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Configure the appearance of Smart Tips
  • 22 Sep 2024
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Configure the appearance of Smart Tips

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    Light
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Article summary

Whatfix enables you to configure the appearance of each Smart Tip that appears in an application. Choose to display the Smart Tip in two ways.

  • Smart Hover: Information appears when end users hover their cursor over the selected element, for example, a text field.
Info
  • Set the Smart Tip to auto-hover in case you have some information that needs their attention.
  • Auto-Hover Smart Tips appear as soon as the page loads for the end users.

  • Smart Icon: Information appears only when end users interact with the icon inserted by the Content Creators next to the specific element.
Info

By default, the Smart icon is an 'i' icon, but Whatfix enables you to set a custom image for the Smart icon using the customization option. For more information, see Changing the i icon for Smart Tips.

Smart_icon


  • On click of Icon: Information appears when a user clicks the i icon next to the interface.

i icon


Configuring the Appearance of a Smart Tip

Use the following steps to configure the appearance of a Smart Tip,

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Under WIDGETS, click Smart-tip.
    clm_studio_smart tip1
  3. Enter a name for the Smart tip Collection.
    Smart_tip_Name
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.
  1. Click + Add Help Tip to create a new Smart Tip.
    Click_Addhelptip

  1. Select an element on the application that you would like the Smart Tip to point to.
  2. Enter the purpose of the Smart Tip.
    Studio_st_purpose
Tip:

Whatfix recommends you to add a more detailed optional description for the step action (For example, to specify the rules of an input field).

  1. In the Display smart-tip section, select the appearance of the tip.
    smart tip_on click of icon

  2. Finish creating the Smart Tip.


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