Edit Guide Search Options

This procedure describes the steps to edit guide search options.

  1. From the Workspaces explorer, right-click the workspace containing the guide you want to edit and select Open.
  2. Select the Guided Assistance relationship item on the workspace.
  3. Click the Design tab.
  4. Edit the Options button group properties. See Edit a Field or Control.

    Design Options for the Guided Assistance Relationship Item

    Option Description

    Search Report

    Click this button to select the report you want to use when searching for guides from a workspace. The report displays when you click the Search for a Guide button on the guided assistance panel or you click the Guided Assistance button on the incident ribbon and select Search. The report is also shown on the guided assistance panel on the incident workspace when the Show Search Inline option is enabled on the incident workspace.

    By default, the standard Guided Assistance Search report is used to search for guides. We recommend that you do not change the default report unless you require a custom report with different fields.

    Show Search Inline

    Selecting this option displays search fields on the guided assistance panel you can use to search for a guide. The fields displayed come from the search report you select for finding guides.

    Selecting this option prevents the Search for a Guide and Select a Guide buttons from displaying on the guided assistance panel, though these can still be accessed from the Guided Assistance button on the incident workspace ribbon.

    Show Search Button

    This option adds the Search for a Guide button on the guided assistance panel. Clicking this button on a workspace opens the Search for a Guide window where you can enter search criteria to find the guide you want.

    If this check box is not selected on the workspace designer, the Search for a Guide window can still be opened from the Guided Assistance button on the incident workspace ribbon.

    Show Select Button

    This option adds the Select a Guide button to the guided assistance panel. Clicking this button opens the Select a Guide window where you can select the guide you want from a list of available guides. See Guide Search Options.

    If this option is disabled, the Select a Guide window can still be opened from the Guided Assistance button on the incident workspace ribbon.

    Show Navigation

    This option adds the Expand Navigator check box and slider bar to the guided assistance panel. Clicking this button on a workspace lets you view all the branches in the guide simultaneously. See Guide Preview.