I am trying to setup an onboarding kit for new customizations developed.
As a part of this i need to create the below
Module Onboarding
Onboarding Step
Onboarding Step Map
Form Tours
But i am not able create any of the entries except for Form Tours. Any idea how to overcome this
Note: I logged in using Administrator
On ERPNext:** v14.8.0 Docker instance
It seems the options are not visible from the desk search bar.
Log in as administrator, go to workspace list.
Go to a specific workspace, click the onboarding field, at the very bottom of the drop down menu there’s the option to create a new Module Onboarding.
The same goes for the Onboarding Steps. On Module Onboarding, when you click the Step field in the child table, you have the option to add new Onboarding Steps (only visible to Administrator).
enabling developer mode makes the onboarding steps cascaded to other sites.
Our intention is to develop onboarding steps for custom developments specific to a client.