Creating a Multi-page Walkthrough

Applies to: VisualSP
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With VisualSP, you can create a walkthrough that steps through multiple pages.
Note

Multi-page walkthroughs can only be created using Chrome, Firefox, or Edge.

Sample Challenge

I would like to create a walkthrough that guides the user from a SharePoint site home page to the Document Library page to upload a document.
Note

Although SharePoint is used in this example, VisualSP can be used with any browser-based application.

 

Solution

From the VisualSP Help window > Admin menu, click Enable Edit Mode: Click the Add Help Item button: The VisualSP Online Help System Management window will open. Pop it out into its own window: “Walkthrough” will already be selected as the Viewer/Media Type:

Give your Help item a Title and Description (optional), and click on “Switch to Walkthrough Builder”:

Give the Step a Title, then click on the Target Element selector:

In this example, we will anchor the bubble to the Documents link. 

Click “Use It!” in the dialogue at the bottom of the page: Back in the Management screen, click on the Advanced Properties section (right under “Core Properties”) and toggle “Advance When Target Clicked” and “Next Step is on a New Page” to YES. Create the next step by clicking the Add Step button:

In your browser, navigate to the Documents page on your SharePoint site to navigate to the Document Library.  In the Management screen, Core Properties section, give the step a title, then click on the Target Element selector:

On your Document Library page, select the target element to anchor the bubble:

Click “Use It!” in the dialogue at the bottom of the page: Navigate to the homepage of your SharePoint site. Click the Preview Walkthrough button to test:

When you are happy with your walkthrough, remember to click the Save Help Item button to save your work.
Updated on March 31, 2020

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