Adding pop-up hints

Introduction

You can add pop-up hints to Creatio elements - text messages providing additional information about the element functionality and rules of its population.

Pop-up hints can be divided into 3 main groups:

1. A pop-up hint to a field (if such hint is available, the field caption is marked by a small green triangle symbol. The hint appears when a cursor is hovered over the triangle or upon clicking the field caption.

2. A pop-up hint to other control elements (buttons, completion indicators, images). The hint appears when a cursor is hovered over the control element.

3. Information button . The hint appears when a cursor is hovered over the information button.

General algorithm of adding pop-up hints to standard control elements:

1. Create a replacing schema of the page or section.
2. Add the pop-up hint text to the schema localizable string collection.
3. Describe the necessary schema element modifications in the diff array.

Source code

You can download the package with case implementation using the following link.

Example 1

Case description

Add a pop-up hint to the [Save] button of contact edit page.

Case implementation algorithm

1. Creating a replacing contact page

Create a replacing client module and specify [Display schema – Contact card] (ContactPageV2) as parent object (Fig. 1). Creating a replacing page is covered in the “Creating a custom client module schema” article.

Fig. 1. Properties of the replacing contact edit page

2. Adding a localized string with the pop-up hint text

Add a string with the pop-up hint text to the collection of localizable strings of the edit page replacing schema. Properties of the created string (Fig. 2):

• [Name] – “SaveButtonHint”
• [Value] – “Press to save the changes”

Fig. 2. Properties of the custom localizable string

3. Adding a button configuration object to the diff array

There are several methods to add a pop-up hint to a control element.

Method 1

Add the hint property containing the pop-up hint text to the control element values property.

The source code of the contact edit page replacing schema when adding the pop-up hint using method 1:

define("ContactPageV2", [],
function () {
    return {
        // Name of the edit page object schema.
        entitySchemaName: "Contact",
        //Pop-up hint visualization setup.
        diff: /**SCHEMA_DIFF*/[
            // Metadata for adding pop-up hint to the button.
            {
                // Modification of the existing element.
                "operation": "merge",
                "parentName": "LeftContainer",
                "propertyName": "items",
                "name": "SaveButton",
                "values": {
                    // Pop-up hint for a button.
                    "hint": { "bindTo": "Resources.Strings.SaveButtonHint" } 
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});

Method 2

Add the tips array to control element values property. Add the pop-up hint configuration object to the tips array using the insert operation. Specify the content property, which is the pop-up hint text in the values property of this object. You can have a more individual approach to pop-up hint setup using this method. You can change the image style, connect the pop-up hint visibility to a view model event, add control elements, etc.

The source code of the contact edit page replacing schema when adding the pop-up hint using method 2:

define("ContactPageV2", [],
function () {
    return {
        // Name of the edit page object schema.
        entitySchemaName: "Contact",
        //Pop-up hint visualization setup.
        diff: /**SCHEMA_DIFF*/[
            // Metadata for adding pop-up hint to the button.
            {
                // Modification of the existing element.
                "operation": "merge",
                "parentName": "LeftContainer",
                "propertyName": "items",
                "name": "SaveButton",
                "values": {
                    // Pop-up hint array for a button.
                    "tips": [] 
                }
            },
            // Simple hint configuration object.
            {
                // Adding a new element.
                "operation": "insert",
                "parentName": "SaveButton",
                "propertyName": "tips",
                "name": "CustomShowedTip",
                "values": {
                    // Pop-up hint text.
                    "content": {"bindTo": "Resources.Strings.SaveButtonHint"}
                    // You can setup additional parameters of pop-up hint
                    // display and operation.
                }
            },
        ]/**SCHEMA_DIFF*/
    };
});

After you save the schema, a pop-up hint will appear next to the [Save] button on the contact edit page (Fig. 3).

Fig. 3. Case result demonstration

Example 2

Case description

Add a pop-up hint to the [Type] field of contact edit page.

Case implementation algorithm

1. Create a replacing contact page

Create a replacing client module and specify [Display schema – Contact card] (ContactPageV2) as parent object (Fig. 1).

2. Adding a localized string with the pop-up hint text

Add a string with the pop-up hint text to the collection of localizable strings of the edit page replacing schema. Properties of the created string (Fig. 4):

• [Name] – “TypeTipContent”
• [Value] – ‘Choose the type of contact from the list”

Fig. 4. Properties of the custom localizable string

3. Adding a field configuration object to the diff array

Add the tip property containing the content property to the values field property. The content property value will be the pop-up hint text.

Below is the source code of the page replacing schema.

define("ContactPageV2", [],
function () {
    return {
        // Name of the edit page object schema.
        entitySchemaName: "Contact",
        //Pop-up hint visualization setup.
        diff: /**SCHEMA_DIFF*/[
            // Metadata for adding pop-up hint to the field.
            {
                // Modification of the existing element.
                "operation": "merge",
                "name": "Type",
                "parentName": "ContactGeneralInfoBlock",
                "propertyName": "items",
                "values": {
                    // Field propery responsible for displaying the pop-up hint.
                    "tip": {
                        // Pop-up hint text.
                        "content": { "bindTo": "Resources.Strings.TypeTipContent" },
                        // Pop-up hint display mode.
                        // WIDE is the default mode - thickness of a green band, 
                        // displayed in the pop-up hint.
                        "displayMode": Terrasoft.controls.TipEnums.displayMode.WIDE
                    }
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});

After you save the schema, a pop-up hint will appear in the [Type] field on the contact edit page (Fig. 5).

Fig. 5. Case result demonstration

Example 3

Case description

Add an information button to the [Full name] contact edit page.

Case implementation algorithm

1. Create a replacing contact page

Create a replacing client module and specify [Display schema – Contact card] (ContactPageV2) as parent object (Fig. 1).

2. Adding a localized string with the pop-up hint text

Add a string with the pop-up hint text to the collection of localizable strings of the edit page replacing schema. Properties of the created string (Fig. 6):

• [Name] – “InfoButtonCaption”
• [Value] – “This is obligatory field”

Fig. 6. Properties of the custom localizable string

3. Adding a button configuration object to the diff array

Add a new element with the Terrasoft.ViewItemType.INFORMATION_BUTTON type and the content property to the diff array. The content property value will be the pop-up hint text.

The source code of the edit page replacing schema:

define("ContactPageV2", [],
function () {
    return {
        // Name of the edit page object schema.
        entitySchemaName: "Contact",
        //Pop-up hint visualization setup.
        diff: /**SCHEMA_DIFF*/[
            // Metadata for adding pop-up hint to the button.
            {
                // Modification of the existing element.
                "operation": "merge",
                "parentName": "ProfileContainer",
                "propertyName": "items",
                "name": "AccountName",
                "values": {
                    "layout": { "column": 0, "row": 1, "colSpan": 22, "rowSpan": 1 }
                }
            },
            {
                // Adding a new element.
                "operation": "insert",
                "parentName": "ProfileContainer",
                "propertyName": "items",
                "name": "SimpleInfoButton",
                "values": {
                    "layout": { "column": 22, "row": 1, "colSpan": 1, "rowSpan": 1 },
                    "itemType": Terrasoft.ViewItemType.INFORMATION_BUTTON,
                    "content": { "bindTo": "Resources.Strings.InfoButtonCaption" }
                }
            }
        ]/**SCHEMA_DIFF*/
    };
});

After you save the schema, the pop-up hint will appear in the [Account] field on the contact edit page (Fig. 7).

Fig. 7. Case result demonstration

Example 4. Adding a link to web resource to the pop-up hint

You can add links to web resources or context help to pop-up hints. Add an html code of the link directly to the localizable string of the pop-up hint text (Fig. 8).

Fig. 8. Example of defining the pop-up hint with a link

Example of adding a direct link to web resource:

<a href="https://academy.creatio.com/" target="_blank">Learn more</a>

As a result, the pop-up hint will look as shown in figure 9.

Fig. 9. Example of displaying the pop-up hint with a link