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Configure context-sensitive help

  • บทความ

A key pillar of helping users help themselves is to give them access to Help for the particular part of Business Central that they're working in. When you build an app for Business Central online, we expect you to provide Help for your solution that can be accessed from the Learn more links on tooltips. For more information, see Help users learn more.

Starting in 2022 release wave 1, version 20, the Learn more links open the Help pane. The same mechanism makes sure that your page-level links are available in the Help pane.

The Learn more links are generated based on two configuration settings:

  • App-level configuration of the URL
  • Page-level configuration of page-specific article

App-level configuration

Specify where the Help for your functionality is published in the contextSensitiveHelpUrl property in the app.json file. For example, if you publish your content to https://mysite.com/documentation:

  "contextSensitiveHelpUrl": "https://mysite.com/documentation/",

In this example, when the user is using your app's functionality, the contextSensitiveHelpUrl property specifies that the links to Help will go to the mysite.com site. When the user is using functionality from the base application, then the Help calls will go to the learn.microsoft.com site.

If your app only supports a limited number of locales, you can specify that and shown in the following example:

  "contextSensitiveHelpUrl": "https://mysite.com/{0}/documentation/",
  "supportedLocales": [
    "en-GB", "en-IE
  ],

The contextSensitiveHelpUrl and supportedLocales properties specify that the links to the Help for page objects in this app must go to the mysite.com site, but that the site only supports those two languages. All other Help calls from objects in this app will go to the default locale on the specified webserver, in this case the equivalent of https://mysite.com/en-GB/documentation/my-feature.

Tip

For tips and tricks for how to deploy content to your own website, see the Configuring the Help Experience for Dynamics 365 Business Central.

Help calls for Microsoft objects will continue to go to the learn.microsoft.com site.

Localization apps

Specifically for localization apps that translate Business Central into languages that aren't offered by Microsoft, the app.json file must be set to specify the destination of links to Help as shown in the following example:

  "helpBaseUrl": "https://mysite.com/{0}/documentation/",
  "supportedLocales": [
    "ca-es"
  ],

The helpBaseUrl property represents the URL that will be used to overwrite the default Microsoft help link, which is (/{0}/dynamics365/business-central). The value of the property must contain a placeholder for the user's locale culture, {0}.

The supportedLocales property specifies the list of locales that are supported by the URL specified in the helpBaseUrl property and used in the translation app. If the user's current locale is among the supportedLocales of the extension, the user will be redirected to the help base URL that you specified.

In this example, the helpBaseUrl and supportedLocales properties specify that the links to the Help must go to the mysite.com site when the user is using the product in Catalan. If the user switches the application language to English (US), then the Help calls will go to the learn.microsoft.com site.

Page-level configuration

Your target website is expected to have a default page that will display if nothing else is specified. But for each page or page extension in your app, you can specify the Help page that describes this page or the fields that the page extension adds to the page. You can do that using the ContextSensitiveHelpPage property as shown in the following example:

page 50101 "Reward Card"
{
    PageType = Card;
    SourceTable = Reward;
    ContextSensitiveHelpPage = 'sales-rewards';

}

In this example, the app contains a page object that is mapped to the sales-rewards Help file on the website that the app.json specifies. As a result, the Learn more link in the tooltips for this page will go to the equivalent of https://mysite.com/documentation/sales-rewards.

Similarly, the following code example shows a page extension object that sets the ContextSensitiveHelpPage property so that the Learn more link in tooltips for the fields that this page extension adds to the Customer Card will go to the https://mysite.com/documentation/sales-rewards rather than the default location at learn.microsoft.com:

pageextension 50104 "Customer Card Ext" extends "Customer Card"
{
    ContextSensitiveHelpPage = 'sales-rewards';
    layout
    {...}
}

Starting in Business Central 2023 release wave 1, version 22, you can set the ContextSensitiveHelpPage property on report request pages, which will in turn show the report help link in the Help pane:

report 50105 MyReport
{
    ...

    requestpage
    {
    ...

    // This property defines the help page for this report.
    // Remember to also set contextSensitiveHelpUrl in the app.json
    ContextSensitiveHelpPage = 'business-central/sales-reports';
    }
}

You can use the ContextSensitiveHelpPage property to direct help calls from multiple page objects or actions to the same article. For example, Microsoft has chosen to group the context-sensitive links depending on the granularity of the help for specific area in the base application. If the help for a specific area is made more granular, then the context-sensitive help mapping is updated accordingly.

Your target website is expected to have a default page that will display if no other page is appropriate. For every page where ContextSensitiveHelpPage isn't set, this default help page will be shown.

For page extensions, the value of the ContextSensitiveHelpPage property applies only to the controls that the page extension adds to the extended page objects. For example, if your page extension adds two new controls to the base application's Customer Card page, then the Learn more links in the tooltips for those two controls will go to the help page that you've specified. The Learn more links in the rest of the controls will go to the default help that is specified in the base application. This way, multiple apps can extend the same page object and each apply their own content-sensitive help link without overwriting the context-sensitive links for other apps.

Note

The app.json file also contains a help property that is used by AppSource to specify the link that describes the app or solution.

UI-to-help mapping for the base application

In the current version of Business Central, the context-sensitive links to help for the base application is based on a different UI-to-help mapping that is stored in table 2000000198 Page Documentation. In this table, all page objects in the default version of Business Central are listed, and have a target help article associated with each of them. Multiple page objects can be associated with the same help article, such as when a specific workflow involves multiple pages.

The base URL to the location of the target articles that are listed in table 2000000198 Page Documentation is specified at the app level as /dynamics365/business-central/. In an extension, you can overrule this URL so that all calls for help go to your site instead. This is especially important for localization apps where all context-sensitive help calls for that app's language must go to the provider's website. For more information, see Configuring the Help Experience.

Adding page-level UI-to-help mapping to the system table

You can run a script that populates the Page Documentation table with a mapping for Microsoft's page objects and your own page objects. This is useful if you want to reuse legacy Dynamics NAV help for your Business Central on-premises deployment.

Caution

While it is possible to reuse the Dynamics NAV legacy help with the legacy Dynamics NAV help server, and to populate the system table, Page Documentation, we recommend that you convert any existing content to the Business Central format, and that you fork our GitHub repos. For more information, see Contribute to the Help for Dynamics 365 Business Central and Migrate Legacy Help to the Dynamics 365 Business Central Format.

In the following example, you have chosen not to apply context-sensitive help links to your page objects and instead you want to overwrite the UI-to-help mapping that Microsoft has made in the system table.

Let's assume that the current mapping is:

Page ID Page Name Region/Country Relative Path
4 Payment Terms W1 sales-manage-sales
11300 Financial Journal BE how-to-create-financial-journals

You want to replace the values of the fields in the Relative Path column with classic page-level help files:

Page ID Page Name Region/Country Relative Path
4 Payment Terms W1 N_4
11300 Financial Journal BE N_11300

Once you've done this mapping, you can apply it to the Page Documentation table by using a script that updates the table in the SQL Server database, for example.

You can find a couple of suggestions for how to go about this in our blog post, Reusing classic object-based Help on your Dynamics 365 Business Central Help Server.

User assistance model
Resources for help and support for Dynamics 365 Business Central
Adding help links from pages, reports, and XMLports
Migrate legacy help to the Business Central format
Building your first sample extension with extension objects, install code, and upgrade code Building an advanced sample extension
Development of a localization solution
JSON files
Blog post: Extending and customizing the Help
Blog post: Collaborate on content for Business Central
Blog post: Reusing classic object-based Help on your Dynamics 365 Business Central Help Server
Docs contributor guide
Docs authoring pack for Visual Studio Code