Inline Help tutorial for VisualSP Online

Applies to: VisualSP Online
Print Friendly, PDF & Email

With VisualSP, you can create an inline help item within the context of a page.

Here are the steps to creating your own inline help item.

As a subscription administrator, you will need to confirm your subscription has inline help activated.

  1. Go to Manage My Subscriptions from the hamburger menu in the help panel
  2. Scroll down to the Application Settings section and toggle the Enable Inline Help to Yes:

To create an inline help item, create a help item as you normally would, but toggle the Enable Inline Help / Tooltip to yes:

When inline help is toggled to yes, additional options will appear in the help editor. First you will need to select an element to attach the inline help icon to:

This element selector acts in the same manner as the element selector in the walkthrough editor.

For some media types, you will also see two additional items you can configure: Display as Tooltip and Position:

Additional configuration options are available by clicking the Toggle inline Help Icons Advanced Properties link, and the options available will depend upon the Media Type selected for the help item.

  1. Show in Main Help Panel. Toggling this option to yes will add this help item to the Help panel
  2. The Trigger drop down options include ClickHover (automatically close on mouse out), and Hover (users must click close button to close)
  3. Icon Z-Index. Helpful to bring the help icon forward if it is hidden behind an element. Can also be fixed by adjusting the element selected by narrowing or expanding selection:

  4. Toggle Hide Arrow to No to hide the tooltip arrow.
  5. Tooltip Size allows you to adjust the bubble size to better hold the content of the help item
  6. Tooltip Offset allows you to adjust the tooltip left and right offset

Inline Help Best Practices/Tips

  1. If help item won’t be displayed in help panel, assign Inline Help as the category name. This will organize inline help into a single category and makes them easier to find. Best practice is to NOT display an inline help item in the help panel because:
    — Inline help gives user a more intuitive understanding of what the help item will be about, vs the help panel, which must be deduced by reading and understanding the text description
    — Declutters the help panel
    — By assigning Inline Help as the group name, makes it easier to find all your inline help items under one category
  2. For testing purposes, see if element selector moves/changes if another element is clicked (for example, a document is selected, which changes the ribbon options). If it does, solution is to uncheck “Ignore text” from the element selector configuration.
Updated on October 24, 2019

Related Articles