4Setting Up Help Management

Setting Up Contextual Help

Contextual help provides customized guidance for users at the page, section, and field level. Contextual help content is stored in your database and accessed through icons that appear on the associated pages.

You add, modify, and delete contextual help entries on the Contextual Help page.

Note: Use the Contextual Help page to create contextual help for static pages delivered by Oracle. You can also create contextual help using the Intake Form Designer. For more information, see Adding Contextual Help to Forms.

Adding a Contextual Help Entry

1. Select Help Management > Contextual Help.

2. On the Contextual Help page, click Add.

3. On the Contextual Help page, enter values for the following fields:

   Page Element	Description
   Type Code	Enter a unique identifier for the contextual help entry.
   Page Name	Enter the name of the page for which you are adding contextual help.
   Page Object	Enter the page element for which you are adding contextual help.
   Description	Enter a description of the contextual help entry.

4. Add contextual help details.

5. Click Save.

Adding Contextual Help Details

1. On the Contextual Help page, click Add.

2. On the Add Contextual Help Details page, enter values for the following fields:

   Page Element	Description
   Enabled	Click to make this contextual help content available on the associated page.
   Help Content	Enter the contextual help content using formatted text, images, and links.

3. Click Save.

Modifying a Contextual Help Entry

1. Select Help Management > Contextual Help.

2. Click a row on the Contextual Help page.

3. On the Contextual Help page you can:

   • Update the contextual help description.

   • Add, modify, or delete contextual help details.

4. Click Save.

Modifying Contextual Help Details

1. Click a contextual help details row on the Contextual Help page.

2. On the Contextual Help Details page you can:

   • Disable the help content. Disabled help content no longer appears for the associated page.

   • Edit the contextual help content.

   • Delete the help details. You will be prompted to confirm the permanent deletion.

   Note: You can modify and delete only agency-defined contextual help details.

3. Click Save.

Deleting Contextual Help Details

1. Click Edit for the Contextual Help Details grid on the Contextual Help Details page.

2. Select the check boxes next to all the rows of help details you want to delete.

3. Click Delete. You will be prompted to confirm the permanent deletion.

Note: You can delete only agency-defined contextual help details.