Dynamic Help

Dynamic Help is the traditional help for Banner forms, blocks, and fields. Dynamic Help is gradually being replaced by online help.

Banner provides two kinds of Dynamic Help:

  • SunGard Higher Education Banner Dynamic Help  —  This help is delivered with system upgrades. You can change this help text, but each system upgrade overwrites your changes. This type of Dynamic Help is gradually being replaced by online help.
  • Local Dynamic Help  —  This help is completely written and maintained by UMW.  System upgrades do not affect this help text. This is the default when you access Dynamic Help.
    Dynamic Help is displayed on the Help Form (GUAHELP). You may access GUAHELP in query or edit mode. You may use the main window of GUAHELP to identify the help text you want to access. A checkbox tells you if the requested item has help text. Do we have this?

When you first access the main window, the selection criteria indicate Local Dynamic Help for the field where the cursor is located. Banner internal item names identify the current form, block, and field.

You can override the defaults and access help text for another form, block, or field. For SunGard Higher Education Banner Dynamic Help, you must use internal block and field names. For Local Dynamic Help, you can create block and field names that make sense to our institution. (Banner does not define the names.) Once you create a name, you must always use that name to access Local Dynamic Help for the item.

 

To access Dynamic Help in query mode:

  • Press  and double-click a field.
  • The Help Form (GUAHELP) appears. The default selection criteria indicate Local Dynamic Help for the current field.
  • Verify the default selection criteria.
  • Change if necessary.
  • Click the Display button.
  • The Help Text window shows help text for the requested item.

To access Dynamic Help in edit mode:

  • Select Help>Dynamic Help Edit.
  • The Help Form (GUAHELP) appears.
  • The default selection criteria indicate Local Dynamic Help for the current filed.
  • Verify the default selection criteria.
  • Change if necessary.
  • Select the Edit button or the Next Block function.  The Help Text window shows the help text for the requested item

To override the defaults and access Dynamic Help for another item:

  • Access Dynamic Help in either query mode or edit mode. The default selection criteria on the Help Form (GUAHELP) indicate Local Dynamic Help for the current field.
  • To access help text for another form, choose the Form radio button and enter the form name.
    OR

To access help text for another block, choose the Block radio button and enter the form and block names.
OR
To access help text for another field, choose the Field radio button and enter the form, block, and field names.

  • Select the radio button for the type of Dynamic Help you want to access (SunGard Higher Education Banner Dynamic Help or Local Dynamic Help).
  • Select the Display button (query mode), Edit button (edit mode), or Next Block function. The Help Text window shows help text for the requested item.

To choose a block or field name from an LOV:

Use these steps if you don’t know the block or field name of the Dynamic Help you want to display. You can display an LOV that lists all the blocks or fields on the form that have Dynamic Help.

If you display SunGard Higher Education Banner Dynamic Help, the LOV shows internal item names. If you display Local Dynamic Help, the LOV shows the names you assigned.

  • Access the Help Form (GUAHELP).
  • Click the SunGard Higher Education Banner or Local radio button on the main window.
  • Verify the form name. Change if necessary.
  • For block names, click the Search button on the Block field. An LOV appears.
    OR

For field names, verify the block name. Then click the Search button on the Field field. An LOV appears.

  • Scroll to the desired name.
  • Double-click the name. The selected name is returned to GUAHELP.

 

To enter or update Dynamic Help:

    • Select Help> Dynamic Help Edit. The Help Form (GUAHELP) appears. The default selection criteria indicate Local Dynamic Help for the current field.
    • Verify the default selection criteria. Change if necessary.
    • Select the Edit button or the Next Block function. The Help Text window shows help text for the requested item.
    • Enter your changes in the Help Text window.
    • You can use the Editor to modify text. See “Using the Editor” on p. xxx. You can search for a specific string of characters or replace a string of characters with another string (on p. xxx).
    • Select the  button in the Help Text window. The GUAHELP main window appears.
    • Select the Save function. A dialog box appears.
    • Select the  button or press Enter.

 

 To search for a string of characters:

  • Access Dynamic Help in query mode or in edit mode. The default selection criteria on the Help Form (GUAHELP) indicate Local Dynamic Help for the current field.
  • Verify the default selection criteria. Change if necessary.
  • Select the Edit button (edit mode), Display button (query mode), or Next block function. The Help Text window appears.
  • Select the Search button. The Search/Replace window appears.
  • Enter the search string in the Search for field.
  • Select the Search button. The Help Text window displays the area that contains the first occurrence of the search string.
  • (Optional) Continue selecting the Search button to find the next occurrence of the string.

 

To replace a string of characters:

  • Select Help> Dynamic Help Edit. The Help Form (GUAHELP) appears. The default selection criteria indicate Local Dynamic Help for the current field.
  • Verify the default selection criteria. Change if necessary.
  • Select the Edit button or the Next block function. The Help Text window appears.
  • Select the Search button. The Search/Replace window appears.
  • Enter the search string in the Search for field.
  • Enter the replacement string in the Replace with field.
  • To replace the next occurrence of the string, select the Replace button. You can continue clicking the Replace button to replace each occurrence.
    OR

To replace all occurrences of the string, select the Replace All button.

  • Respond to the dialog boxes (if displayed) to continue the search.
  • Select the  button on the Search/Replace window.
  • Select the  button on the Help Text window.
  • Select the Save function on the main window. A dialog box appears.
  • Select the  button or press Enter.

To Display Dynamic Help :

  • Select the radio button next to the object of which help is desired (form, block, or field).
  • Select the radio button next to the type of Dynamic Help desired (Banner 8 or Local).
  • Click the [DISPLAY] button.

  • The Help Text Window requesting specified help is displayed.

To Display Dynamic Help in Edit mode:

  • Select the radio button next to the object of which help is desired (form, block, or field).
  • Select the radio button next to the type of Dynamic Help desired (Banner 8 or Local).
  • Click the [DISPLAY] button.
  • The Help Text Window requesting specified help is displayed.