Launch Step editor and creating a step

Access any new or existing Tours within the Guide view, highlight the required Tour and click Open in Editor. You will now be redirected to the Adopt Editor where you can modify your Tour configuration within the assigned application.

Note: This will activate the element picker where you can choose an element on the page to associate to this step.

Adding a Step

1. Open your chosen guide in the Adopt Editor

2. Click Add a Step, or alternatively click the + icon

3. Click Step from the dropdown, or use the keyboard shortcut Shift + A

Note: This will activate the element picker where you can choose an element on the page to associate to this step.

4. Either hover the cursor over your page and choose an element by clicking on it, or using the Shift + S keyboard shortcut. This will create a step assigned to the chosen element

Note: Shift + S keyboard shortcut is handy, especially when an element can’t be chosen by a mouse. This may happen when you want to pick an element in a pop-up menu which isn’t visible when clicked. In such cases, you can use the keyboard shortcut.

Now that you have created a new guide and added a new step, you can add as many as necessary to cover every possible scenario where a user might need guidance.

Once all steps have been created, you can access Step customization by clicking the gear icon of an individual step.

Step Editor

When you open a Tour in Editor mode, the Step Editor appears. Below you can see how the Step Editor appears on-screen.