--- title: Create a guided tour to illustrate vacation delegation description: Use Guided Tour Designer to create a guided tour for assigning a vacation delegate. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/platform-user-interface/adoption-services/usecase-set-a-vacation-delegate.html release: australia product: Adoption Services classification: adoption-services topic_type: task last_updated: "2026-10-09" reading_time_minutes: 3 breadcrumb: [Guided Tour Designer use case, Use Guided Tours, Guided Tours, Adoption services, Configure user experiences] --- # Create a guided tour to illustrate vacation delegation 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 **All** > **Guided Tour Designer** > **Create 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. \[Omitted image "gtd-delegate-vacation.png"\] Alt text: Select Delegate List. 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:

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: `This tour will walk you through the necessary steps to effectively assign someone to manage your responsibilities while you are away on vacation.`	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: `Click New to set up a delegate who will receive your notifications while you are on vacation.` \[Omitted image "gtd-vacation-delegation-new.png"\] Alt text: Drag a callout and position it to point to a element.	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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: `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.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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: `Specify the person you want to delegate to by typing their name and selecting it when it appears.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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: `Enter the date and time to start forwarding notifications.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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:`Select the date and time to stop forwarding notifications.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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: `If you do not want these notifications forwarded to your delegate, you can clear any of these fields.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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:`Click Submit to add the delegate.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
Add a conclusion	1. Select Create Conclusion. 2. Enter the following message in the Text field: `Hurrah! Your vacation delegation has been successfully completed!`	No trigger is required. Select Save to save the step.

## 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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/adoption-services/accessing-guided-tours.md). **Parent Topic:**[Guided Tour Designer use case](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/adoption-services/guided-tour-designer-use-case.md) **Related topics** [Create Guided Tours](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/adoption-services/add-guided-tour.md) [Edit Guided Tours](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/platform-user-interface/adoption-services/edit-guided-tour.md)

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: `This tour will walk you through the necessary steps to effectively assign someone to manage your responsibilities while you are away on vacation.`	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: `Click New to set up a delegate who will receive your notifications while you are on vacation.` \[Omitted image "gtd-vacation-delegation-new.png"\] Alt text: Drag a callout and position it to point to a element.	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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: `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.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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: `Specify the person you want to delegate to by typing their name and selecting it when it appears.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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: `Enter the date and time to start forwarding notifications.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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:`Select the date and time to stop forwarding notifications.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
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: `If you do not want these notifications forwarded to your delegate, you can clear any of these fields.`	1. From the Choose action list, select Trigger next step on next button click. 2. Select Save to save the step.
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:`Click Submit to add the delegate.`	1. From the Choose action list, select Trigger next step on click. 2. Select Save to save the step.
Add a conclusion	1. Select Create Conclusion. 2. Enter the following message in the Text field: `Hurrah! Your vacation delegation has been successfully completed!`	No trigger is required. Select Save to save the step.