Office Profile Help Tab

Use the Office Profile detail view, Help tab to set the Web Help URL for the Infor CRM Web Client and Infor CRM Customer Portal. By default, the URL points to the Infor CRM Web Client hosted help location. If your implementation requires accessing customized help or help in a different location, you can change the URL. You can also specify which languages are available.

You must configure help for both the Web Client and Customer Portal.

For more information, please see the Application Architect help topic "Implementing On-Prem Help".

The system administrator and users with the appropriate role can access these features.

How Do I?

Open the Help tabClosed
  1. On the Navigation Bar, click Administration, and then click Office Profiles to open the Office Profiles List view.
  2. Click the company's name to open the Office Profile detail view.
  3. Click the Help tab.
Use hosted helpClosed
  1. Make sure the Override Hosted Help option is cleared.
  2. Do not edit the list of Supported Languages unless instructed to do so.

    Editing the list of Supported Languages on a hosted help implementation without being instructed to do so may result in a 404 error when accessing the hosted help.

  3. Click SaveClosed to save any changes.
Use help in another locationClosed
  1. Select the Override Hosted Help option.
  2. In the Help URL text box, type the URL for the location of the Infor CRM help files. The help files must be in a folder named webclient for the Web Client help or customerportal for the Customer Portal help and the URL must have an / at the end of the URL.
    The port number is only required if your URL includes a port number.

    If you have multiple office profiles, you can choose whether to use the same or different URLs for each office profile.

    Web Client Examples:
    • If the help is deployed to the SlxClient portal - http://servername:3333/SlxClient/help/
    • If the help is deployed to another Infor CRM portal - http://servername:3333/portal name/help/
    • If the help is hosted in a separate location - http://domainhost:3333/<path to folder that contains webclient folder and help subfolders>/

    Web Client Help URL

    • When a help button is clicked, the Help URL is appended with help link information - directory, language, help link
      http://docs.infor.com/crm/8.3/webclient/en-us/webhelp_CSH#HelpConfiguration
    • This information is passed through to create the help topic URL:
      https://docs.infor.com/crm/8.3/webclient/en-us/content/manage/officeprofile_help_config_tab.htm

    Customer Portal Examples

    • If the help is deployed to the SlxCustomerPortal portal -
      http://servername:3333/SlxCustomerPortal/help/
    • If the help is deployed to another Infor CRM portal -
      http://servername:3333/portal name/help/
    • If the help is hosted in a separate location -
      http://domainhost:3333/<path to folder that contains customerportal folder and help subfolders>/

    Customer Portal Help URL

    • When a help button is clicked, the Help URL is appended with help link information - directory, language, help link
      https://docs.infor.com/crm/8.3/customerportal/en-us/webhelp_CSH#CustTicketListView
    • This information is passed through to create the help topic URL:
      https://docs.infor.com/crm/8.3/customerportal/en-us/content/customerportal/custticktick.htm?cshid=CustTicketListView
  3. Use the Supported Languages list to indicate the languages for which help exists. By default, en-us is listed. If your implementation includes help for additional languages, after deploying the help to the custom location under the appropriate four character language and culture code, do one of the following:
    • Click the Supported Languages ellipsis, select the languages for which help is available.

      Selecting a language in the list of Supported Languages when that language does not exist may result in a 404 error when accessing the help.

    • If the Supported Languages list does not include a language, you must edit the Supported Languages pick list. Once the language and culture code has been added to the list, return to the Office Profiles Help tab to select the new language and culture code from the Supported Languages pick list.
  4. Click SaveClosed.

    • You must press Ctrl + F5 or sign off and sign in to the Web Client client to see your changes.
    • Users already signed in to the Web Client or Customer Portal will not see any changes until they sign in again or press Ctrl + F5.

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Other Resources

 

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.