Cross-Product Features | Add your content to a help window
Hello my name is Tanya. In this tutorial I’ll show you how to add your content to a help window.
Let's start by going to the page where we'll add help.
Click Procurement.
Click Purchase Requisitions.
Here's the help window for this page, and because I have the right admin privileges, I can click here to add or change the links in the window.
Click the UAP for the page, and then click the Manage Help Content link.
First, I want to add my own help and link to it from the help window.
Click the Create icon.
I can add help in three ways: upload a file, enter my content in this window, or link to a web page. I want to use the text editor here, so I'll leave Text as the help type.
Open the Help Type LOV to show the options, and then select Text.
Let’s also leave the status as Active so that my link shows up in the help window.
Highlight the Status field.
Next we have the title, which is the text for the link that'll appear in the help window.
In the Topic Title Field, enter Best Practices and Policies.
Finally, I enter my help content, and save my work.
Enter or paste the contents of the help topic into the rich text editor field.
Click Save and Close.
So now we see the help I just added, and it’s already there on the help window.
Highlight the row with Company Policies.
Close the Manage Help Content dialog box, then click the Help icon and highlight the Best Practices and Policies link.
My help is looking good!
Click the Best Practices and Policies link.
Besides adding my own help, I can also hide what’s already there, let’s say this one.
Go back to the Help window, click Manage Help Content and select How You Set Your Preferences to Enable Requisition Creation.
Inactive help won’t appear on any help window, but we can always change it back later.
Click Change Status and select Inactive.
Click Save and Close.
Now we see that the help is inactive, and we don’t see the link any more.
Highlight the inactive topic.
Close the Manage Help Content dialog box.
Click the Help icon. Add an arrow to indicate where the now hidden link used to be.
I can also hide my own help, or change my content at any time.
Click the Manage Help Content link. Click to select the Best Practices and Policies topic, then click the Edit icon.
Highlight the Status option and then the text editor.
Click Cancel.
We can also link to help that was already created elsewhere. Then I’ll have many links here and I can reorder them. But for now, I’m good to go!
Highlight and hover over the Select and Add icon, and then highlight the Reorder button.
Thanks for watching.