Configuring the order of your Smart Help

The Smart Help settings are used to set the order that the content channels are displayed in the widget. Additionally, you can hide certain content channels from displaying.
Note: Refresh the browser page to see the changes.
Smart Help Settings_2025.04
  1. Sign in to Infor OS Portal™ as a user with Infor System Administrator access.
  2. Navigate to OS Portal, then click Portal.
  3. Select Settings > Smart Panel Settings.
  4. Scroll to the Smart Help settings section.
  5. Select the order in which the content channels are displayed. You can also hide specific content channels so that they are not displayed in the Smart Help widget.

    The Smart Help Channels section lists the content channels available for Smart Help. In this section, you can set the order that the channels display and hide a channel from being used.

    The order in which the content channels are listed in the Smart Help Channels table is the order the channels display in the widget. You can select a channel and drag it to a new place in the table to change the order of the channels.

  6. To set the order of the content channels, navigate to the Smart Help Channels table:
    1. Select and highlight the channel to move.
    2. Click to the left of the channel's toggle. An Icon with eight dots displays to the left of the channel toggle.
    3. Clicking and holding the Icon for that channel, drag the channel to a new place in the order.
  7. To enable a content channel so that it is displayed in the widget:
    1. Identify the channel you want to enable.
    2. Slide the Toggle to the right to enable the channel in Smart Help.
  8. To hide a content channel so that it is hidden in the widget:
    1. Identify the channel you want to disable.
    2. Slide the Toggle to the left to disable the channel for Smart Help.
  9. Click Save.
  10. Refresh your browser (F5). You must refresh your browser for your changes to be reflected.