Guided tours in ERP Canvas

  • Release version: Yokohama
  • Updated January 30, 2025
  • 2 minutes to read
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    Summary of Guided tours in ERP Canvas

    Guided tours in ERP Canvas are interactive walkthroughs integrated into the ServiceNow platform, designed to help users learn and navigate the Zero Copy Connector for ERP features. These tours provide step-by-step instructions to train users on various ERP Canvas functionalities, from understanding the interface to completing specific tasks such as configuring connections or managing candidate details. Users can also create custom guided tours using the Guided Tours application in their ServiceNow instances.

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    How to Access and Use

    • Start a tour by selecting the Show help icon and then Take a Tour.
    • Follow the sequence of interactive steps by reading instructions and performing actions or selecting buttons like Begin Tour and Next.
    • You can stop the tour anytime by clicking the X on a tour step.
    • Additional detailed documentation is available via links within each tour step.
    • Complete the tour by selecting Complete at the end.

    Available Guided Tours in ERP Canvas

    Specific guided tours focus on different aspects of the Zero Copy Connector for ERP, accessible primarily through the ERP Canvas Home page:

    • How to use Zero Copy Connector for ERP: Starts from the ERP models list page.
    • How to use and manage ERP models: Accessed via individual ERP model pages.
    • Add model operation: Available on the manage model page of a selected ERP model.
    • Add entity: Also on the manage model page; users should progress through steps promptly to avoid tour interruptions.
    • How to use remote tables: Begins on the individual remote table page after selecting the Remote tables icon.
    • How to use extraction tables: Starts on the individual extraction table page accessible via the Extraction tables icon.

    Benefits for ServiceNow Customers

    These guided tours enable ServiceNow customers to quickly build expertise with ERP Canvas and the Zero Copy Connector for ERP. They simplify onboarding, reduce training time, and help users efficiently complete tasks related to ERP integration and data management within the ServiceNow platform.

    Learn about Zero Copy Connector for ERP guided tours, including how to access and take them to build your knowledge of Zero Copy Connector for ERP.

    What guided tours are

    Guided tours are part of the default ServiceNow platform. There are guided tours available to take and you can use the Guided Tours application to create custom tours yourself in your own instances.

    Tours contain interactive steps to help train and teach users. Some tours show various features in the user interface, such as an overview of a home page. Other tours help complete a task, such as configuring a connection or working with candidate details. For more information about what guided tours are and how to create them, see Exploring Guided Tours.

    How to access and use Zero Copy Connector for ERP guided tours

    To start a tour, select the Show help icon and then select Take a Tour.

    ERP Canvas systems page with show help option and take a tour button highlighted.

    You're led through a series of steps. Read the text for each step and perform the required action or select a button such as Begin Tour or Next.

    ERP Canvas systems page with first step of guided tour displayed.

    To stop a tour at any time, select the X on a tour step.

    For more information, select the View detailed documentation link on any tour step.

    At the end of the guided tour, select Complete.

    Zero Copy Connector for ERP guided tour locations

    Table 1. Guided tours available in ERP Canvas
    Guided tour name Start page Path to start page
    How to use Zero Copy Connector for ERP Zero Copy Connector for ERP models list page Navigate to ERP Canvas > ERP Canvas Home
    How to use and manage ERP models Zero Copy Connector for ERP individual model page Navigate to ERP Canvas > ERP Canvas Home and select a model
    Add model operation Zero Copy Connector for ERP manage model page Navigate to ERP Canvas > ERP Canvas Home, select a model, and select Manage Model
    Add entity
    Note:
    In this tour, move through the steps fairly quickly as the view might change during the guided tour. Delays in selecting the Next button could cause the tour to end.
    		 Zero Copy Connector for ERP manage model page Navigate to ERP Canvas > ERP Canvas Home, select a model, and select Manage Model
    How to use remote tables Zero Copy Connector for ERP individual remote table page Navigate to ERP Canvas > ERP Canvas Home, select the Remote tables icon , and select a remote table
    How to use extraction tables Zero Copy Connector for ERP individual extraction page Navigate to ERP Canvas > ERP Canvas Home, select the Extraction tables icon , and select an extraction table