Can I link one guide to another?
Yes.
To create a link between 2 guides, you need to know the API name of the guide you want to link to.
Open the first guide (from which you want to link) in the editor; select the step after which the second guide should launch and open its advanced settings. Click on add/edit branches and follow these instructions.
Launch a Guide Branch Type
Choose the Launch a Guide branch type to launch another guide from within the current guide. When used without branch conditions, this is often used to string together several guides into a unified guide. When branch conditions are used this is often used for forking a guide based on user choices or application state.
Editing a Launch a Guide branch with advanced settings. This branch is set to Launch a Guide with apiName "98j68vyj".
1. Select Branch Type
Branch type select box.
2. Guide apiName
The apiName of the guide to launch. The apiName of a guide can be found in the guide's listing on the Guides page of the Guided Learning dashboard.
3. Step API Id
By default the launched guide is started from its first step. When this textbox is not empty, the launched guide will start from the step with the API id in the textbox. The step API id may be found in the Step Settings Panel of the Guide Editor.
4. Keep Current Guide Open
The Launch a Guide type of branch normally launches the guide and then closes the current guide. When the Keep Current Guide Open checkbox is checked the current guide is kept open. Additionally, the branch choosing process continues on to the following branches (if any) and to the default next step if no other branch is chosen. This is often useful when launching a guide which is run in a popup window (see Popup Window Name setting below), where the current guide stays open waiting for the user to get back from following the launched guide on the popup window.
5. Add/Edit Conditions
Click to open the conditions editor, where you can add/edit Conditions to the branch.
6. Show/Hide Advanced Settings
Click to toggle whether advanced branch settings (items 7-11 below) are visible.
7. Wait for Page to Load
When this checkbox is checked the launched guide will not start until a page load takes place (either a full page load or a SPA route load on a properly integrated SPA). This is almost always necessary when launching a guide in a popup window (see Popup Window Name setting below). Another use for this setting is when combined with the Redirect to Page or Reload Page settings.
8. Redirect to Page
When the textbox is not empty, the user will be redirected to the URL specified in the textbox when launching the guide. Please note that it is almost always a good idea to also set the Wait for Page to Load setting when using Redirect to Page.
9. Reload Page
When this checkbox is checked, the page will be reloaded when launching the guide. Please note that it is almost always a good idea to also set the Wait for Page to Load setting when using Redirect to Page.
10. Popup Window Name
By default the launched guide starts in the current browser tab/window. When this textbox is not empty the guide will be launched in a tab/window with the Javascript window.name property matching the text in the textbox. This is useful for launching guides within a popup window or another tab. For use with a popup window, this setting almost always requires also setting the Wait for Page to Load setting to work properly.
11. On Close Return-Here/Launch-a-Guide
This setting sets an action to take place when the launched guide is closed (either by the user or by finishing the guide).
- Return Here: with this setting the launcher guide is suspended upon launching the guide. When the launched guide is closed the launcher guide resumes from the same step it was when suspended.
- Launch a Guide: with this setting the launcher guide is closed as usual. When the launched guide is closed, the guide with the apiName set in the textbox is launched.
12. Done/Cancel
Click on Done to finish editing the branch and keep your changes. Click on Cancel to discard the changes made to the branch.