How to edit Field Level Help

1. Either locate the field in the Field Help Module

   -OR-

   Open the module that contains the field with the description to be edited, e.g. Parties module (which is the method demonstrated here).

2. Place your cursor in the field with the description to be edited, e.g. Street: (Address).
3. Press F1

   -OR-

   Click in the Tool bar and click the field.

   The field description displays:

   

4. Click Edit to display the Field Description box:

   

   Note: If the Edit link is disabled, you do not have permission to edit field help for this module. Speak to your System Administrator.

5. Edit and format the description as required.
6. Click in the Tool bar.

   The edited field description for this field displays for all users. If required, it is possible to display different field description for different groups / users.

It is possible to display different field help descriptions to different groups / users. This can be useful for providing specific information to different users / groups according to the business requirements of their role in the institution.

To add a user / group specific field description:

1. Search the Field Help module for the field that requires a user / group specific description.
2. Select the Groups tab:

   

3. Click the Asterisk in the Group List field.

   The Groups field becomes active:

   

4. Click the Groups Lookup List button to locate and add a group / user name

   -OR-

   Enter a group / user name in the Groups field in the format:

   User username

   -OR-

   Group group name

For example, to add a field help description for a group:

1. With the group / user name selected in the Group List (as above), select the Description tab.
2. Enter and format the group / user specific description:

   

3. Save the record.

   If requested, click Yes to add the group / user name to the Groups Lookup List.

It is possible to specify one or more links to additional information resources for a field. Links can be to a web page or even a page within the Vitalware Help and they display under the See Also heading in the Field Help dialog box for the field. In this example, Related Information has been specified for the Party Type: (Party Details) field:

Related Information links for a field are added in the Field Help module. Search the Field Help module for the field's record, or use the following simple method to display the field's record in the Field Help module.

Note: In this example related information is specified for the Party Type: (Party Details) field (back-end name NamPartyType). The related information is a page in the Vitalware Help.

In the module with the field to which you wish to add related Information (the Parties module in this example):

1. Click in the Tool bar.
2. Click the field (Party Type: (Party Details) in this example).

   The Field Help dialog box displays for the field:

   

3. Click the View link.

   The Field Help module displays for the selected field:

   

4. Add a description for the link in the Description: (Related Information) field. This description will display under the See Also heading in the Field Help dialog box (as shown above).
5. In the Link: (Related Information) field specify the link as follows:

   For:	The format is:
   Any web page, including a page in the Vitalware Help	A URL, e.g. www.alm.axiell.com or copy and paste a URL from this help, e.g.: http://help.vitalware.axiell.com/latest/en/Topics/Common/Welcome.htm
   The field level help for another field	# table name #field name, e.g. #eparties#namfirst

   

6. Save the record.