---
title: Create an onboarding modal
description: Create your own onboarding modals to introduce your users to a new experience or application.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/platform-user-interface/adoption-services/create-unified-nav-onboarding-experience.html
release: australia
product: Adoption Services
classification: adoption-services
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 5
breadcrumb: [Configure, Onboarding modals, Adoption services, Configure user experiences]
---

# Create an onboarding modal

Create your own onboarding modals to introduce your users to a new experience or application.

## Before you begin

Role required: admin

## Procedure

1.  Navigate to **All** > **Adoption Services** > **Create Guidance**.

2.  To create your onboarding modal, do the following:

    1.  On the form, fill in the fields.

        |Field|Description|
        |-----|-----------|
        |Order|Order that the guidance displays. The lowest number displays first and the next chronological number follows.|
        |Name|Name of the onboarding experience.|
        |Type|Type of guidance that appears in the UI. Select **Modal**.|
        |Roles|Roles for this guidance.|
        |Application|Application for the guidance.|
        |Status|Status of the guidance.|
        |Active|Select to enable or disable the guidance.|

    2.  Select **Submit**.

3.  To launch an Onboarding modal once created, do the following:

    1.  Create a client script in UIB.

    2.  Under the code snippet enter `api.emit('SN_HELP#GUIDANCE_START_REQUESTED',{guidanceId:"ID"});`

    3.  Replace the ID with the sys\_id of the modal guidance to be opened.

    4.  Save the page.

    5.  Select **Body** in the left panel of the UIB page.

    6.  In the right panel, select the **Events** tab.

    7.  Under **Dispatched Events** select **Add**.

    8.  In the event name, add `SN_HELP#GUIDANCE_START_REQUESTED` and give the label with a name.

    9.  Select **Save**.

4.  To create embedded help guidance steps, do the following:

    1.  Select your guidance from the Guidances list.

    2.  On the Help Guidance Steps related list, select **New**.

    3.  On the form, fill in the fields.

<table id="table_fdb_lmn_jsb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Name of your guidance.

</td></tr><tr><td>

Layout

</td><td>

Selected layout of the guidance.-   Video
-   Image
-   Text
-   Question
-   Image and Text
-   Image and Question


</td></tr><tr><td>

Order

</td><td>

Order that the guidance displays. The lowest number displays first and the next chronological number follows.

</td></tr><tr><td>

Action Label

</td><td>

Button labels that enable the user to navigate the guidance modal.

</td></tr><tr><td>

Application

</td><td>

Application scope for the guidance. This guidance applies to the Global scope.

</td></tr><tr><td>

Guidance

</td><td>

The guidance that this Help Guidance Step applies to.

</td></tr></tbody>
</table>    4.  Select **Submit**.

5.  To create help contents for your help guidance steps, do the following:

    1.  Select your help guidance step in the related list.

    2.  On the Help Contents related list, select **New**.

    3.  **Note:** Form fields are different for each type of guidance. Refer to the correct form for your guidance.

        On the text form, fill in the fields.

        |Field|Description|
        |-----|-----------|
        |Title|Title of the help content.|
        |Subtitle|Subtitle that's displayed in the modal of the help content in the UI.|
        |Type|Type of guidance that's selected.|
        |Application|Application scope for the guidance.|
        |Guidance Step|Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History.|
        |Default|Help content that is the default for the guidance step.|
        |Footer|Footer that's displayed in the modal of the help content in the UI.|
        |Provide Custom HTML|Custom HTML for your help content.|
        |Text|Text that displays in the modal of the help content in the UI.|

    4.  Click **Submit**.

    5.  On the video form, fill in the fields.

<table id="table_mkw_g24_2cc1"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Title

</td><td>

Title of the help content.

</td></tr><tr><td>

Subtitle

</td><td>

Subtitle that's displayed in the modal of the help content in the UI.

</td></tr><tr><td>

Type

</td><td>

Type of guidance that's selected.

</td></tr><tr><td>

Video Link

</td><td>

The link for your video to display.**Note:** Only YouTube and Vimeo are supported.

</td></tr><tr><td>

Application

</td><td>

Application scope for the guidance.

</td></tr><tr><td>

Guidance Step

</td><td>

Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History.

</td></tr><tr><td>

Default

</td><td>

Help content that is the default for the guidance step.

</td></tr><tr><td>

Footer

</td><td>

Footer that's displayed in the modal of the help content in the UI.

</td></tr><tr><td>

Provide Custom HTML

</td><td>

Custom HTML for your help content.

</td></tr><tr><td>

Alternate Text

</td><td>

Alternate text that displays in the modal of the help content in the UI.

</td></tr></tbody>
</table>    6.  Click **Submit**.

    7.  On the image form, fill in the fields.

        |Field|Description|
        |-----|-----------|
        |Title|Title of the help content.|
        |Subtitle|Subtitle that's displayed in the modal of the help content in the UI.|
        |Type|Type of guidance that's selected.|
        |Image|The image selected to display in your guidance.|
        |Application|Application scope for the guidance.|
        |Guidance Step|Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History.|
        |Default|Help content that is the default for the guidance step.|
        |Footer|Footer that's displayed in the modal of the help content in the UI.|
        |Provide Custom HTML|Custom HTML for your help content.|
        |Provide Image Link|The image link is displayed in the guidance.|
        |Alternate Text|Alternate text that displays in the modal of the help content in the UI.|

    8.  Click **Submit**.

    9.  On the question form, fill in the fields.

        |Field|Description|
        |-----|-----------|
        |Title|Title of the help content.|
        |Subtitle|Subtitle that's displayed in the modal of the help content in the UI.|
        |Type|Type of guidance that's selected.|
        |Application|Application scope for the guidance.|
        |Guidance Step|Help Guidance Step that this Help Content is associated with. For example, Intro/welcome, All menu, and History.|
        |Default|Help content that is the default for the guidance step.|
        |Footer|Footer that's displayed in the modal of the help content in the UI.|
        |Provide Custom HTML|Custom HTML for your help content.|

    10. Select **Submit**.

    11. Select **New** in the Help Question related field.

<table id="table_rkd_yf4_2cc4"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Question

</td><td>

The content of the question to add in the guidance.

</td></tr><tr><td>

Order

</td><td>

The order of the question in the guidance.

</td></tr><tr><td>

Variant

</td><td>

The variant of the question.-   Radio is selected for questions with only one answer.
-   Checkbox is selected for questions with multiple answers.


</td></tr><tr><td>

Application

</td><td>

Application scope for the guidance.

</td></tr><tr><td>

Help Content

</td><td>

The Help Content that the question is created for.

</td></tr><tr><td>

Mandatory

</td><td>

The question is Mandatory when selected.

</td></tr></tbody>
</table>    12. Select **New** in the Help Answers related field to create answers.

        |Field|Description|
        |-----|-----------|
        |Label|The label for the answer.|
        |Value|The value for the answer.|
        |Order|The order of the answer.|
        |Application|Application scope for the guidance.|
        |Question|The question the answer is created for.|

    13. Select **Submit**.

6.  Create any additional guidance that you want to build your onboarding experience.

7.  When you're done building your onboarding guidance, confirm that the status of your guidance is set to **Published** on the Guidance form.

8.  On the Guidance form, select **Update**.


**Parent Topic:**[Configure](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/adoption-services/configure-onboarding-modals.md)