User tours are an invaluable usability feature for web applications. They allow you to onboard new users effectively, providing step-by-step guides to help them understand the software. Tours can also serve as a quick reference for recurring tasks or advanced features.
The Goal: Cross-Page Tour Solution
We aim to create a solution that allows you to create onboarding experience that span across multiple pages in the react application. Here is how it looks :
Ant Design Tour: A Local Solution
Ant Design provides a Tour component to create interactive guides. However, it has some limitations:
- It works locally within a single component.
- It relies heavily on React refs, making it less flexible for applications spanning multiple pages.
Here’s an example from the official documentation that demonstrates a basic local implementation:
import React, { useRef, useState } from 'react'; import { EllipsisOutlined } from '@ant-design/icons'; import { Button, Divider, Space, Tour } from 'antd'; const App = () => { const ref1 = useRef(null); const ref2 = useRef(null); const ref3 = useRef(null); const [open, setOpen] = useState(false); const steps = [ { title: 'Upload File', description: 'Put your files here.', target: () => ref1.current }, { title: 'Save', description: 'Save your changes.', target: () => ref2.current }, { title: 'Other Actions', description: 'Click to see other actions.', target: () => ref3.current }, ]; return ( <button type="primary" onclick="{()"> setOpen(true)}>Begin Tour</button> <divider></divider> <space> <button ref="{ref1}">Upload</button> <button ref="{ref2}" type="primary">Save</button> <button ref="{ref3}" icon="{<EllipsisOutlined"></button>} /> </space> <tour open="{open}" onclose="{()"> setOpen(false)} steps={steps} /> > ); }; export default App; </tour>
While this implementation works well for single pages, it falls short in scenarios where tours span across pages in your React application.
Here’s how we implement this:
Pre steps , app.jsx, routes.jsx, routesNames.js :
import { RouterProvider } from "react-router-dom"; import AppRouter from "./routes"; export default function App() { return <routerprovider router="{AppRouter}"></routerprovider>; }
export const ROUTE_NAMES = { HOME: "/", ABOUT: "/about", };
import AppLayout from "./AppLayout"; import { createBrowserRouter } from "react-router-dom"; import { ROUTE_NAMES } from "./routeNames"; import { Home } from "./components/Home"; import { About } from "./components/About"; import { Result } from "antd"; import {TourProvider} from "./TourContext"; const GetItem = (label, key, icon, to, children = [], type) => { return !to ? { key, icon, children, label, type, } : { key, icon, to, label, }; }; const GetRoute = (path, element, params = null) => { return { path, element, }; }; const WithAppLayout = (Component) => <tourprovider><applayout>{Component}</applayout></tourprovider>; export const routeItems = [ GetItem("Home", "home", null, ROUTE_NAMES.HOME), GetItem("About", "about", null, ROUTE_NAMES.ABOUT), ]; const AppRouter = createBrowserRouter([ GetRoute(ROUTE_NAMES.HOME, WithAppLayout(<home></home>)), GetRoute(ROUTE_NAMES.ABOUT, WithAppLayout(<about></about>)), GetRoute( "*", <result status="404" title="404" subtitle="Sorry, the page you visited does not exist."></result> ), ]); export default AppRouter;
Step 1: Set Up a Global Tour Context
We use React Context to manage the tour's global state, including the active tour steps.
import React, { createContext, useState, useEffect } from "react"; import { useNavigate } from "react-router-dom"; import { APP_TOURS } from "./steps"; const TourContext = createContext(); export const TourProvider = ({ children }) => { const [isTourActive, setTourActive] = useState(false); const navigate = useNavigate(); useEffect(() => { if (isTourActive) { navigate("/home"); // Redirect to the starting point of the tour } }, [isTourActive, navigate]); return ( <tourcontext.provider value="{{" istouractive settouractive steps: app_tours> {children} </tourcontext.provider> ); }; export default TourContext;
Step 2: Define Global Tour Steps
Instead of React refs, we use querySelector to dynamically fetch elements by a custom data-tour-id attribute.
const getTourStepElement = (id) => document.querySelector(`[data-tour-id="${id}"]`); export const APP_TOURS = { "/home": [ { title: "Upload File", description: "Put your files here.", target: () => getTourStepElement("upload") }, { title: "Save", description: "Save your changes.", target: () => getTourStepElement("save") }, { type: "navigate", to: "/about", title: "About Us", description: "Learn more about us." }, ], "/about": [ { title: "About Us", description: "Here's what we are all about.", target: () => getTourStepElement("about") }, ], };
Step 3: Create a Global Tour Component
This component dynamically handles navigation and steps across pages.
import React, { useContext } from "react"; import { Tour } from "antd"; import { useNavigate } from "react-router-dom"; import TourContext from "./TourContext"; export const GlobalTour = () => { const { isTourActive, steps, setTourActive } = useContext(TourContext); const navigate = useNavigate(); return ( <tour open="{isTourActive}" onclose="{()"> setTourActive(false)} steps={steps} onChange={(current) => { const step = steps[current]; if (step.type === "navigate") { navigate(step.to); } }} /> ); }; </tour>
Step 4: Integrate into App Layout
The tour is seamlessly integrated into the layout, accessible from any page.
import React, { useContext } from "react"; import { Layout, Button } from "antd"; import { Link } from "react-router-dom"; import TourContext from "./TourContext"; import { GlobalTour } from "./GlobalTour"; const { Header, Content, Footer } = Layout; const AppLayout = ({ children }) => { const { setTourActive } = useContext(TourContext); return ( <layout> <header> <link to="/home">Home <link to="/about">About <button onclick="{()"> setTourActive(true)}>Start Tour</button> </header> <content>{children}</content> <footer>© {new Date().getFullYear()} My App</footer> <globaltour></globaltour> </layout> ); }; export default AppLayout;
Step 5: Add steps tour IDs
Since our tour span across multiple pages , we will assig data-tour-id for each component we want to highlight in our steps
import { Button, Space } from "antd"; import { EllipsisOutlined } from "@ant-design/icons"; export const Home = () => { return ( <button data-tour-id="upload">Upload</button> <button data-tour-id="save" type="primary"> Save </button> <button data-tour-id="actions" icon="{<EllipsisOutlined"></button>} /> > ); };
export const About = () => { return <div data-tour-id="about">About</div>; };
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