To create the Help Menu in a Manage Site, a few items are required.
- The "Help URLs" Form needs to be imported and attached to the Facility/Community record. (XML)
- For this to work, the "Help URL" field needs a custom property of "SID=HELPURL
"
- For this to work, the "Name" field needs a custom property of "SID=HELPURLNAME
"
- Create the "Help Menu Util" Query
- Query Name: Help Menu Util
- Query Description: DO NOT MODIFY THIS QUERY. IT CONTROLS THE HELP MENU.
- Record Type: Community/Facility
- Custom Props: SID=HELPMENUQUERY
- Unit Setting: Unit which the query is displayed
- Search Criteria: Help URLs -> Deactivate -> Not Equals -> True
- Display Column: Facility/Community Name
- Display Column: Help URLs -> Help URL
- Display Column: Help URLs -> Name
- Destination: Help URLs
- For the menu to show, the particular Unit needs at least one active entry (per the queries search criteria)
- A system can be built using Relate Script to copy entries up and down the unit structure if needed