Online performance support materials are most effective when the materials are available to end users quickly and conveniently. While a desktop icon or a link to a search page is most effective, the most direct and effective link possible is one from the user's current location in the application to the relevant topic or work instruction in an online performance support system. You can provide context-sensitive help for Oracle E-Business, SAP EP, SAP CRM Web Client, SAP SRM Shopping application, Siebel, PeopleSoft, generic web pages, and applications supported through Help Launchpad.
Context-sensitive help opens directly from the user's location in the application to the relevant topic or work instruction. After a context-sensitive help search is conducted and the resulting document is opened, the content will automatically scroll to the first location in the document where the context matches the one from which help was called. If multiple documents match the search results, then the user will have to select to the appropriate document from the list of search results.
The auto-scroll functionality only applies to steps where the context data is captured by the Recorder. To take advantage of the auto-scroll functionality, new or existing documents need to be published with version 5.20 or later.
Context-Sensitive Help can automatically scroll to content for only HTML-based published documents including:
- Any document type that contains steps published to HTML. This only includes Work Instructions, HTML, Cue Card HMTL, Test Document HTML. This does not include the Quick References or Exercise document outputs, even if they are published to HTML.
- Simulation auto and standard playback modes
- Guided help
The procedures in this section cover basic set up procedures relevant to all supported applications, including:
- Creating a template
- Recording a document and making it available for context-sensitive help
- Specifying a connection to the Server
- Viewing and editing a connection to the Server
- Configuring the application for use with context-sensitive help
- Requesting help