Enhanced Context Sensitive Help within Q360 allows users to access Help Center content specific to the form in use.  Core help articles are linked to anchors on forms, fields and menu items and are available in Q360 versions 22.02+.  Clicking on these anchors will direct the user to the related Help Center article, or to a list of related articles (if more than one is available).  Additionally, Q360 customers may create their own anchors, and link articles, business documents, and videos specific to their company.

Required Permissions:

The HELPADMIN permission controls how users may interact with Q360 Context Sensitive Help.  Users with the View permission will be able to see the help anchors on forms where they have been added.  Create, Edit and Delete permissions are required in order to Add, Edit or Delete help anchors and / or articles.  The Exec permission grants all of the previously mentioned permissions.

Access core context sensitive help:

1. From a form containing a help anchor (gold icon with a black question mark), click on the anchor.
2. If only one element is linked to the anchor, the user will be directed to the element (a related article on the Q360 Help Center).
   1. Note: Q360 will pass a user access token to the Help Center and not prompt the user to log in, only if the user has logged into the Help Center within the previous 24 hours. We recommend users access the Help Center via the Q360 Help Menu > Contents upon logging into Q360 for the day.  This will ensure that any later attempts to use Context Sensitive Help will seamlessly pass the access token for the remainder of the day.
3. If more than one element is linked to the anchor, a pop-up window will appear with a list of the associated elements. Selecting an element from the list will direct the user to that element (a related article on the Q360 Help Center).  See above note to ensure seamless transition to the online Help Center.

Create a new Context Sensitive Help element link for use within Q360 (must be completed before it can be linked to an anchor):

1. Click on the Help Menu within Q360. From the drop down menu that appears, select Help Articles.
2. A Help Article pop-up window will appear. Click on the Add icon.
3. Fill in the Title field, select a Category for this new element and select a Type for the element
   1. Link = a webpage > insert URL in Content box below
   2. Video = embedded video > insert video link in Content box below
   3. HTML = insert HTML in Content box below
   4. Business Doc = documentation already stored within Q360. Select document from drop down menu.
4. Click Save.
5. From Help Article Extended Menu, select Submit Article if approval is required by your company for creation of Context Sensitive Help elements. You may still create anchors and link elements to them before the approval process is complete.

Create a new Context Sensitive Help anchor within Q360:

1. Click on the Help Menu within Q360. From the drop down menu that appears, select Help Anchors.
2. A Help Anchor pop-up window will appear. Click on the Add icon.
3. Select a Form Action from the drop down menu. This is the form to which you would like to add an anchor.
4. Select a Component ID. This is the location on the form where the anchor will be placed, i.e. on the Action Bar, next to a field.
5. If desired, type a Hover Tip which will appear when the user hovers the mouse over the anchor icon.
6. Click the Save icon.
7. From the Articles grid below, click Add.
8. In the window that appears, use the search fields to search for the desired article to add to this anchor, or click the Search button to see a full list of uploaded articles.
9. Highlight one or more article lines and click the Select button.
10. From the Extended Menu, select Submit Anchor.