Set Up Guided Tours

Security: Set Up: System
domain in the System functional area.

Workday recommends that you use the

Guidance Workspace

instead of Guided Tours. See: Steps: Configure QuickTips using Guidance Workspace.

You can set up guided tours to help users complete tasks by displaying customized help text for selected fields. You can also provide help text translations for a guided tour after you configure it in English.

To display all guided tours that you configure on tasks in your tenant automatically, select the

Always Show Guided Tours

option in the

Information

section of the

Edit Tenant Setup - System

task. See: Reference: Edit Tenant Setup - System

When you configure a guided tour, consider:

Provide help text that supports your business case for the selected field. Example: If your company limits the number of hours a worker can request off per day, document this limit on the

Daily Quantity

field.

Only enable help text for fields that require specific guidance. You need to maintain the help text you create.

Access the

Configure Guided Tours

task.

As you complete the task, consider:

Option	Description
Enabled	Enabled fields must have Title and Text configured or they display a blank help text pop-up in the guided tour.
Title	Enter the heading to display above the help text.
Text	Enter custom help text for the selected field.
External Link	Display an external link with the help text.

A question mark icon displays on the task header. Users can click the icon to start the guided tour as they complete the task.

Provide translated help text on the

Translate Guided Tours

task.