Adding a Help Click Action to a Portlet

To add a Help click action to a portlet:

  1. Open the Edit <Portlet type> Portlet Closeddialog box.

    Example of th Edit measures portlet dialog box, showing the location of the click actions  option.

  2. Click Click Actions.

    The Click Actions Closeddialog box opens.

    Click Actions dialog box showing the Add option.

  3. Click Add.

    The Edit Click Action Closeddialog box opens.

    Edit click action dialog box showing default settings.

  4. In the Type box, select Help.

  5. In the Scope box, select the area in the portlet that you want the user to click to trigger the click action.

  6. In the Label box, enter the label that you want to appear in the click action menu.

  7. In the HTML box, enter the message that you want to display in the Help text box when the click action is triggered. You can use HTML-format, plain text, or DivePort variables.

    NOTE: When using extensive or complex HTML, DI recommends that you create the HTML code in a separate text or HTML editor, and then use a cut-and-paste operation to add the html code into this dialog box.

  8. Click OK to close the Edit Click Action dialog box.

    The new Help click action is added to in the Click Actions Closedlist.

    Click actions dialog box showing added Help click action.

  9. If this is the only click action on the list, and you want the Help box to display immediately when the click action is triggered, select Skip the menu when there is only one action.

  10. Click OK to close the Click Actions dialog box.

  11. Click OK to close the Edit Portlet dialog box.

  12. On the toolbar, click Save to exit edit mode and lock the page.

See also: