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

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia ServiceNow AI Platform user interface

ft:clusterId :

    - platux

bundleId :

    - platux

workflow :

    - Platform


---

# Create a Guided Setup

# Create a Guided Setup {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Create a Guided Setup to assist users with planning the roll-out of a product and performing the basic configurations to go live.

## Antes de Iniciar

Role required: sn_help_setup_admin or sn_help_setup_player

The Guided Setup builder is supported by the Process Automation Designer.

## Procedimento

1. Navigate to AllAdoption ServicesGuided Setup.
2. Select the Build your guided setups tab.
3. Select Create new.
4. Select Get started.
5. Fill in the form.  
   {#create-guided-setup__table_wp5_xzh_rsb__entry__2}

   | Field | Definition |
   |-|-|
   | Name | The name of your guided setup. |
   | Description | Describe the purpose of this guided setup. |
   | User roles | Roles required to access the guided setup. |
   [Tabela 1. Introduce the Guided Setup form]

   {#create-guided-setup__table_wp5_xzh_rsb}
6. Select Continue.
7. To add a stage to your Guided Setup, select Board view do the following:
   1. Select Add stage.
   2. Fill in the form.  
      * Label
      * Description
      * Start rule
        * When the process starts
        * After specific stages
        {#create-guided-setup__ul_bgj_lt1_3bc}
      {#create-guided-setup__ul_nxt_ht1_3bc}
   3. Select Save and close.
   4. After creating your stages, select Add activity.
   5. Select Guided Setup and one of the following activities:  
      * External links - Shows a list of external links such as docs and videos in the playbook UI.
      * Iframe - Embed any page inside an iframe using a page url.
      * Plugin Install - Installs a list of plugins from the provided plugin query.

      {#create-guided-setup__ul_rnw_dw1_3bc}
   6. Fill in the form.
   7. In the Details tab, fill in  
      * Label
      * Description
      * Start Rule
      * Select Show additional options
        * Playbook display order
        * Start with delay
        * Run condition
        * Restart rules
        {#create-guided-setup__ul_ak4_xx1_3bc}
      {#create-guided-setup__ul_d4s_sx1_3bc}
   8. In the Automation tab, fill in  
      * For Iframe activity: Add URL
      * For External Links activity: Add External links
      * For Plugin Install activity: Add Plugin query
      * select Show additional options
        * Assigned to
        * Assignment group
        * Wait for user input
        {#create-guided-setup__ul_mqp_xy1_3bc}
      {#create-guided-setup__ul_j1j_fy1_3bc}
   9. **Opcional:** In the UI Layout tab, fill in  
      * Select Show additional options
      * associated_table
      * associated_record
      * experience_status_table
      * experience_status_record
      * title
      * description
      * icon
      * footer
      * tagline
      {#create-guided-setup__ul_o2b_4y1_3bc}
   10. Select Save and close.
   11. Select Activate and then Finalize when you're complete with configuring your stages.
   12. Select the check box and Continue.
   13. Create an optional pre-setup checklist and select Finalize.  
       For example:
       * Image for header
       * Content for company description
       * Company logo
       {#create-guided-setup__ul_f5f_vyb_hbc}
   {#create-guided-setup__substeps_ypp_jk3_rsb}
8. To delete a stage or activity, do the following:
   1. To delete a stage, select the more actions menu ![More actions icon]() on your stage.  
      * Configure stage
      * Add stage before
      * Add stage after
      * Delete stage
      {#create-guided-setup__ul_ijm_21c_hbc}
   2. To delete an activity, select the more actions menu ![More actions icon]() on an activity.  
      * Configure activity
      * Configure subflow in Flow Designer
      * Move activity
      * Delete activity
      {#create-guided-setup__ul_vcv_j1c_hbc}
   {#create-guided-setup__substeps_hkn_1k2_ltb}