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.

This task is a step in Process of Administering iHelp.

To access the iHelp Designer

  1. Navigate to the Administration - iHelp screen, then the All iHelp Items view.
  2. Drill down on the Name field of the iHelp item.

Creating an iHelp Step

Complete the following procedure to create an iHelp step.

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 navigates the user to the correct view for the iHelp item. Only one Start step is allowed for each iHelp item.

  2. In the Step form, complete the fields.

    Some fields are described in the following table.



    Type the name that appears on the step's icon in the iHelp Designer. The user does not see this name.


    Select 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 might 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 Siebel Business Applications specified in the Application field are available for selection.


    Type the text that appears in the step. Use the following tags to format step captions:

    • <b> and </b> for bold.
    • <i> and </i> for italics.
    • <u> and </u> for underline.
    • <v> and </v> for view navigation links. If you add these tags to text, the text appears in bold and blue, and has an underline when you point to the text.
    • <a> and </a> for external hypertext links. For example, <a href="" target="_blank">Oracle</a>. If you add these tags to text, the text appears in bold and blue, and has an underline when you point to the text.

    Section Label

    (Optional) Type the section label that appears above the step text in bold, underlined text.


    (Optional) Type information for only the administrator's use. This description is not visible in the iHelp pane.

  3. (Optional) Highlight a button or field by completing the following steps:
    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 by completing the following steps:
    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 appears 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.

Connecting Steps With Branches

Complete the following procedure to connect steps with branches.

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 by completing the following steps:
    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 about the Branch Condition Expression Designer, see Developing and Deploying Siebel Business Applications.

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