Creating Mobile Guides

Mobile test

  1. Select the

    Create

    button on the home page of OGL Console
  2. Select Process from the Guide Type list
  3. Enter the Mobile URL in the Location URL field.

    Note: The Mobile URL is your instance URL (i.e. https://ucf6-zvdr-fa-ext.oracledemos.com) + the mobile UI string (/fscmUI/faces/FuseMobileWelcome?) resulting in https://ucf6-zvdr-fa-ext.oracledemos.com/fscmUI/faces/FuseMobileWelcome?. This is only applicable to Fusion Applications.

  4. Enter the title in Display Name in the Widget field
  5. Select Create Content

    Note: The OGL Editor launches in a new tab, where you can start capturing the steps for the guide.

Adding the First Step to a Mobile Guide

After you create a guide, the OGL Editor appears over the URL you entered. You are prompted to select an element or to create a Splash step:

  1. To capture the screen element for your first step, move the mouse on the screen and right-click an element to select it, or click Select

    Select

  2. Enter the text in the Content Editor field.

    Note: As a best practice, it is recommended that:

    • You consider the amount of text entered into the tip to ensure proper readability on mobile devices and to prevent impeding the functionality of tip buttons.
    • You test the guide from end-to-end on various mobile devices prior to publishing the guide.
    • The content types that are supported on mobile devices are as follows: Process Guides, Smart Tips, Beacons, Surveys, Links, Messages, Task Lists and Launchers.
  3. Open the Step Settings

    Settings

  4. Set the Display Settings

    Display Set

    Note:

    • By default, the tip placement is set at the bottom regardless of what is selected in the Display Settings.
    • The Tip Width is always fixed for Mobile Guides.
  5. Set the Activation Settings

    Act settings

    Note:

    • You can set the Advance When option to advance on-click of a button. The tip is displayed at the bottom of the page and advances on-click of the selected button.
    • For steps with a Next button, you can select any element on the page, the tip will be displayed at the bottom of the page and advance on-click of the Next button.
  6. Set the Advanced Settings

    Advanced set

  7. Repeat steps 1 to 6 for the subsequent steps.

    Note: After creating the first step and moving from the HomePage the mobile UI string in the URL might change from (/fscmUI/faces/FuseMobileWelcome?) to (/fscmUI/faces/FuseOverview?). Please replace Fuse with FndMobile so it becomes (/fscmUI/faces/FndMobileOverview?)

  8. After adding all of the guide steps, click Save and Close.

    Note: The editing tab will close. Please go back to the OGL console tab.

Defining the Settings

  1. Select Settings

    Mobile Setting

  2. Ensure the Mobile Guide checkbox is checked and the Sticky Guide box is unchecked

    Mobile Guide Checkbox

  3. Select Save Settings

    Note: After saving the settings, a mobile device icon mobile icon will display to identify mobile guides/smart tips.

    Mobile icon

Testing the Mobile Guide

IMPORTANT: It is recommended that you test the guides on a mobile device for optimum results. Note: steps 1 to 3 below are relevant only when not testing on a mobile device.

Step Example
1. Open a new tab new tab
2. Open Developer Tools (Right-click > Select Inspect/ Inspect element) inspecting
3. Go to Toggle Device Toolbar (Ctrl+Shft+M)

1 = Toggle Device Toolbar indicator

2 = Device selector

3 = Page

toggling
4. Log in to the application App login
5. Open the OGL widget OGL Widget
6. Run the guide

Note: The instructions will display at the bottom of the screen and advance on-click of the instructed button/link or the Next button. Use the Close(X) button to exit the guide.

Run the guide

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