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Add custom embedded help content

Add custom embedded help content

You can create a new custom embedded help topic, for example, if you have a custom application and you want to provide help to users.

Before you begin

Role required: embedded_help_admin or admin

About this task

When you write content for your users, keep the following limitations in mind.
  • You cannot include images or videos in embedded help content.
  • To add a related information link, you must use a full URL, not a relative URL.
  • Best practice is not to use the highlight text tool, as the color may make text unreadable depending on the theme the user has selected.

Procedure

  1. Navigate to Embedded Help > Help Content.
  2. Click New.
  3. Complete the form.
    Field Description
    Name Enter the embedded help topic name. A typical name is the title of the page to which it applies.
    Page Enter the UI page this content provides help for, without the .do file extension.

    Modifier Select the modifier, typically Normal.
    • Normal content appears for any user with the appropriate role who navigates to the page.
    • Setup content appears when the page is accessed from a link in Guided Setup.
    Role Select the role that the topic is written for.

    All roles that contain the role also see the content, unless another topic targeted to their role exists for the same page. For more information, see Embedded help roles

    Active Select the check box to make this content appear. Clear the check box to prevent the content from being available, for example, to have someone review it before it is accessed on the UI page.
    Product Enterprise is the default, and should not be changed.
    Version Select a version, if different from the current version of your instance. To provide content for a custom application or information relevant to your organization business process, select All.
    Order Change the default role, if needed. The order defaults based on the selected role. For more information about default order priority numbers, see Embedded help roles.
  4. In the Content field, enter the text using the HTML formatting tools as needed.
    If you add a link, enter the full URL to the web page. A good practice is to select New window (_blank) as the Target.
    Note: Do not add images or videos in an embedded help topic. Images and videos are removed from the content section when the record is saved.
  5. Click Submit.