Creating Context-sensitive Online Help for Forms

You can create help texts for form elements and have them displayed in specified situations. There may be one or more help texts for each form element.

Example

When a user clicks on the Department field, the help text with information regarding responsible unit as insurance criterion will be displayed.

module guide 842 1

Technical background

The help text for the input field Department is displayed as soon as it gets the focus. This is expressed in an XML file by using an XPath in the following manner:

</inubit:HelpPredicate>

The XML structure and the field name are created correctly automatically when defining the help text.
<inubit:HelpPredicate inubit:disabled="false" inubit:elementName="Department">
    local-name(.)='Department'
</inubit:HelpPredicate>
Now the actual help text follows
<inubit:HelpPredicates>
    ...
    <inubit:HelpPredicate inubit:disabled="false" inubit:elementName="gebDatum">
        local-name(.)='gebDatum'
        <inubit:ResponseHtml inubit:language="en">
            Indicate the responsible unit or department.
            </inubit:ResponseHtml>
    </inubit:HelpPredicate>
</inubit:HelpPredicates>

Proceed as follows

  1. Display the form in the Form Designer.

  2. Select the form element for which you want to create a help text, and display the Properties tab.

  3. In the Misc area, click the empty field next to the help attribute. The editor opens and displays an XML document with a HelpPredicate for the selected form element.

    Example:

    module guide 843 1
  4. Replace the content of the inubit:ResponseHTML element with your help text.

    Other languages:

    By default, help texts are displayed in German and English. To display Spanish help texts, for instance, proceed as follows:

    • Into the inubit:HelpPredicates element add the following attribute: value heading.es=‘información on-line‘ This text is displayed as title of the help text.

    • Enclose each Spanish help text with the <inubit:responseHtml inubit:language.es> element.

  5. Click OK to save.

    The editor closes, and your changes are saved. Once you have entered a help text, the help attribute value will be 1. If several help texts exist, the number increases accordingly.

    To display or edit all help texts for a form, select Edit > All help texts. The editor opens and displays an XML document with all help predicates.

  6. Activate the display of the help texts in the portal:

    1. Move your cursor to the upper-right border of the task list or portlet in which you are viewing your form. A number of buttons are displayed.

    2. Click Preferences:

      module guide 844 0

      The general properties are displayed:

      module guide 844 1
    3. Click Activate help.

The task list or your portlet is displayed together with your help texts.