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Claris Engage 2025 - March 25-26 Austin Texas ×

Help and Documentation for layouts


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Posted

Are there any pointers, or standard practise for this? 

 

Perhaps, possibly, everyone has their own style and there are no hard and fast rules for creating help pages. 

 

Posted

I've done a couple projects where the help is stored in a table, with a record for each layout (this can be extended to tabs and fields). Clicking the "help" button runs a script that pops up a new window, goes to the help layout, and searches for the layout name, which is stored in a field. If it finds a match, the script exits, and the user is looking at the help text. If no match, it creates a new record with default wording, and a user with appropriate access privileges can begin editing.

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Posted

so it works like a wiki too in a way? Sounds like a really good idea.  I need to get into the habit of implementing my ideas in fm tables, that is my ideas other than the core db ones.

Posted

Calling it a wiki is stretching it quite a bit. A wiki is not a bad approach, though, and I've seen some solutions that feature documentation in an actual wiki, displayed in a FileMaker web viewer.

Posted

using a "Help" source outside the file itself is always a good choice when you have to update the help.

a wiki isn't the worst idea, same to pdfs stored remotely… or simple "Insert from URL" pointing to a text file stored on your server.

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