Applications Administration Guide > Creating and Administering iHelp >

Creating iHelp Item Records

The first task in creating iHelp items is to create the iHelp item record.

In this task, you determine the following for the iHelp item:

  • In which applications the iHelp item is displayed
  • In which screens the iHelp item is displayed
  • Which users can see the iHelp item
  • Which administrators can modify the iHelp item
  • (Optional) Activation and expiration dates for the iHelp item
  • If the iHelp item is downloaded to remote and local databases

TIP:   Although iHelp items can be exported and imported, best practice is to create and test your iHelp item in the production environment where it will be used. While testing, restrict visibility to the item by limiting the associated responsibilities.

This task is a step in Process of iHelp Administration.

To create an iHelp item record

  1. Navigate to the Administration - iHelp screen > All iHelp Items view.
  2. Create a new record and complete the necessary fields.

    Some fields are described in the following table.



    This is the name that appears in the iHelp pane. Make sure that the name clearly identifies the iHelp item.

    Do not include any special characters such as colons or quotation marks in the Name.

    Remote Support

    iHelp items can be downloaded to regional and local databases. Use this field to determine if items are downloaded:

    • All. Items are downloaded to both regional and local databases
    • Regional. Items are downloaded to regional databases only
    • None. Items are not downloaded to databases


    Add the applications where you want the iHelp item to display. For example, if you want the iHelp item to be used in Siebel Call Center, set this field to Siebel Universal Agent (the internal name for the Call Center application).

    Make sure that all these applications contain the screens and views needed for the item iHelp you create.


    If this box is not selected, any user with access to the Administration - iHelp screen can modify the iHelp item. If you want to restrict edit access for this iHelp item, see Step 5.

    Activation Date

    (Optional) If an activation date is set, the iHelp item does not appear in the iHelp pane until that date.

    Expiration Date

    (Optional) If an expiration date is set, the iHelp item does not appear in the iHelp pane after that date.


    The status changes when the Activate, Revise, and Deactivate buttons are clicked.


    This field is automatically updated when a item of the same name is created or imported.


    (Optional) Enter a description of the iHelp item. This description is for the administrator only. The text does not appear in the iHelp pane.

  3. Set which users can see the iHelp items (in the iHelp pane or Map):
    1. Click the Responsibilities view tab.
    2. Associate the responsibilities of those users who you want to see the iHelp item.
    3. Make sure the Active flag is selected for each responsibility.

      NOTE:  Users also need to have the Task Assistant Player View associated with at least one of their responsibilities.

  4. Set the screens and views where the iHelp item appears:
    1. Click the Screens view tab.
    2. Associate screen name/business object/view tab records with the iHelp item.

      Only screens and views that are common to all the applications specified in the Application field can be associated.

      For example: to have an iHelp item appear on the Activities screen home page and the Activities screen (My Activities, My Team's Activities, and so on), associate the Action Home and the Action business objects with the item.

  5. If you want to restrict edit access for the item, set the access groups to determine who can modify the iHelp item:
    1. Click the Access Groups view tab.
    2. Associate access groups with the iHelp item. Make sure that you belong to one of the access groups.
    3. Click the More Info view and select Private check box in the form view.

      For more information about access groups, see Security Guide for Siebel Business Applications.

Applications Administration Guide