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Rules to display Smart Tips
  • 18 Sep 2024
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Rules to display Smart Tips

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    Light
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Article summary

Display Rules enable you to configure Smart Tips to display the tooltip only when certain conditions are met.

Set conditions based on:

  • Selected Element Is
  • Selected Element Text
Note

For more information, contact support@whatfix.com.

Use the following steps to add the display conditions:

  1. Go to the application where you want to create content, and then launch the Whatfix Desktop Studio.

  2. Click Smart-tip.
    clm_studio_smart tip1

  3. Enter a name for the Smart tip Collection.
    Studio_editor_enterSTname

    Info
    • A Smart Tip Collection is a group of Smart Tips created on the same page of an application.
    • The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user.
  4. Click + Add Help Tip to create a new Smart Tip.
    Studio_ST_help_tip.png

    your title goes here

    In case you want to create a Validation Tip, click the dropdown, and then click + Add validation tip.
    Studio_editor_AddValidationTip

  5. Select an element on the application that you would like the Smart Tip to point to.
    RB_select element2.png

  1. Enter the purpose of the Smart tip.
    Purpose_description.png
Note:

Optional. Add a more detailed description if required.

  1. Click the ADVANCED OPTIONS tab.
    Studio_editor_AdvancedOptions1

  2. Under the Display Rules section, click + Add Rule to set the desired conditions.
    Studio_editor_AdvancedOptions_AddRule1

    For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions.

    Note:

    To find the value of the CSS selector for the selected element, contact support@whatfix.com.

  3. Add additional Display Rule conditions using the plus icon.
    RB_add multiple conditions

  4. Click Save Tip.
    Studio_editor_saveTip

    Info

    To add more Smart Tips, click + Add Help Tip on Studio.

  5. After all the Smart Tips are created, on the Studio, click Save Tip.
    Studio_editor_saveSTcollection

  6. On the confirmation Pop-up, click Okay.
    Studio_st_save tip

Note

Once you have created the Smart Tip collection, a segment is automatically created on your Whatfix Dashboard.


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