Form Tour
Overview
Below is a business-focused explanation of the Form Tour document type, written for practical use within Dafater.
What the Form Tour is Used for in Business Operations
Form Tour is used to guide users step-by-step while they are working on a specific form in Dafater. It acts as an in-application walkthrough that explains how to complete a form correctly, what each section is used for, and what actions the user should take.
From a business perspective, Form Tour helps:
- Reduce user errors during data entry
- Improve adoption of new processes or forms
- Standardize how employees use critical business documents
- Minimize training time for new staff
Instead of relying on manuals or external training sessions, Form Tour delivers guidance directly where the user needs it.
Prerequisites or Setup Requirements
Before using Form Tour, the following should be in place:
- The business form or record that users will work on must already be finalized
- Business rules and expected usage of the form should be clearly defined
- Key steps, fields, and decisions within the form should be identified
- The target user group (new users, specific departments, or all users) should be clear
Form Tour works best when the underlying process is stable and well understood.
Typical Workflow and How It Fits into Business Processes
A typical business workflow using Form Tour looks like this:
- A user opens a form as part of their daily work
- Form Tour automatically starts or is triggered manually
- The user is guided through each important section of the form
- Explanations clarify what information is required and why
- The user completes the form correctly and with confidence
Form Tour fits naturally into:
- Employee onboarding workflows
- Rollout of new business processes
- Process improvement initiatives
- Compliance-driven data entry processes
It ensures that business processes are followed consistently, even by less experienced users.
Key Business Scenarios Where Form Tour Is Essential
Form Tour is especially valuable in these scenarios:
- New employee onboarding: Teaching new hires how to use business forms correctly from day one
- Process changes: Guiding users when forms or workflows are updated
- Complex forms: Explaining multi-step or compliance-sensitive documents
- Cross-department usage: Ensuring consistent form usage across teams
- Audit and compliance environments: Reducing mistakes that could lead to rework or audit issues
In all these cases, Form Tour helps protect business data quality and operational efficiency.
Important Considerations for Users
When using Form Tour, users should keep in mind:
- Form Tour is a guide, not a replacement for business policy or approval authority
- Users should still follow company rules and approvals even if the form is easy to complete
- Feedback from users should be collected to improve or update the tour
- Tours should be reviewed periodically to ensure they match current business practices
For best results, Form Tour should evolve along with the business process it supports.
Summary
Form Tour is a powerful business enablement tool in Dafater that ensures users understand how and why to complete forms correctly. It improves efficiency, reduces errors, and supports consistent execution of business processes across the organization.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Tour title displayed to users in Dafater. |
| view_name | View | Select | Workspaces, List, Form, Tree, Page | Select Dafater interface view where the tour applies. | |
| workspace_name | Select Workspace | Link | Workspace | Choose Dafater workspace to launch the guided tour. | |
| list_name | Select List View | Select | List, Report, Dashboard, Kanban, Gantt, Calenda... | Select Dafater list or analytical view for the tour. | |
| report_name | Select Report | Link | Report | Link the Dafater report covered by this tour. | |
| dashboard_name | Select Dashboard | Link | Dashboard | Specify Dafater dashboard demonstrated during the tour. | |
| newdocumentform | New Document Form | Check | - | Indicates tour starts on creating a new Dafater document. | |
| page_name | Select Page | Link | Page | Select Dafater page where the tour will run. | |
| reference_doctype | Reference Document | Link | DocType | Reference Dafater document type used in this tour. | |
| module | Module | Link | Module Def | Associate the tour with a specific Dafater module. | |
| ui_tour | UI Tour | Check | - | Mark as Dafater user interface guided tour. | |
| track_steps | Track Steps | Check | - | Track user progress through Dafater tour steps. | |
| is_standard | Is Standard | Check | - | Identify whether this is a standard Dafater tour. | |
| saveoncomplete | Save on Completion | Check | - | Automatically save progress when Dafater tour is completed. | |
| first_document | Show First Document Tour | Check | - | Show tour automatically on user's first Dafater document. | |
| includenamefield | Include Name Field | Check | - | Include document name field in Dafater tour steps. | |
| page_route | Page Route | Small Text | - | Define the Dafater page route used to open tour. | |
| steps | Steps | Table | ✓ | Form Tour Step | List of sequential steps guiding users within Dafater. |
Child Tables
Steps (Form Tour Step)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| ui_tour | UI Tour | Check | - | Indicates step belongs to a Dafater user interface tour | |
| istablefield | Is Table Field | Check | - | Marks whether the target field is inside a child table | |
| title | Title | Data | ✓ | - | Step heading shown to users during the guided tour |
| parent_fieldname | Parent Field | Select | - | Parent table field containing the target child field | |
| fieldname | Fieldname | Select | - | Specific Dafater field highlighted in this tour step | |
| element_selector | Element Selector | Data | - | CSS selector identifying the exact UI element | |
| parentelementselector | Parent Element Selector | Data | - | CSS selector for parent container of the target element | |
| description | Description | HTML Editor | ✓ | - | Main instructional content displayed for this tour step |
| ondemand_description | Popover or Modal Description | HTML Editor | - | Additional popover or modal guidance shown on demand | |
| position | Position | Select | Left, Left Center, Left Bottom, Top, Top Center... | Placement of tooltip or popover relative to element | |
| hide_buttons | Hide Buttons | Check | - | Hides navigation buttons for this tour step | |
| popover_element | Popover Element | Check | - | Displays guidance as a popover instead of tooltip | |
| modal_trigger | Modal Trigger | Check | - | Triggers a modal window for this tour step | |
| offset_x | Offset X | Int | - | Horizontal position adjustment for tooltip or popover | |
| offset_y | Offset Y | Int | - | Vertical position adjustment for tooltip or popover | |
| nextonclick | Next on Click | Check | - | Automatically moves to next step on element click | |
| label | Label | Data | - | Displayed label of the referenced Dafater field | |
| fieldtype | Fieldtype | Data | - | Technical field type of the referenced Dafater field | |
| hasnextcondition | Has Next Condition | Check | - | Enables conditional logic to control next step | |
| nextstepcondition | Next Step Condition | Code | JS | JavaScript condition deciding whether to proceed | |
| nextformtour | Next Form Tour | Link | Form Tour | Links to another Dafater form tour sequence | |
| child_doctype | Child Doctype | Data | - | Child DocType name when targeting table fields |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Onboarding Step | Linked from | Desk |
| Dashboard | Links to | Desk |
| Module Def | Links to | Core |
| Page | Links to | Core |
| Report | Links to | Core |
| Workspace | Links to | Desk |