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Data entry automation

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Note:

  • Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.

  • Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact support@whatfix.com.

Automate data entry in Smart Tips using the Auto Input feature. It enables you to pre-populate a value in a form field. Any value that you define when creating the Smart Tip gets populated without the risk of end users adding errors.

Use the following steps to set the Auto Input feature for 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 CONTENT, click Smart-tip.
    image.png

  3. Enter a name for the Smart tip Collection.
    Add a smart-tip collection 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 reference and is not visible to the end user.
  1. Click Add help tip to create a new Smart Tip.
    Add Help Tip
  1. Select an element on the application to which you would like the Smart Tip to point.

Note:

  • If the default style of your Smart Tips is the i icon, then once you start selecting the element to place the Smart Tip, your cursor changes to an i icon to help you place the Smart Tip to the desired position.

  • Position the Smart Tip carefully so that no other important information or element is hidden.

  1. Enter the purpose of the Smart tip.
    RB_EDT_ST_description

  1. Go to the Configurations tab.

  2. Under Additional Options, choose the Automated option to automate the Smart Tip.

  3. Select the Auto Input option from the drop-down, and then enter the value that you want to auto-populate in the respective field.
    Studio_Editor_AutoInput

  1. Click Save Tip.
    Studio_savetip

Note:

  • The Auto Input option is applicable only for fields where keyboard input is expected.

  • Repeat the process for every field that needs the auto-populated steps.

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