Contents of the Field Help File

Learn about editing contents of field help file.

Instead of editing field help in the Field Help info area (see Field Help), you can edit the *.xlsx file that you received from Aurea or that you exported from the database.

You can edit the following columns in the field help XSLX:

  • Description: Short description of the field.
  • Functionality: Longer description of functionality and business logic.
  • Comment: For internal use (max. 2500 characters); visible only in the XSLX file and the Field Help info area (Maintenance module)
  • Reference Info Area, Reference Field: Info area and field number of the field whose field help you want to reuse. The Reference column contains the link to the respective row.

    On import, a link to the field help record is created automatically. If a row contains both short/long texts and a reference, the texts are ignored.

    Note: Texts (short and long) that are referencing the field help of another field are output in green in the XSLX file (if exported with Resolve placeholders for fields and info areas disabled): If you change the field help for such a field, make sure you remove the reference from the XSLX.
  • Do not update: If you enable this check box for a field help record, the field help in the XSLX file is ignored during import and the existing field help record is retained.
  • Administrator Info: Information about the field which is only relevant to administrators. This information is not displayed when a user opens the field help (as a tooltip or using a function key). This information can be displayed in Aurea CRM web by enabling the System.ShowAdminHelp Web Configuration parameter.
  • Referenced by: Lists all fields which use this field help entry, thus providing information on which field help entries are affected by changing the text of the current entry.
    Note: The Referenced by column is ignored on import.

The other columns (IDs, numbers) are handled by Aurea CRM. Do not remove these columns.

For more information on editing the field help, see Text Formatting and Placeholders.