left of the screen.
The following applet will be displayed:
General Info Tab
Field | Description |
|---|---|
Tour Label | Required |
Trackor Type | Optional - to attach the tour to a specific trackor |
Start Place for Tour | Required - Select Page, Applet, or Tab |
Page Name | Required - the page on which the tour is located |
Order Number | Optional - used to arrange the tours on a page in numeric order |
Description | Optional - used for a brief description of the tour |
Once the required fields are updated, click the OK button.
An applet will appear to alert that the tour recording has started.
The tour Recording Icon, should show in the Grid options bar near the User ID. Use the Ctrl+Click on the form elements to create Tour Steps. Populate the information on the following applet:
Field | Description |
|---|---|
HTML Element (id or name) | Required - This will be automatically assigned when building the tour. IF not, this can be found by inspecting the element. To inspect the element, right-click and select "inspect".
|
Step Duration (sec.) | Optional - tour step can be assigned a number of seconds to show before proceeding to the next step. |
Orphaned Backdrop | Optional - IF checked changes the appearance of the tour step. Orphaned - Tour Step will appear in the middle of the screen instead of being anchored to a specific button/icon. Backdrop - will allow the Tour Step to be "highlighted" and dim the background of the page. |
Popover Placement | Required - position the Tour step will appear in relation to area on the application. |
Action on HTMLElement | Use IF the tour step requires opening an applet. i.e. clicking the Edit Icon will open the trackor record applet |
Form Number | Required - This will be automatically assigned when building the tour. |
Step Title Label | Required- This will be automatically assigned when building the tour |
Step Content Label | Required- This will be automatically assigned when building the tour |
Step Content | This will be the instruction for the user. There are also styles and formatting options available. |
Tour Steps Tab
From the Steps tab users are able to edit each step of the tour.
Adding Images to the Tour Steps
Images must have a URL address.
First, you must Copy the address of the file.
1 - Open the Trackor Tours page.
2- Navigate to the Steps Tab. Open the specific step where you would like to insert the image.
3- Click on this image icon as highlighted below.
When the image icon is chosen the following applet will appear.
Then paste the URL and select OK.
Components Package Tab
A trackor type or rule or DB package can be assigned to multiple Component Packages. For example, the Account will need to be part of the Case Management System and Professional Services Automation.
On this tab, admins can assign/unassign configuration objects to/from a components package if you have E privilege on ADMIN_COMPONENTS_PACKAGE security group. Add button is displayed if you have A privilege on ADMIN_COMPONENTS_PACKAGE and the Delete button is displayed if you have D privilege on ADMIN_COMPONENTS_PACKAGE.
Editing Trackor Tours
To Edit at Trackor Tour select the Edit Icon,
or click on the Tour ID link. This will take you to the Administer Tours page.
Using Administer Trackor Tour to Edit Tours
Once tours have been recorded, the tour is stored on the Trackor Tours page. Here administrators are able to make additional edits to the tour. Below is a review of each tab that is created when a tour is added.
To open a specific tour click on the hyperlink. The information on the General Tab is populated when the Tour is recorded.
Deleting a Tour
To delete a tour highlight it in the Application Grid and click the Delete Icon. Deleting a tour permanently removes it from the OneVizion® system.
Exporting a List of Tours
To export files click on the Export Icon.
