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A Guide is structured as a hierarchy, or tree, that organizes
the content into logical, related groups of fields and text. Structure
your Guide to create the appropriate effect for the Guide fillers.
The Guide tree consists of the following types of containers:
- Guide:
- A Guide is the highest level container. A Guide can contain
multiple sections and panels, and it controls how Guide fillers
interact with the contents. You can also add Help text or video
for a Guide.
- Section:
- Within a Guide, create one or more sections that contain
panels for displaying information to Guide fillers. Use sections
to organize the panels into logical, related groups.
- Panel:
- Panels are containers into which you add controls, either
from the data model or from Guide-specific controls that are available
in the editor. Using the properties associated with panels, you
can also add Help text or video, display rules, or navigation rules
to a panel. You can use display rules to create optional panels
that appear only when required.
When the Guide is rendered,
the section and panel structure appears in the navigation area of
the Guide layout. The Guide filler uses the tree to navigate through
the Guide. When the Guide filler clicks a panel name in the navigation area,
the associated data entry panel appears.
Adding, moving, and deleting sections and panelsWhen you create a Guide, it contains one section and one
panel by default. Use the Guide Tree view to add sections and panels.
In the Guide tree, use the horizontal placement indicators when
you move items in the tree.
Note: The first panel in a repeating section must not be optional
or hidden, because it may show up in the navigation panel. If necessary,
create a welcome or introductory panel that is always displayed
as the first panel.
Add a section to the Guide tree In the Guide Tree
view, right-click the Guide and select New Section.
Add a panel to the Guide tree In the Guide Tree view,
right-click a section and select New Panel.
Move a section, panel, or control in the Guide treeIn the Guide Tree view, drag the section, panel, or control
to a new location in the tree.
To move a panel to the bottom of the Guide Tree view, collapse
the bottom panel. The insertion marker does not appear below the
bottom panel when that panel is expanded.
Create a nested sectionYou can create a nested section only
if the parent section does not contain any panels. If there are
already panels in the parent section, this procedure creates a section
at the same level in the Guide hierarchy.
In the
Guide Tree view, right-click the section that you want to nest a
section under, and select New Section.
Create a nested panelYou can create a
nested panel in the editor. For information about creating nested
panels, see Adding items in the editor.
Delete a section or panel In the Guide Tree view, select
a section or panel and press Delete.
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