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Quick tours#

i-doit up ships Quick tours that fire automatically the first time a user lands on a major surface. Each tour is a short series of pop-overs that point at the most important controls. This page lists every tour and how to re-open one after you have dismissed it.

How a tour behaves#

The first time you reach a surface that has a tour, a centred modal opens with:

  • a heading,
  • a short paragraph,
  • a Skip tour link, and
  • a Next button.

Clicking Next advances through the steps; the final step shows Done instead. Clicking Skip tour dismisses the whole tour without showing the remaining steps.

Once a tour is finished or skipped, it does not auto-open again on the same account. You can replay any tour from the Help (?) popover in the top bar, see Top bar.

The three tours#

i-doit up currently bundles three tours.

Finder tour, 4 steps#

Triggered the first time you open /finder. Walks through:

  1. The All classes dropdown and the class sidebar.
  2. The Finder table and how object rows are read.
  3. The Add + button for creating a new object.
  4. The Edit ⌄ dropdown for bulk actions and saved searches.

Object detail tour, 3 steps#

Triggered the first time you open an object detail page. Walks through:

  1. The header (back arrow, class icon, Edit, status, search-in-object, widgets toggle).
  2. The categories sidebar with All categories as the default group.
  3. The right-pane Widgets with the History widget at the top.

Report Manager tour, 2 steps#

Triggered the first time you open /report (see Report Manager). Walks through:

  1. What a report is and how saved reports are listed.
  2. The Add + button to create a new report.

Replay a tour#

  1. Click ? in the top bar.
  2. Pick the tour name from the Quick tours section of the popover.
  3. The tour opens at step 1 of the selected surface.

If you are not on the matching surface when you replay a tour, i-doit up navigates you there first.

Disable tours globally#

There is no per-tenant kill-switch. A user can either:

  • Click Skip tour on the first step the very first time they hit a surface, or
  • Replay and finish a tour once so the auto-open flag flips to seen.

Further readings#