Linking a rule or data instance to an application guide

You can link a rule or data instance to a task in your application guide. By providing access to relevant rules in your application, you can help users complete tasks more quickly.

  1. Open an application guide by searching for it or by using the Application Explorer.

  2. On the Definition tab, expand a chapter in the Chapter name column.

  3. Click the Gear icon next to a task name to open the Task configuration dialog box.

  4. In the Action type list, select Open rule/data.

  5. In the Display text field, enter a label for the link that users click in the task.

    For example, you can provide the name of a rule or data instance.

  6. In the Rule Type field, enter the class that defines the type of rule that you are linking.

    For example, all data transforms are instances of the Rule-Obj-Model class.

  7. In the Instance Name field, do one of the following:

    • Press the Down Arrow key, and then select the fully qualified name of a rule.

    • Enter the name of a data instance.

  8. Click Submit.

  9. Click Save.