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Create a Help Set

You can create a custom help set to provide online documentation appropriate for a custom role.

To create a help set

  1. Select Security and Role Management, Role Management, Help Sets on the Administration tab.

    The Help Set List page appears.

  2. Click Create New.

    The Create New Help Set page appears.

  3. Fill in the fields as appropriate.
  4. Click Save.

    The Contents tab appears.

  5. Click Define Content.

    The Selected Help Update window opens.

  6. Select the content you want to include in the help set, then click OK.

    The Selected Help Update window closes and the content is listed on the Contents tab.

  7. Click Publish.

    This generates the help set by packaging the selected topics into a help system you can display in a web browser.

  8. Wait a few moments for the publishing process to complete; then select View, Refresh on the menu bar.

    The View Help button is activated.

  9. Click View Help.

    Your custom help set appears in your default web browser.

See Also

Help Set Fields

Define Help Set Contents