User guiding sequence

\# written by oleksandr melnyk | last published at august 15, 2025 \# # overview user guidance sequences in enapps erp are a sophisticated system feature designed to provide step by step, contextual assistance to users when interacting with specific forms and views this proactive user assistance feature helps ensure proper record creation and management while reducing training overhead and maintaining consistency across business processes user guidance sequences are built in system components that provide targeted, contextual instructions to users when they access specific forms in the erp system unlike generic help documentation, these sequences deliver precise guidance exactly where and when users need it most – directly within the business process workflows \# key characteristics contextual guidance appears directly within relevant forms and processes targeted can be assigned to specific users or user groups model specific linked to particular erp models (sales orders, purchase orders, etc ) view specific associated with specific form views for precise context configurable administrators can create, modify, and activate sequences \# set up guide locate the about section by clicking on your profile icon open the about section activate developer mode navigate to settings > configuration > features > user guiding sequence press create new the system will then display the following screen after creating the new record, populate the selection fields ( model and view ) in this example, we will use the sales order module and the form view (standard transaction view) optionally, you can restrict the feature so that it is displayed only to specific users or access groups in a separate system tab, navigate to the selected model while developer mode is enabled hover your cursor over the relevant field to view its technical name as used in the system’s code this will appear in the field section (often the first entry in the table) repeat this process for all fields required for the sequence populate the guiding sequence with all the fields you want the user to complete, in the exact order in which they must be filled separate each field with a semicolon ( ; ), except for the final field in the sequence once ready, press the activate button the process steps will appear at the top of the screen fields will be blurred out and highlighted as shown in the example screen below once the entire sequence is complete, you may continue working with the record as normal \# business value and use cases reduced training time new employees can learn processes directly within the system process standardization ensures all users follow the same procedures for critical tasks compliance support guides users through regulatory requirements and company policies enhanced user adoption makes complex erp functionality more accessible to users knowledge retention captures institutional knowledge in reusable, scalable format \# practical applications business area application guidance example sales sales order creation guide sales teams through proper customer selection, pricing rules, and delivery terms procurement rfq ensure procurement staff follow approval workflows and vendor selection criteria finance journal entries help accounting staff with proper account verification and regulatory compliance requirements projects project setup guide project managers through project set up inventory stock movements assist warehouse staff with proper location management \# system limitations form views only currently restricted to form views, not available for list or other view types static content guidance text is static and doesn't change based on user actions or data context single sequence per model view only one guidance sequence allowed per model view combination user or group assignment must choose either specific users or user groups, not both simultaneously