Creating field help

When creating field help, keep in mind that the forms you see as you step through a process may not be the ones the user sees. What you are looking at is, most likely, not the only place the field is displayed.

  • The forms displayed vary with the choices the user makes.
  • The fields displayed on the forms vary with the choices the user makes and with his permissions.
  • The use of the field varies depending on user permissions and where the field is being displayed. (For example, if data gets entered into read-only fields.)

When creating field help, you may need to do any of these tasks:

  • Access the help table.
  • Add or edit field help records.
  • Run a query against the help table.
  • Export a batch of existing field help records and edit them.
  • Import a batch of new or edited field help records.
  • Perform a mass update on a list of help records.
  • Unload a batch of field help records from your local machine and load them into the development machine.
  • Review new or updated field help records.

Related concepts

Preparing to create field help
Field help editor
How does Service Manager determine which help record to display?
Online Help system

Related tasks

Add or edit help records
Access the help table
Review field help records