Siebel 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

You can create iHelp items in several ways. You can import and export the items, or you can create the items manually. If you create the items manually, make sure that you test your iHelp items in either of the following ways:

• Create and test your iHelp item in the intended production environment. While you test, restrict the responsibilities associated with the iHelp item to restrict visibility of the item. For more information, about how to restrict responsibilities, see the following task about how to create an iHelp item record.
• Create and test your iHelp item in your development environment, then use ADM to deploy the item to production. For information about ADM and iHelp, see Siebel Application Deployment Manager Guide.

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.

   Field	Comments
   Name	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
   Application	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 iHelp item that you create.
   Related Task	Select a task to which you want to link from the iHelp item. If you enter a value in this field, colored text appears in the iHelp item to indicate that you can use the task-based UI for this task. You cannot pass the current UI context to a related task. For example, if the user has selected a contact, then selects an add activity task from iHelp, you cannot pass the selected contact to the Activities form.
   'Show Me' Location	Type the location of a file or a URL to open when a user clicks the Show me more link at the end of the iHelp item. If you enter the location of a file in this field, you must specify a relative path. If you enter a URL, you must use the HTTP protocol. You must also specify the protocol in the URL; that is, include http://. If you do not enter a value in this field, a Show me more link is not displayed in the iHelp item.
   Private	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.
   Status	The status changes when the Activate, Revise, and Deactivate buttons on the All Help Items view are clicked.
   Version	This field is automatically updated when an item of the same name is created or imported.
   Description	(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 must have the Task Assistant Player View associated with at least one of their responsibilities. For more information about how to associate views and responsibilities with users, see Siebel Security Guide.

4. Specify the locations in the application where you want the iHelp item to appear. When you specify a location, you specify a combination of screens, business objects, and view tabs.

   iHelp items are mapped to business objects. Business objects are often uniquely associated with a particular screen, but there are some exceptions to this. For example, business object home pages do not have this unique relationship. If you want an iHelp item to appear on both the Activities Home Page and other views under the Activities screen, you must associate both of the following business objects with the iHelp item:

   • Action Home
   • Action

     To specify the locations in the UI where you want the iHelp item to appear, perform the following steps:

   1. Click the Screens view tab.
   2. Click New, then select a combination of screens, business objects, and view tabs where you want the iHelp item to appear.

      You can select only a combination of screens, business objects, and view tabs, which is common to all the applications specified in the Application field.

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 Siebel Security Guide.

To add additional help topics to an iHelp item

1. Navigate to the Administration - iHelp screen > All iHelp Items view.
2. Select the iHelp item you want to work with, and then click the Related iHelp tab.
3. Click New on the Related iHelp form, and then select an iHelp item from the iHelp Item dialog.

   You can use the numerals in the Order field for each help topic to specify the order in which the help topics are displayed in the iHelp item.