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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 at least one section, page, or field on a form page, the Contextual Help (lightbulb) icon is displayed at the top of the page.

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.

split screenshot of a Create Job Posting page with the contextual help on, showing the blue shaded notifications, and the contextual help off, with no shaded notifications

Navigating the Contextual Help Admin Object

screenshot of Configuration section of the Admin Menu, the Contextual Help link is highlighted

1	To 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

screenshot of 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.

2	You can add contextual help in any supported Language. You would select the Language field, followed by the appropriate module/activity from the list.
3	Indicates the Module that will contain the contextual help text.
4	Activity indicates the possible activities for a given module that can present contextual help
5	Viewed By indicates the user type that will be able to see the particular contextual help text.
6	Content 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.
7	To view the details of a Contextual Help instance, select an appropriate link in the Content column.

Contextual Help Details

screenshot of Buyer’s View of the Create Job Posting Customized Details page, the Edit and Download buttons 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.

8	To see how you can customize contextual help text, select the Edit button.
9	Considering 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

screenshot of Buyer’s View of the Create Job Posting Customized configuration page page, the Title column, the Contextual help column, the Actions column, the Restore Default link, Preview link, and Add Links link are highlighted

When configuring contextual help, Users have the option to include a title and text for all field levels.

10	A Title for each field can be added to the text that will appear in the help bubble as it displays on the module page.
11	You can enter the customized text in these Contextual Help boxes. The text box can include HTML tags for formatting.
12	Actions shows the options you can configure for a field beyond customized text.
13	Restore Default will restore the contextual help text back to the default text.
14	Preview allows you to see how the customized text will appear in the text bubble that will appear on the module’s page.
15	Select Add Links to add a link to a document in the Reference Library or to a URL (external link). Note that Reference Library links will only open from the help menu for users who have access to the document.

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