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Display Rules for showing tooltips
  • 11 Jul 2025
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Display Rules for showing tooltips

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Article summary

Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met. This ensures that the tip appears at the right time and at the intended place.

Configure Display Rules while creating Whatfix Content (Flows, Smart Tips, Beacons, User Actions) on Whatfix Studio or after creating on the Whatfix Dashboard.

Conditions are set based on the following,


Use the following steps to add Display Rules to Flow steps:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. Click Flow.
    Studio_Click_Flow

  3. Enter the name of the Flow as you want it displayed to the users.
    Studio_Enter_Flow_Name

  4. Click + Add Step.
    Studio_Click_Add_Step

  5. Click the desired element on the page that the user needs to select.
    Create_Flow_Leads_Click

Note:

  • With the new Flow enhancement feature, you have the option to select two types of Flow steps, and not just element latching Flows. A dialog box appears on the application to highlight the two types of Flows. Under Choose step type, select a Flow step based on your requirements: either Attached to element or Free-floating.

Studio switcher enables you to switch between 2 flow types: element-attached flow types and free-floating flow types

Attached to elementFree-floating
When you select this type of Flow step, it remains attached to an element on your application.When you select this type of Flow step, it remains flexibly positioned devoid of any element attachment

  1. Review or edit the auto generated action text on the step.
    image.png
Info:

Enter any additional information that you want to provide in the description section of the tooltip.

  1. Click Advanced Options.
    Click Advanced options on Flow steps

  2. Expand the Display Rules section and then click Add Rule. Display Rules enable you to configure Flows to display the tooltip only when pre-determined conditions are met.
    Add display rules to Flow steps under Advanced Options

  3. Set the desired conditions. For more information on the different conditions that are used in Display Rules, see Visibility and Display Rule Conditions.
    Studio_displayrules

Info:

Use Add Rule to add multiple conditions if needed.
Click_Add_Display_Rule

  1. Click Save Step to finish creating the step and then, continue creating the Flow.
    Studio_SaveFlowstep

For more information on creating a Flow, see Create a Flow.


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