The Manage Guide (GUIDE) page is used to modify or delete screen guides that are displayed in Advantage Assistant. This page displays the list of screen guides.
Note:
Sites require a license to create a screen guide. A CGI Administrator will enable this feature for your site on request.
Sites can control who can access and perform actions on this page via Advantage security.
The Edit Guide page is accessed by selecting the Edit row-level action for an existing record on the Manage Guide page.
Field |
Required? |
Description |
Title |
Required |
Indicates the title that is displayed in the Assistant pop-up window for the screen guide. |
Description |
Optional |
Indicates the description that is displayed in the Assistant pop-up window for the screen guide. |
Business Role |
Optional |
Indicates the business role(s) for which the screen guide is available:
|
Page Code |
Auto-populated |
Indicates the page code for which the screen guide should be associated with. |
Application |
Auto-populated |
Indicates the application that is associated with the page code selected. |
Publish |
Optional |
Select this check box to ensure that this screen guide is displayed in the Assistant pop-up window once the user navigates and launches Assistant for the mapped business role and page code. By default, this check box is not selected. |
All Business Roles |
Optional |
Select this check box to assign this screen guide for all available business roles. By default, this check box is selected. |
Step Order |
Required |
Indicates the order of steps that is displayed while playing the screen guide. |
Step Description |
Required |
Indicates the description that is displayed while playing the screen guide. |
Tooltip Placement |
Optional |
Indicates the direction of the tooltip that is displayed while playing the screen guide. The default Tooltip placement is Bottom. |
User Interaction |
Optional |
Indicates that page navigation is required for this step. |
Department |
Optional |
Indicates the Department(s) for which the screen guide is available. Advantage uses the user’s home department to filter screen guides. Multiple values can be added with a comma separated list. |
Once the above field details are entered, click the Save & Close button. A screen guide is updated successfully.
The Copy Guide page is accessed by selecting the Copy row-level action for an existing record on the Manage Guide page. A screen guide can be deleted by selecting the Delete row-level action for deleting a single screen guide and Delete grid-level action for deleting multiple screen guides on the grid.