Help Category
How to use Help Category in Websites & Portals: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain published pages, web forms and portal configuration. Keep public content separate from role-restricted ERP data. Test logged-out access and the correct linked stakeholder account before release.
This page is a record page in System Admin → Websites & Portals. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Category Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Help Category from System Admin → Websites & Portals, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Category Namecategory_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Category Descriptioncategory_description | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Publishedpublished | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Help Articleshelp_articles | Int Optional · Read-only | Enter a whole-number value. |
Routeroute | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.