{"id":40315,"date":"2018-11-06T12:26:17","date_gmt":"2018-11-06T04:26:17","guid":{"rendered":"http:\/\/localhost\/help\/?page_id=40315"},"modified":"2024-06-06T11:41:03","modified_gmt":"2024-06-06T03:41:03","slug":"using-the-info-button","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-the-info-button\/","title":{"rendered":"Using the Info Button"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to versions 4.6.2 and later of IFS OI Explorer. For more, see <a href=\"#Release_History\">Release History<\/a>.<\/p>\n<h2 class=\"page-subheading\">Overview<\/h2>\n<p class=\"intro-text\">The Info Button is a small, clickable button positioned on an Explorer page by a page designer, usually alongside the area or control that it is describing.<\/p>\n<p class=\"intro-text\">The Info Button is used to share contextual information for an area of your page. This information is available to all users of the page, for viewing or editing.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40321\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1.png\" alt=\"\" width=\"710\" height=\"489\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1.png 804w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1-768x529.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1-150x103.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1-24x17.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1-36x25.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-Button-1-1-48x33.png 48w\" sizes=\"auto, (max-width: 710px) 100vw, 710px\" \/><\/a><\/p>\n<p class=\"intro-text\">When you click an Info Button, the <strong>Explore<\/strong> panel opens to show <em>Knowledge Management<\/em> and <em>Commentary<\/em> relating to a control, or area of the page. This initially holds no information, although in the example below, the Knowledge Management fields have already been updated, and there is already a comment.<\/p>\n<table>\n<tbody>\n<tr>\n<td width=\"200\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40319 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button.png\" alt=\"\" width=\"408\" height=\"538\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button.png 408w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button-114x150.png 114w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button-18x24.png 18w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button-27x36.png 27w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Overview-pic-for-Info-Button-36x48.png 36w\" sizes=\"auto, (max-width: 408px) 100vw, 408px\" \/><\/a><\/td>\n<td width=\"500\">\n<table style=\"height: 484px;\">\n<tbody>\n<tr style=\"border-top: 1px solid #cccccc; border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"padding: 10px; height: 24px;\" width=\"20\"><strong>1. <\/strong><\/td>\n<td style=\"padding: 10px; height: 24px;\" width=\"480\"><strong>Explore icon<\/strong>: This icon appears when the Explore panel is open (in this case, for the selected Info Button).<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #cccccc; border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"20\">\u00a0<\/td>\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"480\">Click the icon to open\/close the Explore Panel.<\/td>\n<\/tr>\n<tr style=\"border-top: 1px solid #cccccc; border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"padding: 10px; height: 24px;\" width=\"20\"><strong>2. <\/strong><\/td>\n<td style=\"padding: 10px; height: 24px;\" width=\"480\"><strong>Info Button header<\/strong>: The header is 'Explore', with a sub-header showing the info button's <strong>Title.<\/strong><\/td>\n<\/tr>\n<tr style=\"border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"height: 48px; padding-left: 10px;\" width=\"20\">\u00a0<\/td>\n<td style=\"height: 48px; padding-left: 10px;\" width=\"580\">Click the pin <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39505 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/06\/pin-in-Explore.png\" alt=\"\" width=\"18\" height=\"13\" \/> to keep the panel open, otherwise it will close if you click elsewhere in Explorer (for example on a display, or on the ribbon). Click again <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39504 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/06\/unpin-in-Explore.png\" alt=\"\" width=\"13\" height=\"17\" \/> to unpin. See more: <a href=\"#Explore_Panel_Pinned\">Explore Panel Pinned<\/a>.<\/td>\n<\/tr>\n<tr style=\"border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"height: 24px; padding-left: 10px;\" width=\"20\">\u00a0<\/td>\n<td style=\"height: 24px; padding-left: 10px;\" width=\"480\">Click the <em>Close<\/em> <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39506  alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/06\/close-button-in-Explore-1.png\" alt=\"\" width=\"14\" height=\"15\" \/> button to close the Explore panel for this case.<\/td>\n<\/tr>\n<tr style=\"border-bottom: 1px solid #cccccc; border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"height: 28px; padding-left: 10px;\" width=\"20\">\u00a0<\/td>\n<td style=\"height: 28px; padding-left: 10px;\" width=\"480\">Click the <em>Help<\/em> <img loading=\"lazy\" decoding=\"async\" class=\"wp-image-39503 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/06\/Help-button-in-Explore.png\" alt=\"\" width=\"20\" height=\"22\" \/> button to open contextual help.<\/td>\n<\/tr>\n<tr style=\"border-top: 1px solid #cccccc; border-left: 1px solid #cccccc; border-right: 1px solid #cccccc;\">\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"20\"><strong>3. <\/strong><\/td>\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"480\"><strong>Knowledge Management<\/strong>: The default fields Purpose and Instructions, for defining the purpose of this area of the page, as well as any instructions that can be followed. See more: <a href=\"#Knowledge_Management\">Knowledge Management<\/a>.<\/td>\n<\/tr>\n<tr style=\"border: 1px solid #cccccc;\">\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"20\"><strong>4. <\/strong><\/td>\n<td style=\"height: 24px; padding-bottom: 10px; padding-left: 10px;\" width=\"480\"><strong>Commentary<\/strong>: Users can comment on this area of the page. See more: <a href=\"#Commentary\">Commentary<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">A page can have several info buttons, each with Knowledge Management and Commentary designed to be relevant to its context, or its physical area on the page.<\/p>\n<table>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40331\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted.png\" alt=\"\" width=\"1000\" height=\"509\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted.png 1481w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-768x391.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-150x76.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-1280x652.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-24x12.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-36x18.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Six-Info-Buttons-adapted-48x24.png 48w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td><em>This page has six Info Buttons, each one for describing its separate area<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p class=\"intro-text\">Each Info Button on a page has been configured, by the page designer, to have a title and a context key.<\/p>\n<p class=\"note\">Note that Info Button styles may vary.<\/p>\n<h3>Knowledge Management<\/h3>\n<p class=\"intro-text\">Knowledge Management for the Info Button is used for capturing and sharing knowledge about the page section the Info Button relates to.<\/p>\n<p class=\"intro-text\">The default Knowledge Management fields are:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Purpose:<\/strong> What this display is intended for.<\/li>\n<li><strong>Instructions:<\/strong> Any special instructions applicable to this display<\/li>\n<\/ul>\n<p class=\"note\">Knowledge Management is also available in a public display's <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/display-information\/\">Display Information<\/a>.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/knowledge-management\/\">Knowledge Management<\/a><\/p>\n<h3>Commentary<\/h3>\n<p class=\"intro-text\">This is where Explorer users can comment on the section of the page that is defined by the Info button. Comments are displayed with the most recent shown first.<\/p>\n<p class=\"intro-text\">To add a new comment, type in the comment edit box (you can include <strong>mentions @<\/strong> and <strong>hashtags #<\/strong>) then click <strong>Save<\/strong>.<\/p>\n<p class=\"intro-text\">When adding a comment, there is a <strong>Live Preview<\/strong> tab below the edit box, showing the entity and user names, if any have been used.<\/p>\n<p class=\"note\">Note: Live Preview only applies to version 4.6.2. In later versions, mentions are supported natively and a <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">text format toolbar<\/a> is also available.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40328 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button.png\" alt=\"\" width=\"403\" height=\"243\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button.png 403w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button-150x90.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button-36x22.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Commentary-for-Info-button-48x29.png 48w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/a><\/p>\n<p class=\"intro-text\">Any user can reply to a comment. If you have Commentary privileges, or if you made the original comment, you can edit or delete comments.<\/p>\n<p class=\"left-bar\">Read more: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-releases\/explorer-release-4-6-2\/#Mentions_and_Hashtags_in_Commentary\">Mentions and Hashtags in Commentary<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/formatting-text\/\">Formatting Text<\/a><\/p>\n<h3>Explore Panel Pinned<\/h3>\n<p class=\"intro-text\">When the Explore Panel is pinned, it remains open as you click different Info Buttons. Each time you click on an Info Button, the <strong>Explore<\/strong> panel is updated for its contents.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">How it Works<\/h2>\n<p class=\"intro-text\">The example below illustrates how the Info Button can be used by more than one user to view or update information for a certain section of a page.<\/p>\n<table style=\"width: 900px; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"padding: 10px;\">1. A user, <em>P2 User 2, <\/em>opens a page: <em>Info Button Tutorial<\/em>.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40342\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0.png\" alt=\"\" width=\"900\" height=\"399\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0.png 1224w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0-768x340.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0-150x66.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-0-48x21.png 48w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border-top: 1px solid #cccccc;\">2. <em>P2 User 2<\/em> clicks on the Info Button. The Info Button's contents (blank) open in the Explore panel.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1.png\" rel=\"lightbox-5\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40338\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1.png\" alt=\"\" width=\"900\" height=\"395\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1.png 1227w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1-768x337.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1-150x66.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-1-48x21.png 48w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border-top: 1px solid #cccccc;\">3. <em>P2 User 2<\/em> edits and saves the Knowledge Management fields (Purpose and Instructions).<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2.png\" rel=\"lightbox-6\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40339\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2.png\" alt=\"\" width=\"900\" height=\"397\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2.png 1218w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2-768x339.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2-150x66.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-2-48x21.png 48w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px; border-top: 1px solid #cccccc;\">4. A different user, <em>P2 User 3<\/em>, opens the page and clicks on the Info Button. The Knowledge Management is available for viewing and editing by this second user.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3.png\" rel=\"lightbox-7\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40340\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3.png\" alt=\"\" width=\"900\" height=\"398\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3.png 1217w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3-768x340.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3-150x66.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3-36x16.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Info-btn-pic-3-48x21.png 48w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Context Key<\/h3>\n<p class=\"intro-text\">The <em>Context Key<\/em> can be seen when you hover over a button, as part of the tooltip. An Info Button's context, together with its position, indicates what it is used for.<\/p>\n<p class=\"intro-text\">The Context Key can be a fixed value, or a page variable that changes when you select something on the page, such as a product type, or a period.<\/p>\n<table>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1.png\" rel=\"lightbox-8\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40365 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1.png\" alt=\"\" width=\"760\" height=\"421\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1.png 760w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-1-48x27.png 48w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td><em>The highlighted word (Hunter) is the context key for this Info Button<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Title<\/h3>\n<p class=\"intro-text\">The <em>Title<\/em> appears in the Explore panel when you click the Info Button. The title can be configured to include the Context Key.<\/p>\n<table>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title.png\" rel=\"lightbox-9\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40366 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title.png\" alt=\"\" width=\"403\" height=\"191\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title.png 403w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title-150x71.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title-24x11.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title-36x17.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Title-48x23.png 48w\" sizes=\"auto, (max-width: 403px) 100vw, 403px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td><em>This Info Button has been configured to include the context key in the title<\/em><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<hr \/>\n<h2 class=\"page-subheading\">Using the Info Button<\/h2>\n<p class=\"intro-text\">Use the Info Button to view or edit the information it contains.<\/p>\n<h3>View Tooltip<\/h3>\n<p class=\"intro-text\">Hover your mouse over the Info Button to view the tooltip. This contains the context key, in quotes ('Hunter', in this example).<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info.png\" rel=\"lightbox-10\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40364 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info.png\" alt=\"\" width=\"760\" height=\"421\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info.png 760w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-150x83.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-36x20.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Hover-over-info-48x27.png 48w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>Open Knowledge Management<\/h3>\n<p class=\"intro-text\">Click the Info Button to open its content in the <strong>Explore<\/strong> panel.<\/p>\n<p class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1.png\" rel=\"lightbox-11\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40362 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1.png\" alt=\"\" width=\"968\" height=\"572\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1.png 968w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1-768x454.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1-150x89.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1-36x21.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Click-Info-Button-1-48x28.png 48w\" sizes=\"auto, (max-width: 968px) 100vw, 968px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h3>Edit Knowledge Management<\/h3>\n<p class=\"intro-text\">When you have clicked to open the Explore panel for the Info Button, you can view or edit its Knowledge Management fields, and add or reply to comments.<\/p>\n<p class=\"intro-text\">These sections in the <em>Knowledge Management<\/em> article describe how to <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/knowledge-management\/#Edit_Knowledge_Management\">Edit Knowledge Management<\/a> fields.<\/p>\n<h3>Unsaved Changes<\/h3>\n<p class=\"intro-text\">If you are editing the Knowledge Management fields for an Info Button, and then open the Explore panel for another item (for example, you click on a different Info Button), you can still manage your unsaved changes. This feature is useful if you want to check on some background or get further information, before saving your changes.<\/p>\n<p class=\"intro-text\">Read about how to manage <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/explorer-getting-started\/knowledge-management\/#Unsaved_Changes\">Unsaved Changes<\/a>.<\/p>\n<hr \/>\n<h2 class=\"page-subheading\">What to Watch out for<\/h2>\n<h3>Changing Context<\/h3>\n<p class=\"intro-text\">Depending on how an Info Button is configured, the <em>Context Key<\/em> could be a variable, which changes as you change selections on a page.<\/p>\n<p class=\"intro-text\">When you save Knowledge Management using an Info Button, it is saved with that context key. Thus, one Info Button can be used to save and view multiple sets of Knowledge Management, each linked to its own context key.<\/p>\n<p class=\"intro-text\">For example:<\/p>\n<table style=\"width: 900px; border: 1px solid #cccccc;\">\n<tbody>\n<tr>\n<td style=\"padding: 10px;\">1. Select entity \"Hunter\".<br \/>\n2. Click the Info Button to view or edit Knowledge Management and Commentary for that context key.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1.png\" rel=\"lightbox-12\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40367 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1.png\" alt=\"\" width=\"977\" height=\"585\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1.png 977w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1-768x460.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1-150x90.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1-36x22.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-1-48x29.png 48w\" sizes=\"auto, (max-width: 977px) 100vw, 977px\" \/><\/a><\/td>\n<\/tr>\n<tr>\n<td style=\"border-top: 1px solid #cccccc; padding: 10px;\">1. Select entity \"Earl\".<br \/>\n2. Click the Info Button to view or edit Knowledge Management and Commentary for that context key.<\/td>\n<\/tr>\n<tr>\n<td style=\"padding: 10px;\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2.png\" rel=\"lightbox-13\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-40368 size-full alignnone\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2.png\" alt=\"\" width=\"948\" height=\"570\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2.png 948w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2-768x462.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2-150x90.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2-24x14.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2-36x22.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/08\/Context-2-48x29.png 48w\" sizes=\"auto, (max-width: 948px) 100vw, 948px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Saving Changes<\/h3>\n<p class=\"intro-text\">Remember that Knowledge Management is shared between users. When you save changes, this overwrites anything previously saved by another user.<\/p>\n<h3>Copies of a Page<\/h3>\n<p class=\"intro-text\">When you save a copy of a page, by clicking the <strong>Save As<\/strong> button on the Page ribbon tab, the Info Buttons are copied to the new page; however, the Knowledge Management fields and Commentary are empty in the new page.<\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\">Release History<\/h2>\n<ul class=\"intro-text\">\n<li class=\"overview\">Using the Info Button 4.6.2 (this release)\n<ul class=\"overview\">\n<li>This version of Explorer introduces a Commentary section, which can include <strong>mentions @<\/strong> and <strong>hashtags #<\/strong>.<\/li>\n<li>In version 4.6.4, a text formatting toolbar was introduced.<\/li>\n<\/ul>\n<\/li>\n<li class=\"intro-text\"><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-the-info-button\/using-the-info-button-4-6-0\/\">Using the Info Button 4.6.0<\/a>\n<ul class=\"intro-text\">\n<li class=\"intro-text\">Info Button first introduced.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"intro-text\">\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Info Button is used to share contextual knowledge management and commentary for an area of your page. This information is available to all users of the page, for viewing or editing.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-explorer\/using-the-page-controls\/using-the-info-button\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":8,"featured_media":40390,"parent":4254,"menu_order":42,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[689,663,657,644],"class_list":["post-40315","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-button","tag-comment","tag-information","tag-knowledge-management","Version-4-6-2","Version-4-6-4","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40315","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=40315"}],"version-history":[{"count":2,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40315\/revisions"}],"predecessor-version":[{"id":66972,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/40315\/revisions\/66972"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/4254"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/40390"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=40315"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=40315"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=40315"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}