Siebel Applications Administration Guide > Creating and Administering iHelp >

Designing iHelp

Assemble step-by-step iHelp instructions in the iHelp Designer by creating steps and connecting them with branches.

To access the iHelp Designer

1. Navigate to the Administration - iHelp screen > All iHelp Items view.
2. Drill down on the name of the iHelp item.

To create an iHelp step

1. In the iHelp Designer, drag the Step or Start icon onto the grid.

   The first step in any iHelp must be Start. The start step should navigate the user to the correct view for the iHelp item. Only one Start step is allowed per iHelp item.

2. In the Step form, complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Name	This name appear on the step's icon in the iHelp Designer. The user does not see this name.
   View	Enter a view name if you want the step to: Provide a hyperlink to a view. Highlight buttons or fields on the view. NOTE:  If you provide a hyperlink to a screen which is different from the main screen for the iHelp, you may lose record context as you navigate to the other screen. For example, a user in the Contact Activities view of the Contacts screen, highlights an activity record and clicks an iHelp link to the Activities screen. In going to the Activities screen, the record context is broken. The highlighted activity is no longer selected, and the user must query for it again. If you remain in the same screen, context is generally maintained. Only views that are common to all the applications specified in the Application field are available for selection.
   Caption	This is the text that appears in the step. Use the following tags to format step captions: <b> and </b>: Bold. <i> and </i>: Italic. <u> and </u>: Underline. <v> and </v>: View navigation links. If you add these tags to text, the text is displayed in bold and blue, and has an underline when you point to the text. <a> and </a>: External hypertext links. For example, <a href="http://www.oracle.com" target="_blank">Oracle</a>. If you add these tags to text, the text is displayed in bold and blue, and has an underline when you point to the text.
   Section Label	(Optional) If you add a section label to a step, the section label is displayed above the text, in bold, underlined text.
   Description	(Optional) For the administrator's use only. This description is not visible in the iHelp pane.

3. (Optional) Highlight a button or field:
   1. Click the Field and Button Highlights folder.
   2. In the Field and Button Highlights list, create new records and complete the fields.
4. (Optional) Create substeps:
   1. Click the SubSteps folder.
   2. In the SubSteps list, create new records, and complete the Caption field.

      If you add substeps to a step, an arrow is displayed at the end of the step caption. Click this arrow to show the substeps. Click the arrow again to hide the substeps.

      NOTE:  You cannot add view navigation links to substeps.

To connect steps with branches

1. Drag the Branches icon onto the grid.
2. Move the end points of the branch to connect two steps.
3. If multiple branches leave one step, set conditions on the branches:
   1. Click the Branches folder for the step.
   2. In the Branches list, complete the fields.

      No Condition Expression is required for the last branch in the sequence.

      For information on the Branch Condition Expression Designer, see Developing and Deploying Siebel Business Applications.