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Linking a rule or data instance to an application guide

Updated on April 5, 2022

Link a rule or data instance to your application guide give users direct access to internal resources.

  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.
  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.
  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, use one of the following methods to select your rule.
    • 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.

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