tourguide.js

A simple, lightweight, clean and small library for creating guided product tours for your web app.

256
10
JavaScript

Tourguide.js

Simple, lightweight library for creating guided tours for your web, apps and more.

A tour guide is a person who provides assistance, information on cultural, historical and contemporary heritage to people on organized tours and individual clients at educational establishments, religious and historical sites, museums, and at venues of other significant interest, attractions sites. [https://en.wikipedia.org/wiki/Tour_guide]

Examples

Fiddle with It

Want to see how it works right away? Try on JSFiddle

React

You can look at some react examples here: React examples.

Install Tourguide.js

npm i tourguidejs

or add it from jsdelivr

https://cdn.jsdelivr.net/npm/[email protected]/tourguide.min.js

https://cdn.jsdelivr.net/npm/[email protected]/tourguide.js

Why do I need Tourguide.js

Every time you build you next awesome web app, you sit back and stare lovingly at your handy-work 😃 But then inevitably someone comes along asking one and the same inconvenient question: “So, how do I use it?”

You try to explain, but people are just not getting it! You write how-tos, lengthy docs, and step-by-step guides, and yet, nothing seems to be enough.

This is why we built Tourguide.js - a simple yet powerful explainer utility, designed to help you make the reply a little bit less painful. Because, let’s face it - picture is worth a 1000 words:

Getting started

There are a few ways you can use Tourguide.js

Fiddle with it

Want to see how it works right away? Try on JSFiddle

CommonJS

Download tourguide.min.js, add it to your project libraries, and then include it on page:

<script src="tourguide.min.js"></script>

ES Module support

If you use ES modules in your project (Webpack, Rollup) import Tourguide.js like so:

import Tourguide from "tourguidejs";

Usage

Before use, Tourguide.js must be instantiated:

var tourguide = new Tourguide({options});
  • root?<string>: root element the tour steps will attach to; default is document.body
  • selector?<string>: if you want to use content based tour approach you can use this option to specify the common selector for the tour steps; default is [data-tour]
  • animationspeed?<number>: speed of all tour built-in animations; default is 120
  • padding?<number>: additional padding to add to step highlighter; default is 5(px)
  • steps?<Array<Step>>: if you choose to take JSON based tour approach provide use this property to provide the data; default is null
  • src?<string>: if you want to load the tour from a remote URL you may specify it here; default is null
  • preloadimages?<boolean>: if you want to preload images, you may set this attribute to true; default is false
  • restoreinitialposition?<boolean>: if you want to restore the scroll position after the tour ended, you may set this attribute to true; default is true
  • colors<Object>: if you want to customize the color schema of this plugin, use the following properties; the object you passed in will be combine with default values. The defaults are:
{
  fontFamily: 'sans-serif',
  fontSize: "14px",
  tooltipWidth: "40vw",
  overlayColor: "rgba(0, 0, 0, 0.5)",
  textColor: "#333",
  accentColor: "#0d6efd",
  focusColor: "auto",
  bulletColor: "auto",
  bulletVisitedColor: "auto",
  bulletCurrentColor: "auto",
  stepButtonCloseColor: "auto",
  stepButtonPrevColor: "auto",
  stepButtonNextColor: "auto",
  stepButtonCompleteColor: "auto",
  backgroundColor: "#fff",
}
  • keyboardNavigation?<Object>: if you want to enable keyboard navigation, use this attribute. each attribute can be number, string or object.
    If you want to disable the keyboard navigation, just set this option to false.

    {
      "next": "ArrowRight",
      "prev": "ArrowLeft",
      "first": "Home",
      "last": "End",
      "complete": null,
      "stop": "Escape"
    }
    
  • request?<Object>: if you want to load the tour from a remote URL you may provide request headers here
    Defaults are:

{
	options: {
		mode: "cors",
		cache: "no-cache",
	},
	headers: {
		"Content-Type": "application/json",
	},
}
  • actionHandlers?<Array<ActionHandler>>: optional array of custom step action handlers (see Handling tour actions for details)
  • contentDecorators?<Array<ContentDecorator>>: optional array of custom step decoration handlers (see Content decorators for details)
  • onStart?<Function>: callback function triggered when the tour starts
  • onStop?<Function>: callback function triggered when tour stops
  • onComplete?<Function>: callback triggered when tour completes
  • onStep?<Function>: callback triggered when a tour step is shown

Once instantiated you can use tourguide instance a several different ways:

Content based approach

Simplest approach is to read the descriptions right off the elements on page. This works best if you are using an MVC approach in your application. Simply add tour descriptions to the HTML elements in your page template:

<button aria-label="Collaborate" data-tour="step: 1; title: Step1; content: Lorem ipsum dolor sit amet">
  Collaborate
</button>

In this mode you can simply use Tourguide.js as-is:

var tourguide = new Tourguide();
tourguide.start();

About step details, See Step section.

JSON based approach

You may also write your own steps definition using JSON notation:

`[`
`  {`
`    "selector": null,`
`    "step": 1,`
`    "title": "Lets take a moment and look around Docsie library",`
`    "content": "Click a button to advance to the next step of this tour.<br/> To stop this tour at any time click a button in the top-right corner.",`
`    "image": "https://somehost.com/image.jpeg"`
`  },`
`  {`
`    "selector": "[data-component=library]:first-of-type",`
`    "step": 2,`
`    "title": "Shelf",`
`    "content": "Just like a real library &lt;mark&gt;Docsie&lt;/mark&gt; starts with &lt;dfn&gt;shelves&lt;/dfn&gt;. Each &lt;dfn&gt;shelf&lt;/dfn&gt; represnts a separate collection of ideas. You may think of them as individual websites, or website sections."`
`  }`
`]`

Once you have the complete JSON description for each of your tour steps you will have to initialize Tourguide.js passing your JSON as steps: property:

var steps = [...];
var tourguide = new Tourguide({steps: steps});
tourguide.start();

About step details, See Step section.

Remote URL approach

You may also want to load the steps remotely. To do so simply provide the target src as one of the Tourguide.js init params:

var tourguide = new Tourguide({src: "https://somedomain.com/tours/guide.json"});
tourguide.start();

About step details, See Step section.

Step

  • selector?<string>: CSS selector used to find the target element (used on JSON based approach and Remote URL approach)
  • step?<number>: tour step sequence number (when using JSON as data source this property may be omitted)
  • title<string>: tour step title
  • content<string>: write the content
    Both title and content support markdown language and content decorators (see Content decorators for details)
  • image?<url>: tour step illustration
  • width?<number>: step width in pixels (computed automatically by default)
  • height?<number>: step height in pixels (computed automatically by default)
  • layout?<enum>: this property can be horizontal or vertical and causes the tour step to be oriented horizontally or vertically (the default is vertical, works only when image is defined)
  • placement?<enum>: optional hint on where to place a tour step in relation to the step target; may be one of the following:
    • top-start
    • top
    • top-end
    • left
    • right
    • bottom-start
    • bottom
    • bottom-end
  • overlay?<boolean>: when set to false - hides step overlay (the default is true)
  • navigation?<boolean>: when set to false - hides step control buttons (the default is true)
  • actions<Action>: an array of step actions to be rendered in step footer (see Handling tour actions for details)

?* indicates the property is optional*

Content decorators

Both step title and content properties support content decorators defined in the following format:

	title: "Text ... {placeholder} ... more text.",
	content: "Text ... {fontsize,16,text} ... more text."

To render the decorated content you must provide your own custom content decorator when you initialize the tour.
To create a custom decorator simply use the provided Tourguide.ContentDecorator class:

	const decorator = new Tourguide.ContentDecorator(
          "decorator",
          function (text, matches, step, context) {
			 ... do something to the text property
            return text;
          }
        );

Decorator class requires two properties:

  • match<string | RegExp>: either a plain string or a RegExp object identifying the decorator in text
  • decoratorFn<Function(text, matches, step, context)>: function decorator will call when match has been found
    • text<string>: full text of the step content
    • matches<Array<Match>>: an array of matches found in content text
	Match {
		match: exact decorator string matched
		start: position in text where the 
		length: total length of the matched string
		properties?: optional array of additional properties 
	}
* `step<Step>`: complete current step object
* `context<Tour>`: complete tour object

Dynamic Username example

Say you would like to make your tour more user friendly and display a name of the current user in one of the tour steps:

{
	title: "Hi {username},"
}

To render an actual user name in place to the decorator placeholder you need to pass the following decorator into the your Tour initialization options:

contentDecorators: [
        new Tourguide.ContentDecorator(
          "username",
          function (text, matches, step, context) {
            let _text = text;
            matches.forEach(match => {
              _text = _text.substring(0, match.start)
                + "User Name"
                + _text.substring(match.start + match.length);
            })
            return _text;
          }
        ),
]

Dynamic font size example

It’s also possible to use the same technique to change some aspects of tour step text styling:

{
	"content": "**Click** the {fontsize,16,button} to see the {fontsize,20,result}"
}

In this example the script will match fontsize and parse two variables: 16 and button. You may then use these in your decorator function:

        new Tourguide.ContentDecorator(
          "fontsize",
          function (text, matches, step, context) {
            let _text = text;
            matches.forEach(match => {
              _text = _text.substring(0, match.start)
                + `<span style="font-size:${match.properties[0]}px">${match.properties[1]}</span>`
                + _text.substring(match.start + match.length);
            })
            return _text;
          }
        )

Handling tour actions

Tour actions provide you with an ability to display and handle additional actions in your tour steps.
Action object has the following format:

Action {
	label: string;
	action: ActionType | string;
	primary?: boolean;
	[key: string]: any;
}

Passing an array of Action[] into a tour step will result in tour rendering a row of actions in the step footer, where the button label will be the action.label, and tour action may be one of the following:

enum ActionType {
	next, // Advance tour progress by one step
	previous, // Go back to a previous step, if any
	stop // Stop the tour
}

Furthermore you can handle custom actions you may define yourself.

To handle add custom actions to the tour you may use the provided Tourguide.ActionHandler class.

	new Tourguide.ActionHandler(actionName, actionHandlerFN);

Where actionName is the name of your action that must match with the action property to passed in your Action array. For instance if you pass {label: "Custom", action: "custom"} you must then pass the following action handler as part of your tour initialization options

actionHandlers: [
	new Tourguide.ActionHandler(
		"custom",
		function (event, action, context) {
			... do something
		}
	)
]

Link action example

Let’s suppose you would like to add a link into a step footer. You may do so by passing the following action into the step object:

{
    "actions": [
      {
        "label": "Go to Google",
        "action": "link",
		 "href": "https://google.ca"
      }
    ]
}

Now to handle this action we need to create a custom handler:

actionHandlers: [
	new Tourguide.ActionHandler(
		"link",
		function (event, action, context) {
			event.preventDefault();
			window.location = action.href;
		}
	)
]

Controlling the tour

Once your tour has started you have several ways to manually control the tour flow:

tourguide.start([step])

Start the tour at any time by calling start(). You may optionally provide the step number to start the tour at a specific step (by default a tour always starts at step 1):

tourguide.start(2)

tourguide.stop()

Stop the tour at any moment by calling stop()

tourguide.next()

Causes tour to go to the next step in the sequence

tourguide.previous()

Causes tour to go to the previous step in the sequence

tourguide.go(step)

Causes tour to go to the step specified

tourguide.go(2)

Additional properties

  • tourguide.currentstep: returns the current step object

  • tourguide.length: return the number of steps on the tour

  • tourguide.steps: returns the tour steps as JSON notation

  • tourguide.hasnext: return true if there are steps remaining in the tour, otherwise returns false

  • tourguide.options: returns Tourguide.js options object

Attaching callbacks

Tourguide.js supports several helpful callbacks to help you better control the tour. You may optionally pass the callback functions into the tour instance at initialization time:

var tourguide = new Tourguide({
  `onStart:function(options){...},`
  `onStop:function(options){...},`
  `onComplete:function(){...},`
  `onStep:function(currentstep, type){...},`
});

onStart

Fires when the guided tour is started. The callback function will receive a single param:

  • options: tour options object

onStop

Fires when the guided tour stops. The callback function will receive a single param:

  • options: tour options object

onComplete

Fires when the guided tour is complete. The callback function will receives no params.

NOTE: onStop is always fired first, before onComplete is fired

onStep

Fires when tour step is activated. The callback function receives two params:

  • currentstep: tour step object

  • type: string representing the current direction of the tor; can be one of: “previous” | “next”

Step object

Each step of the tour is wrapped into a Step class. This allows you to have a direct access to the individual step properties and actions:

  • target: returns the target element step is attached to

  • el: returns the step view element

  • show(): show step element

  • hide(): hide step element

You can obtain the current step object an any time during the tour execution by calling tourguide.currentstep property:

var currentstep = tourguide.currentstep;
var stepTarget = currentstep.target;
var stepView = currentstep.el;

License

Tourguide.js is licensed under BSD 3-Clause “New” or “Revised” License

A permissive license similar to the BSD 2-Clause License, but with a 3rd clause that prohibits others from using the name of the project or its contributors to promote derived products without written consent.