Sunday, July 12

Business Processes: Help Text

How to Set Help Text for the transactions for your users?


As the name suggests, this gives a preset text for the user to understand better about the process or transaction if you want them to know before they proceed. You notice these Help-Text in typical BP's say, Hire , Request Compensation Change, Close Position, Request Absence, so on..

Transaction Level View: Lets take an example of Request Compensation Change Process


You can maintain Help Text on each of your Business Process Step.

Navigation: 

Entire BP:  Business Process >> Actions >> Business Process >> Maintain Help Text
One Step in BP: Business Process Definition >> Go to a step >> Actions >> Business Process  >> Maintain Step Help Text


Edit Step Help Text


You can setup your step Help-Text on conditional basis, say if you want to show up the help text for a particular group of people.

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