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22.6. Creating and Customizing Context Sensitive Field Help

You can create custom help for individual fields in your eForm of Document Package. You can also customize the dialog box in which the help is displayed.

Proceed to one of the following sections below for more information:

About the Custom Online Help

Once defined, the help information is accessed from the Data Entry View via a small help button adjacent to the specific field (highlighted below).

When a help button is clicked, the defined help is displayed in a small, customizable dialog box.

Creating Context Sensitive Field Help

You can create custom help screens to allow a user to better understand the purpose or intent of a specific field in your eForm or Document Package. 

  1. From the Form Selection Drop-Down List, select the eForm or Document Package whose images you want to customize.
  2. Open the Admin dialog box.
  3. Click the Fields/Sections tab.
  4. On the right side of the tab, click the advanced check box.
  5. Scroll to the bottom of the listed field settings and locate the Field help setting.
  6. Click the arrow button that corresponds to the setting, and select edit from the list of options that is displayed.
    The Field help dialog box appears.
  7. Using the large text box and the various formatting options, specify explanatory (help) text for the field.
  8. When the help text is complete, click the preview button.
    A dialog box appears, showing you how the help text will appear when accessed from the Data Entry View of your eForm or Document Package.
  9. Click close to return to the Field help dialog box.
  10. If necessary, adjust the help text and preview it again.
  11. Once you are satisfied with the help text, click OK.
    You are returned to the Admin dialog box, and the HTML for your help text appears in the Field help text box.
  12. Once you have completed editing your eForm or Document Package, click save at the top of the Admin dialog box.
  13. (optional) Run your eForm or Document Package and verify that the field help appears correctly in the Data Entry View. 

Customizing the Context Sensitive Help Width and Border

You can control the width and border options (including not using a border) of every field help dialog box. These dialog boxes appear when field help buttons are clicked in the Data Entry View.

  1. From the Admin dialog box, click the eForm or Document Package tab.
  2. Locate the Field help format setting (highlighted below).
  3. Click the setting's arrow button.
    The Field Help Format dialog box appears.
  4. Using the Width drop-down list, specify (in pixels) the width of the field help dialog box. By default, the Auto option is selected, which allows LincDoc to automatically determine the ideal width.
  5. Using the Border drop-down list, specify the width of the field help dialog box's border (between 1 and 3 pixels). By default, no border is specified.
  6. Click the preview button.
    A dialog box appears, showing you how the field help dialog box will appear in the Data Entry View of your eForm or Document Package.
  7. Click close to return to the Field Help Format dialog box.
  8. If necessary, adjust your formatting and preview it again.
  9. Once you are satisfied with your formatting, click OK.
    You are returned to the Admin dialog box, and the format options are updated, based on your changes.
  10. Once you have completed editing your eForm or Document Package, click save at the top of the Admin dialog box.

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