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Tooltips

You can add a tooltip to any control in CheckFlow. When a tooltip is set, an icon is displayed at the top right of the control within your checklist. Hovering the cursor over the icon displays the tooltip text.

Tooltips are the neatest way to add guidance that most users will not need. Instructions everyone must read belong in a Text control, where they cannot be missed; the why, the edge cases and the "if in doubt" notes belong in a tooltip, where they are one hover away without cluttering the task.

How Tooltips Are Displayed​

You can add one tooltip to each control within your checklists. A tooltip is displayed as a blue info icon, located at the top right side of the control.

Tooltip Being Displayed

Adding a Tooltip​

Open your template and locate the control you want to add a tooltip to.

Click on the Settings cog and select the Tooltip option.

Open Tooltip Popup From Settings

The Control Tooltip popup form will open.

Enter the text you would like to display in your tooltip. You can use HTML tags to format the text — <strong> for emphasis, <br> for line breaks, <ul> and <li> for a short list.

Once complete, click the Save Changes button. The tooltip text will be saved and the popup form will close.

Add The Tooltip Text

Removing a Tooltip​

To remove a tooltip follow the same steps as above but remove all text from the box and then click the Save Changes button. If no text is detected the tooltip info icon will not be displayed.

Notes and Limitations​

  • The tooltip is part of the template. Changing it does not change checklists that have already been created — only new ones.
  • The Tooltip option appears in the settings menu of every control, but a tooltip needs a control heading to attach the icon to. On a Separator, which draws nothing more than a horizontal line, no icon is displayed. Put the tooltip on one of the controls in the section instead.
  • Tooltips are shown on hover, which means they are awkward to reach on touch devices. Do not put anything essential in one.
  • Tooltip text is not searchable and does not appear in Reports.
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