Help Document
About the FAQs Module

    ABOUT THE FAQS MODULE

    The FAQ module allows administrators to create Frequently Asked Questions pages with ‘question and answer’ pairings. Viewers can quickly find answers to commonly asked questions.

    Administrators can enter answers in rich text with images attached. FAQs can also be placed into custom pages and have their layouts customized. See the Developer Guide for more information.

    Note*: The limit of question and answer pairs is 50 per FAQ.

    Requirements:

    To view FAQs, users must be assigned a security role with the following permissions:

    • All Entities, FAQ: Read

    To create and manage FAQs, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE AN FAQ:

    1. In the Setup Home page, click Create > FAQs.
    2. Click New.
    3. Configure the fields:
      • Title: Enter a title for the FAQ.
      • Unique Name: Enter a name that will be used as the FAQ’s ID.
      • Description: Optionally enter a description of the FAQ.
      • Published: Check the box to make the FAQ visible to users.
    4. Add FAQ items. For each FAQ item, do the following:
      1. Click the Add button.
      2. In the Question field, enter a question.
      3. In the Answer box, use the rich-text editor to enter an answer.
      4. Click Add.
    5. To edit FAQ items, click the pencil icon. Make changes and then click Save.
    6. To delete FAQ items, click the trashcan icon and then click OK.
    7. To reorder FAQ items, Drag-and-Drop the boxes.
    8. When you are finished, click Save Changes.

    TO MANAGE AN FAQ:

    1. In the Setup Home page, click Create > FAQs.
    2. Click the FAQ for which you want to manage:
      • To edit the FAQ, click the Edit button. Make your changes and then click Save Changes.
      • To browse the FAQ, click More Actions > Browse.
      • To clone the FAQ, click More Actions > Clone. Enter a new title and unique name and then click Save.
      • To delete the FAQ, click the Delete button.