Creating: Data-Driven Help
Data Driven Help allows you to make different content available to different sets of Users. We recommend the following simple steps:
1. Define Your Record Criteria
It’s worth spending a few minutes to list or sketch-out the different conditions you want to help – for a specific process or use case – and the data-driven criteria involved.
For this simple worked-example, we will use the following scenario – to switch from general Sales Process help to more specific Bid Process help on the Opportunity Stage Field when its value is Value Proposition.
This simple scenario covers how to:
- Hide help that is normally visible: Sales Process Help on the Opportunity Stage field;
- Reveal Help that is normally hidden: Bid Process Help on the Opportunity Stage Field.
2. Create Help Topics for Each Condition
Prepare new (or identify existing) Help Topics that will map onto each Data-Driven condition.
For our simple example, this means two help topics:
- General Sales Process Help Topic;
- Specific Bid Process Help Topic.
See Create: Help Topics for more details.
3. Create Condition-1 Helped Element Record
The above example needs two Helped Element records to be related to the Opportunity Stage Field page element for the:
- Special condition where Stage = Value Proposition and;
- General condition where Stage ≠ Value Proposition.
Assuming the Stage field is not currently helped, the easiest way to create this pair of records is to use Improved Help’s “Reconfigure” mode:
The steps are as follows:
- Help-Enable the Opportunity page – to add a Helped Element record to the Stage field for the first condition – and map this to the existing Sales Process Help Topic and then…;
- Enter Reconfigure mode to…
- Set the Data-driven Filter criteria for the first Helped Element record and Save.
4. Create Condition-2 Helped Element Record
- Click the green ‘+’ icon in the Reconfigure mode dialogue to clone the Helped Element record created in the previous step;
- Define its Name – leave Type, Layout and Identifier as-is;
- Help Topic: Look-up to the Bid Process Help Topic;
- Set the Data-Driven Filter as ‘tageName = Value Proposition and Save.
5. Test Your New Conditional Help!
That’s it – you just need to check conditional help visibility against your new Data-Driven record conditions: