Infor Smart Help Administration Guide

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Overview
How Smart Help works
Prerequisites
Context viewer
IFS security roles for Smart Help
Smart Help and Infor OS Portal™
Provisioning Smart Help in Infor OS Portal
Adding the Context Viewer to Infor OS Portal
Smart Help settings
Enabling or disabling Smart Help
Managing exceptions to Smart Help enablement
Configuring the order of your Smart Help
Managing channel access by IFS Role
Renaming a channel
Using translations for channel titles
Infor Document Management (IDM) for Smart Help
Configuring the document type in Infor Document Management
Editing the SMARTHELP document type
My Content for Smart Help
Attaching documents from the Smart Help widget
Adding content from Infor Document Management (IDM)
My Links for Smart Help
Adding links to the My Links channel
Updating links in the My Links channel
Learning activities in Smart Help
Enabling activities for Smart Help
Infor User Adoption Platform
Information received from uPerform
Creating an Infor User Adoption Platform connection profile
Creating a user in Infor User Adoption Platform
Creating multiple users in Infor User Adoption Platform
Adding roles in Infor User Adoption Platform
Configure ION API Gateway for Infor UAP API
Authoring training materials content in Smart Help
Infor User Adoption Platform screen IDs and templates
Enabling properties in the transaction code template
Adding screen IDs to courses
Adding screen IDs to managed and web documents
Knowledge Base articles in Smart Help
Determining the screen ID of an application screen
Associating a KB article to an application screen
Smart Help in other languages and regions
Changing the language and locale for Smart Help
Viewing translated content for Smart Help in Google Chrome
Viewing translated content for Smart Help in Microsoft Edge
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