Using Contextual Help

Objective

After completing this lesson, you will be able to configure Contextual Help in SAP Fieldglass.

Contextual Help

Contextual Help allows you to add custom instructional text at the page, section, and field levels. By using contextual help, you're able to reduce the need for users to search and view external training and documentation by localizing help information.

When contextual help has been defined for a section, page, or field on a form page, the Contextual Help appears in a message box or as a (light bulb) icon at the field level.

Contextual help is displayed for all users with access to the applicable module and activity and cannot be associated to specific business units or user roles.

An image of the Setup page of a Job Posting displaying the Company Templates section. An icon of a light bulb appears with a highlighted message box at the top left of the page.

Navigating the Contextual Help Admin Object

Configuration section of the Admin Menu, the Contextual Help selection is highlighted.
1To view a list of Contextual Help entries associated to the tenant, select Contextual Help from the Configuration section of the admin.

Contextual Help List Page

Contextual Help List, with the Language field, the Module column, Activity column, Viewed By column, Content column, and the Customized link in the Content column for Buyer’s View of the Create Job Posting module highlighted

All modules in SAP Fieldglass can have contextual help added to them and are represented in this list. As such, you can only edit the existing contextual help.

2You can add contextual help in any supported Language. You would select the Language field, followed by the appropriate module/activity from the list.
3Indicates the Module that will contain the contextual help text.
4Activity indicates the possible activities for a given module that can present contextual help
5Viewed By indicates the user type that will be able to see the particular contextual help text.
6Content indicates any module activities that contain customized contextual help. If you add text to any module that indicates None by default, it will change to Customized in the list.
7To view the details of a Contextual Help instance, select an appropriate link in the Content column.

Contextual Help Details

The Buyer’s View of the Create Job Posting Customized Details page. The Edit and Download buttons at the top right of the page are highlighted.

In addition to the information presented in the list view, each module’s contextual help details the areas of the activity that can be customized. In this example, sections of the Job Posting Create page include customized text.

8To see how you can customize contextual help text, select the Edit button.
9Considering the number of modules, activities, and language that may be involved, you also have the option to download a connector to add or edit text, and then upload those changes in bulk.

Configure Contextual Help

WorkingNet Networking, Inc., a global manufacturer of data networking equipment, has added some new managers who aren’t as familiar with SAP Fieldglass as the seasoned managers. To provide a little help to the new managers, they decide to add some contextual help to job postings.

As the SAP Fieldglass administrator for WorkingNet, you will need to configure contextual help for job postings.

ExerciseStart Exercise

Summary

Contextual Help allows the addition of custom instructional text at the page, section, and field levels. This reduces the need for users to search for external training and documentation by localizing help information.

Key Points:

  • Display and Benefit: Contextual Help is displayed as a lightbulb icon, localizing help information and reducing the need for external resources.
  • Customization: Contextual Help can be added in multiple languages, customized per module and activity, and tailored through detailed editing.
  • Bulk Editing: Download a connector to add or edit text in bulk, accommodating the complexity of multiple modules, activities, and languages.

Learning

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