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ElizabethCollins
Participant
April 3, 2007
Question

Filtering Help system view by business questions

  • April 3, 2007
  • 1 reply
  • 317 views
My client wants to use RoboHelp to create a help system that covers ten web-based applications in one suite of products. The products are used by different roles on a commodities trading floor. The same person might use more than one of the applications for different purposes. My client wants the usual Help TOC as one avenue into the content. But in addition, my client wants to provide a different path into the content. For this second path, he wants entry into the Help system to be a series of business questions (such as "What are you trying to do?" Possible answer: "make a trade"). Then, on the basis of the answers, he wants to display only a subset of the help topics. Just the ones that are relevant, based on the answers to those questions. In other words, a filtered view of the help system. Is this possible? Any advice would be appreciated.
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1 reply

Captiv8r
Captiv8r
Legend
April 3, 2007
Hi Elizabeth and welcome to our community

Hmmm, me being a simpleton at heart, why not the following?

Create a folder where you will store these pages. Then create a page inside the folder where you ask the question: What are you trying to do? Then list the possible answers. Each possible answer leads to a different page. Each of the different pages either asks further refining questions or displays a list of potential topics.

Cheers... Rick
MergeThis
MergeThis
Inspiring
April 4, 2007
In our 2.5K-topic merged WebHelp project, we've implemented a series of navigation pages similar to what Rick suggests.

Whereas the TOC is categorized by major features, the opening page provides links to pages for User Roles, Functional Tasks, Major Components, Menu Help (split between Client and System Administration), and Reference. (I used a free tooltip utility from Walter Zorn to provide a hover "peek" before they click to jump to a link.)

Each category within these pages has a list of the most commonly used topics. Therefore an "Operations & Technology" user would be provided lists of topics dealing with his normal duties such as Batch Processing, Imports/Exports, XML Messaging, etc.

Another method might be working with the developers to tie in privileging to apply to the help as well as the application features. You could "map" topics by using folders and/or topic keys, such as leading "sa_" for system admin, "bp_" for batch processing, etc.


Good luck,
Leon
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