Custom Help and Field-Level Help

The Form Designer allows you to add your own custom help, which will display when a user clicks the Custom Help button on a TMS page. When clicked, the Custom Help Viewer appears, and all custom or field-level help for the given module is displayed.

Not all pages have a Custom Help button.

Custom help is added using the Properties Editor, on the Help tab. Custom help can be added at the form level, tab level, field group level, or individual field level.

The toolbar buttons above the text field on the Help tab allow you to format the text you enter. From left to right, the buttons are:

Button Name	Button Use
Undo	Reverses your last action.
Redo	Re-does the last action you un-did.
Bold	Makes the selected text bold.
Italic	Makes the selected text italicized.
Underline	Makes the selected text underlined.
Increase Font and Decrease Font	Increases and decreases the size of the selected text.
Bullets	Allows you to create a bulleted list.
Numbering	Allows you to create a numbered list.
Align Left, Align Center, Align Right, Align Justify	Aligns the selected text to the left, center, right, or makes it justified.
Increase Indent and Decrease Indent	Makes the selected text indented and increases the level of indentation, or decreases the level of indentation.
Insert Hyperlink	Insert hyperlink text to allow a user to navigate to an outside Web page.

Create Custom Help

To create custom help, follow these steps:

1. Open the form you want to add custom help to in the Form Designer.

2. Right-click the form, field group, or field that you want to add custom help to.

3. Click the Help tab.

   The Help Editor opens. Some items have text that was entered by Accruent displayed. You can modify or delete this text as needed.

4. Enter the text that you want to appear when the Custom Help Viewer is opened.

5. Format the text as needed using the formatting tools.

6. When you have finished entering custom help, click Apply.