---
sourceDocument: Australia ServiceNow AI Platform user interface
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/platform-user-interface

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Create a guided tour to illustrate vacation delegation

# Create a guided tour to illustrate vacation delegation {#ariaid-title1}

* Release version: Australia
* 
* Updated August 14, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read

Use Guided Tour Designer to create a guided tour for assigning a vacation delegate.

## Before you begin

Role required: guided_tour_admin

## About this task

Here's an example of using Guided Tour Designer to create a tour that explains to users how to assign a vacation delegate. This example demonstrates the use of introduction, callouts, callout steps, and the conclusion in a tour.

## Procedure

1. Navigate to AllGuided Tour DesignerCreate Tour.
2. Enter a name in the Name field.
3. From the Tour Type list, select Standard UI.
4. From the Starting Page list, search for sys_user_delegate_list.do and select it.  
5. Select a role and then select Create Tour.  
   A guided tour is created.
6. In the Guided Tours form view, to open the Guided Tour Designer select Edit with Designer.
7. Add the following steps to the guided tour:  
   {#usecase-set-a-vacation-delegate__id_k1q_nqm_xfc__entry__3}

   | Step | Callout | Trigger |
   |:-|:-|:-|
   | Add an introduction. | 1. Select Create Introduction. 2. Enter a title; for example, Assign vacation delegation. 3. Enter the following message in the Text field: <kbd class="ph userinput">This tour will walk you through the necessary steps to effectively assign someone to manage your responsibilities while you are away on vacation.</kbd> {#usecase-set-a-vacation-delegate__ol_e32_pns_zfc} | No trigger is required. Select Save to save the step. |
   | Open the Delegate form and enter a new record. | 1. Drag a callout and position it to point at the New button in the Delegates list view. 2. Enter the following message in the Text field: <kbd class="ph userinput">Click New to set up a delegate who will receive your notifications while you are on vacation.</kbd> {#usecase-set-a-vacation-delegate__ul_mjd_w52_zfc} | 1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_aqw_d4s_zfc} |
   | Describe the User field. | 1. Drag a callout and position it to point at the User field. 2. Enter the following message in the Text field: <kbd class="ph userinput">Your name defaults as the user who wants to delegate to another user. If you are setting up a delegate for someone else, you can select a different user.</kbd> {#usecase-set-a-vacation-delegate__ul_ybq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_o4p_p4s_zfc} |
   | Select the delegate | 1. Drag a callout and position it to point at the Delegate field. 2. Enter the following message in the Text field: <kbd class="ph userinput">Specify the person you want to delegate to by typing their name and selecting it when it appears.</kbd> {#usecase-set-a-vacation-delegate__ul_zbq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_ddq_t4s_zfc} |
   | Set the start date | 1. Drag a callout and position it to point at the Starts field. 2. Enter the following message in the Text field: <kbd class="ph userinput">Enter the date and time to start forwarding notifications.</kbd> {#usecase-set-a-vacation-delegate__ul_acq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_h55_x4s_zfc} |
   | Set the end date | 1. Drag a callout and position it to point at the Ends field. 2. Enter the following message in the Text field:<kbd class="ph userinput">Select the date and time to stop forwarding notifications.</kbd> {#usecase-set-a-vacation-delegate__ul_bcq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_vtk_bps_zfc} |
   | Describe the delegate options | 1. Drag a callout and position it to point at the check boxes from the Approvals check box to the Meeting invitations check box. 2. Enter the following message in the Text field: <kbd class="ph userinput">If you do not want these notifications forwarded to your delegate, you can clear any of these fields.</kbd> {#usecase-set-a-vacation-delegate__ul_ccq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_wzn_lps_zfc} |
   | Submit the delegate record | 1. Drag a callout and position it to point at the Submit button. 2. Enter the following message in the Text field:<kbd class="ph userinput"> Click Submit to add the delegate.</kbd> {#usecase-set-a-vacation-delegate__ul_dcq_nqm_xfc} | 1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step. {#usecase-set-a-vacation-delegate__ol_v34_rps_zfc} |
   | Add a conclusion | 1. Select Create Conclusion. 2. Enter the following message in the Text field: <kbd class="ph userinput">Hurrah! Your vacation delegation has been successfully completed!</kbd> {#usecase-set-a-vacation-delegate__ol_hmk_5ps_zfc} | No trigger is required. Select Save to save the step. |
   [ ]

   {#usecase-set-a-vacation-delegate__id_k1q_nqm_xfc}

## Result

The guided tour is created and listed in the Help Center.

Users can access a guided tour by navigating to a page that has one. For more information, see [Start a guided tour](https://servicenow-prod.fluidtopics.net/NXAs6weWhD7RPROu_yYRng#accessing-guided-tours "Guided Tours are available across four user interface types: Standard, Service Portal, Workspace, and Custom UI.").
**Related tasks**   

* [Create Guided Tours](https://servicenow-prod.fluidtopics.net/YMPYNGpsDF83kUUH53eRIg "After you outline the guided tour, use the Guided Tour Designer (GTD) to enter the steps using callouts and triggers.")
* [Edit Guided Tours](https://servicenow-prod.fluidtopics.net/DBN3EJHFRzgyG6DQrcodew "You can modify the settings of a guided tour by using the Guided Tour Designer (GTD).")

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