Create user guide help

User guide help documents are grouped in appropriate sections on the page and listed in a configurable order. Add your sections to a help page.

1. Create a page.
   1. Navigate to System User Guide > Administration > Help Pages and click New.
   2. Complete the form.

      Table 1. Help page field definitions

      Field	Description
      ID	Page identification used by the system to create a help URL.
      Application	Application scope for this help page. This field is read-only and defaults to the Global scope.
      Title	Display title for this page.

   3. Click Submit.

      

2. Create help page sections and associate them with the page.
   1. Navigate to System User Guide > Administration > Help Page Sections and click New.

      

   2. Give your section a unique and concise title, and then click Submit.
      The view returns to the list of sections.
   3. Create additional sections for your help page.
   4. Navigate to System User Guide > Administration > Help Pages and open your new page.
   5. In the Page to Sections related list, click New.
   6. Complete the form.

      Table 2. Page to Section field definitions

      Field	Description
      Column	Column location on the page for this section. The first column is designated as 0 and the second column is designated as 1. There must be at least one entry for column 0 for the sections to display.
      Order	Order in which the sections display in the columns on the page. If no order number is defined, the system lists the sections in alphabetical order.
      Application	Application scope for this record. This field is read-only and defaults to the Global scope.
      Page	Help page on which this section appears. You can use the lookup field to change the page on which a section appears.
      Section	Name of the section to display on the selected page.

      

   7. Click Submit.
   8. (Optional) Add sections to the help page as needed.
3. Create one or more documents.
   1. Navigate to System User Guide > Administration > Help Page Sections.
   2. Open a section record you created.
   3. In the Help related list, click New to create a help document for that section.
   4. Complete the form.

      Table 3. Help document field definitions

      Field	Description
      Number	Document number generated automatically by the system.
      Section	Section in which this document appears.
      Order	Listing order for this document in the selected section.
      Published	Date this document was created.
      Updated	Date this document was last updated.
      Short description	Brief description of the content of this document. This description is used as the title for the document on the help page.
      Text	Document content, including graphics and tables. You can format your entry, create bulleted or numbered lists, and attach images.

      

   5. Click Submit.
   6. Repeat the process to create the necessary help documents for that section.