Creating an iHelp Link to Start a Task

You can use an iHelp link to start a task. The following link types are available in the iHelp pane:

• An iHelp item

• A task

To create an iHelp link to start a task

1. In the Siebel client, navigate to the Administration - iHelp screen, then the All iHelp Items view.

2. Create an iHelp item.

   For more information, see Siebel Applications Administration Guide.

3. In the iHelp Items list, select an iHelp item.

4. Click Revise and then click the More Info tab.

5. In the Related Task field, select a task.

   To display a link for a task in the iHelp Pane, you must create a relationship between the task and an iHelp item on the iHelp Pane. For more information, see Siebel Applications Administration Guide.

6. To activate the iHelp item, click Activate.

   If the Activate button is not available, then click the Responsibility tab and make sure the Active Flag option includes a check mark for your responsibility. For more information, see Adding a Responsibility to a Task.

7. Click the iHelp icon to view the link that resides in the iHelp item that Siebel CRM displays to start the task.