Configure Guided Journeys for the Prepare Review Content Page

Support reviewers when they prepare review content by providing guidance such as tutorials, company policies, and best practices.

Before you start

First configure guided journey tasks. Use the Guided Journey category in Checklist Templates to set up and add tasks that are relevant for managers who prepare review content.

As administrators, you enable guided journeys on the Prepare Review Content page using Transaction Design Studio (TDS). You can enable the guided journeys at both the page and page section level.

Here's what to do

1. Select the Prepare Review Content action in TDS and add a rule.
2. In the Show or Hide Regions section, configure the guided journeys for page and page section level. Edit the region. Search and select the associated guided journey and the tasks to show for the region.
3. Save your changes.

Results:

Managers can see a Guide Me button after you enable a guided journey for the page section or page.