"Custom Help" - Is it help?
#ModelDrivenApp, #Help, #UserGuide
Hola.. ☺️
My friends!
Last month, my client announced the system run GO-LIVE. My client is using Power Platform to build their core system.
The PM had asked me how we could create a document to guide or support the user use the system. The user will interact with the system to get support while still using the system seamlessly.
I found the Custom Help functionality on D365 and Power Platform and then tried using this.
Enable "Help" functionality
We must enable Custom Help Pane and Guided Task in the System Admin setting as below.
If the option is disabled, please make sure the option Custom help for customizable entities has been turned off. (Path: Power Platform Admin Center > Feature > under Help features).
You can enable custom help panes or customizable help, but not both at the same time.
Creating "Custom Help" form App
Now, we can create a new custom help to guide the user using Lead Processing.
After that, on the Custom Help Pane >> click on the icon <...> and then click Edit
On Custom Help, you can input the content by yourself with many components and functionalities:
Free form text
Add a bulleted list and a numbered list
Can insert Link, Image, Video
Add a section to group the content
After clicking Edit > the new pane will be opened. Then, you can input the content on that >> And click Save after finishing.
Security & Privilege
The Custom Help is an entity in Dataverse, that why you can set global permission (4/4 or Organization) for the user: create, read, write, delete, append and append to privileges on the Help Page entity.
How to deploy to another?
After creating the necessary Custom Help on the DEV environment, you just add these custom help records to your solution and prepare to deploy for another environment.
After adding to the solution, you can click open the Help page record and edit as below.
Check the result...
Now, I will log in with a different user will open the Lead form then use the custom help.
Hoping well... 🎉
For more details from Microsoft as the link.
Thank you. [NTD]yns.asia ...invite me a cup. ☕ Thank you. ❤️
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