--- title: "Trigger a Smart Tip" slug: "trigger-a-smart-tip" updated: 2024-10-08T12:59:42Z published: 2024-10-08T12:59:42Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Trigger a Smart Tip based on User input Whatfix enables you to add Triggers to the Smart Tips. Use Triggers to provide contextual nudges to your end users based on some criteria on the underlying application. Select the element and set the conditions based on the text, number, and date fields that are fetched from the underlying application to show a Smart Tip to your users. For example, add text as a condition to show a Smart Tip only when that text is present on the application. ### Use Cases #### Show a Smart Tip only on a Specific day You might have a Smart Tip with the information that needs to be shown only on a particular day. In this case, set the date as a Trigger condition and add the date on which the Smart tip should appear. #### Show a Smart Tip only when a particular text is selected There might be instances when a user should fill a field in a form based on the options they select from a dropdown. In this case, you might want to show a Smart Tip only when a user selects a particular option from the dropdown. This can be achieved by using text condition as a Trigger, where you add the text and show a Smart Tip based on the text the user selects on the page. Use the following steps to add a Trigger to 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png) 2. Under **CONTENT**, click **Smart-tip**. ![image.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-6NSSUQLX.png) 3. Enter a name for the **Smart tip Collection**. ![Add a smart-tip collection name ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_Collection.png) 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 reference and is not visible to the end user. 1. Click **Add Help Tip** to create a new Smart Tip. ![Add Help Tip ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_HelpTip.png) 1. Select an element on the application to which you would like the Smart Tip to point. 2. Enter the purpose of the Smart tip. ![RB_EDT_ST_description](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_EDT_ST_description.png) 3. In the **CONFIGURATIONS** tab, expand the **Interaction** dropdown, and then in the **Display smart-tip on** section select when you want to display the Smart Tip. ![Smart_tipinteraction.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Smart_tipinteraction.png) 4. Expand **Appearance**, under the **Tooltip** section, make the following configurations: - **Color**: Select a tooltip **Color** from the existing color picker or enter the hex code of the desired color. - **Close (X)**: Choose to show or hide the **X** icon on the tooltip by enabling or disabling the **Close (X)** toggle. - **Close (X) color**: Select the **Close (X) color** from the existing color picker or enter the hex code of the desired color. - **Title**: Select font size, color, and style of the Tool Tip Title. - **Description**: Select font size, color, and style of the Tool Tip text. ![ST_Appearance](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ST_Appearance.png) 1. Under the **Icon** section, select the **Type**, **Color**, and **Size** of the icon. ![ST_Iconlib](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ST_Iconlib.png) your title goes here Whatfix enables you to add custom icons for Smart Tips. To add custom icons, see [Use custom icons for Smart Tips](/studio/docs/use-custom-icons-for-smart-tips). 1. Under the **Positioning** section, adjust the position of the Smart Tip. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png) your title goes here The following are the two different positioning modes available: - In the **Basic** Positioning mode, choose among the four available positions. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png) - In the **Advanced** Positioning mode, make micro adjustments to the position of the Smart Tip. Either use the navigational arrows or enter the value in the **Movement on key click(px)** dropdown to change the position by pixels. ![clm_smart tip_advanced positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_advanced%20positioning.png) 1. In the **Tooltip Position** section, choose the position of the tooltip. ![Clm_smart tip tool position](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_smart%20tip%20tool%20position.png) 2. Go to the **ADVANCED OPTIONS** and then scroll down to the **Triggers** section. ![image.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image%28333%29.png) 3. In the Triggers section, select **Based on the property**. ![clm_smart tip_trigger_based on property](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_based%20on%20property.png) 4. Click **Select element to create a condition**. ![clm_survey_select element to create a condition](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_select%20element%20to%20create%20a%20condition.png) 5. Click the desired element to which you want to add the Trigger. 6. Once you select the element, use the **Element Preview** icon to preview the selected element. ![Element_preview_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Element_preview_icon.png) your title goes here Use the **Reselect element** icon to reselect the element. ![Element_reselect_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Element_reselect_icon.png) 1. Using the dropdown, select the Data type of the trigger. ![clm_smart tip_data type](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_data%20type.png) There are 3 different Data types that can be added as a condition to trigger a Smart Tip, Add Date condition as a Trigger 1. Select the **Data type** as **Date**. ![clm_smart tip_data type_date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_data%20type_date.png) 2. Choose a **Date Format**. ![clm_st_date format](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_st_date%20format.png) 3. Under the **If date is** section, choose the condition you want to set. ![clm_smart tip_operators](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_operators.png) 4. Add a date specific to your use case. ![clm_smart tip_set the date](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_set%20the%20date.png) 5. To add additional rules, click **+ Add Rule**, and then add the dates. ![clm_smart tip_data_add rule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_data_add%20rule.png) 6. Click **Save Tip**. ![clm_survey_save tip1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_save%20tip%281%29.png) Add Text condition as a Trigger 1. Select the **Data type** as **Text**. ![clm_smart tip_trigger_text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_text.png) 2. Under the **If text is** section, choose the operator you want to set. ![clm_smart tip_trigger_operators](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_operators.png) 3. Enter the **Text** in the text box. ![clm_smart tip_trigger_enter text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_enter%20text.png) 4. To add additional rules, click **+ Add Rule**, and then repeat steps 15 to 17. ![clm_smart tip_data_add rule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_data_add%20rule.png) 5. Click **Save Tip**. ![clm_survey_save tip1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_save%20tip%281%29.png) Add Number condition as a Trigger 1. Select the **Data type** as **Number**. ![clm_smart tip_trigger_number](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_number.png) 2. Under the **If number is** section, choose the operator you want to set. ![clm_smart tip_trigger_number operator](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_number%20operator.png) 3. Enter a **Number** in the text box. ![clm_smart tip_trigger_trigger number](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_trigger_trigger%20number.png) 4. To add additional rules, click **+ Add Rule**, and then repeat steps 15 to 17. ![clm_smart tip_data_add rule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_data_add%20rule.png) 5. Click **Save Tip**. ![clm_survey_save tip1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_save%20tip%281%29.png) your title goes here - To add additional Scenarios, click **+Add scenario**. ![clm_survey_add scenario1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20scenario%281%29.png) - Upto 5 combination of Triggers can be added to a Smart Tip. ## Related - [Data Validation using Smart Tips](/data-validation-using-smart-tips.md) - [Trigger a Smart Tip using a User action](/trigger-a-smart-tip-1.md)