Infor Document Management for Smart Help

You can use Infor Document Management (IDM) to add your own documents and content to Smart Help for a screen in an application. The content that you add can be public so that all the users in your tenant can access them or private so that only you can access them.

  • Private: Only the last modifier of the new item can read and edit it.
  • Public: All users and can read and edit the item.
  • EditControl: Only users with the IDM-Administrator role can add, edit, and delete documents and links. Users with the IDM-User role can only view documents and links.

In Infor OS Portal, the SMARTHELP Document Type is automatically provisioned and available to use. Optionally, you can create a new Document Type to add additional ACLs to the documents you will upload.

This feature is optional. Smart Help can work without it, but the My Content channel will not show any content.

Configuring the document type in Infor Document Management

Note: The SMARTHELP Document Type is provisioned automatically in Infor OS Portal and available by default. You can use these steps to create a custom Document Type.
  1. As an Infor Document Management administrator, sign in to Infor OS Portal.
  2. Navigate to Document Management.
    In Infor OS Portal, click the Document Management tab from the OS Home page. Alternatively, click the Navigation Menu, and then select Document Management from the Applications list.
  3. In the upper right corner, click the Control Center Gear icon. The Control Center page is displayed.
  4. Click Document Type in the Administration tab.
  5. Click + New Document Type to create a new document type.
  6. Specify this information:
    Display name
    For example, SMARTHELP_1.
    Name
    Automatically populated.
  7. Select the Template check box.
  8. Accept the default settings for the other fields.
  9. Click Next.
  10. To add an attribute, click the + at the top of the Attributes window.
  11. Specify this information:
    Display name
    Specify SCREENID
    Data type
    Select String
    Single-value and Multi-value options
    Select the Multi-value option. Use this choice to assign multiple screens to any documents in this type.
    Specify any additional attributes for this Document Type.
  12. Click Next.
  13. In the Access Control List, click Add.
  14. Specify the Name and Description for the new ACL.
  15. Set Secure attributes, which can only be edited by users with the “SecureAttributes” privilege. To achieve this, put currently existing attributes into the “Secure Attributes” category.
  16. Add security roles and give each role privileges. Select an IFS role from the drop-down and select the check boxes that correspond to the correct permissions.
  17. Click OK. The new ACL is now listed in the Access Control List table.
  18. Select the ACL you want to be the default, then click Set as Default ACL to set the selected access level as the default.
    For information about ACLs, see the Infor Document Management Administration Guide.
  19. Click Done.
  20. Click Back to Documents and click the Control Center Gear icon.
  21. In Configuration, click Document Type Filter.
  22. Click New Filter.
  23. In the New Filter window, select the appropriate user role, for example IDM-User, then click OK.
  24. Select the Enable Filter slider.
  25. Search Available Document Types for SMARTHELP.
  26. Click SMARTHELP to move it to the Selected Document Types list.
  27. Click Save Changes.

Editing the SMARTHELP document type

You can manage the existing SMARTHELP Document Type to add additional attributes or ACLs, or change the default ACL.

  1. As an Infor Document Management administrator, sign in to Infor OS Portal™.
  2. Navigate to Document Management.
    In Infor OS Portal, click the Document Management tab from the OS Home page. Alternatively, click the Navigation Menu, and then select Document Management from the Applications list.
  3. In the upper right corner, click the Control Center Gear icon. The Control Center page is displayed.
  4. Click Document Type in the Administration tab.
  5. Navigate to the SMARTHELP Document Type and click it.
  6. You can manage the General settings, the Attributes, the ACL settings, and the ACL Rules.
  7. Click Save Changes.