The tooltip position of every Flow must be appropriately placed so that it doesn't obstruct the end user's view of important information on the application. While it is positioned automatically by Whatfix in most cases, you can select the best position for viewing the tooltip content.
You can change the position of the tooltip in two instances:
During Flow Creation
Change the tooltip position while creating a Flow using Whatfix Studio.
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Click Flow.
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Enter the name of the Flow.
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Click Add Step.
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In the Studio toolbar, select a capture mode.
- Free-floating Flows is currently Beta. Contact support@whatfix.com for more information.
- For more information on different capture modes, see Quick Capture Modes.
- Click the desired elements on the page that the user needs to select.
- Review or edit the auto generated action text on the step.
Enter any additional information that you want to provide in the description section of the tooltip.
- Under Configurations, expand Position and select the desired position of the tooltip.
Some positions may not be available based on the element location on the page. This way Whatfix recommends the best position for a tooltip.
- Click Save Step to finish creating the step, and then continue creating the Flow.
Post Flow Creation
Change the Flow tooltip position on Whatfix Dashboard at the Draft stage of a Flow. If you want to edit a published Flow, Edit a Flow, change the tooltip position, and then re-publish the Flow.
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On the Whatfix Guidance dashboard, click Content.
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Click Flows.
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Hover your cursor over the Flow you want to update, and then click the Edit icon.
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Go to the step and then click the Edit icon.
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Scroll down to the Position section on the Dashboard and select a position for the Flow step.
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Change the position of the tooltip.
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Click Save.
