Enter information on your guide, and QuickBase dutifully displays it your application's help popup.
When users click the title of your guide, it opens in a new instance of their browser.
You've spent time designing your application for your users. Ideally, you've tested it out on a few of them and gotten their feedback. Help them out by providing a guide to your application. In fact, you can provide multiple guides -- one for each type of user you've got. For example, create a guide for supervisors and one for employees.
This topic gives you the big picture. Read on to learn the basic steps you'll follow and find out the best way to roll out your application.
You can compose your guide directly within QuickBase. The program helps you create an HTML document that's attached to your application. Read how.
You're about to be a published author.
To add your guide as a QuickBase Help option:
Within the menu on any application page, select Customize > Application.
Click the Settings tab.
On the left side of the tab, click Guide.
Create a Title for the guide.
Type a name for your guide in the Title box. This is the name users will see and click on to access your guide. So, do your best to make it helpful and descriptive.
Identify the application page that contains the guide.
Click the Links to dropdown list and select the page you created to serve as a guide. This page name should end in .html.
Enter a description.
Type additional information about the guide in the Description box. This is especially important if you're creating multiple guides for different audiences. Help users understand which guide to choose and what content is in each.
Click Save Changes.
Now, when your end users select Help > Guide to -name of your application-, the dialog box that displays will show the information you entered:
Enter information on your guide, and QuickBase dutifully displays it
your application's help popup.
When users click the title of your guide, it opens in a new instance of
their browser.