Can you please help me with the issue of customizing the Help side panel?
I want to add this panel to my custom screen and display there some articles related to it - references to some custom Wiki pages that I created as well as some Acumatica predefined.
Worth noting that default workflow after clicking button is a redirection to default Help page with a list of all Wikis.
I created a wiki page that is structured in the way I read on a help portal - here - to somehow bind screen and wiki page.
And now if i press button on my custom screen only that bound wiki page opens.
If possible, how could I configure system to open that side panel instead of a wiki page? Furthermore could I also create content of Help side panel myself?
Thanks for your answers
Help side panel on Carriers (CS2077PL) Acumatica screen as an example
@RohitRattan88 yes, but as I said the system redirects straightforward to that linked article. But I want to open side panel before
Hi @mpishchuk were you able to find a solution? Thank you!
Hi @Chris Hackett . Unfortunately no, I figure out only how to link my screen to a certain Wiki using this article.
I am curious about this as well, and I am trying to figure it out. I will let you know if I uncover anything with customization projects which seems to be the place to look.
Hi @mpishchuk ,
I hope this helps you with my findings. While it is not as easy as just adding in a page to the existing ones, it is highly customizable, and it allows you to see only what you would like to see on the help page. In addition, it does not involve a customization project! I have included the steps below.
In this example, I put Purchase Order notes in the help page so a member could easily copy and paste them into the purchase order as needed. While it does not allow you to keep the existing links on their own, it allows you to include links you would like in addition to the text you can add (if you would like text). Personally, I often think there is too much info on the help panel, and I find myself confused what I need to look at. This option allows you to see only what you would like to see. I put the Purchase Orders link at the bottom of the help page I customized.
Notes in help page with Purchase Order Reference link below
Navigate to the Form Reference page (by clicking on any reference link in a help page on a screen) > can click the form reference you would like to add your page to > Click the + button > add in a new page under the reference.
I added the same screen ID as the Purchase Order, and add “_NAV” at the end which allows the text/ article to be visible in the panel.
Because I wanted my Purchase Orders reference article to still be in the help page, I embedded it at the bottom by using the HelpRoot function. Any reference article can be embedded in this way with the Article ID and Name.
button is a redirection to default Help page with a list of all Wikis.
