Configuring Help Contents for Request Types

You can provide accessible online information to users who are processing the requests. Configure the request type to display additional, custom information about the request, sections or fields.

To add help to the request type:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Request Types.

    The Request Type Workbench opens.

  2. Open a request type.

  3. In the Request Type window, click the Help Content tab.

  4. In the Sections/Fields section, select the item to which content is to be added.

  5. In the Help Content for Request Type section, type the help content for the selected item.

    Type plain text or HTML-formatted text.

  6. To preview the help display, click Preview.

  7. Provide additional, optional information to further define help content for those items.

  8. From the Display Help Icons at the: field, specify how the help icons are to be displayed in the standard interface.

    • Request, Section and Field Level. Display a help icon (question mark) beside each request, section and field that has associated help content.

    • Request and Section Level Only. Does not display the help icon at the individual field level. Any help content defined for the fields can be accessed from the section level help.

  9. From the Help Content tab, click Save.