Creating and Editing Hints & Bookmarks

Modified on Fri, 26 Jul at 12:18 PM

1. GETTING STARTED

In order to create and edit Tips, you need to use both Newired Editor and Newired Portal. For the editor to communicate with the portal, you also need to be connected to the internet or some internal server.

Start the Editor via Portal, first selecting the Site which you would like to add Tips to or you can log in from the editor:

After inserting your server and login details, you will be asked to choose which site you would like to work on.

2. CREATING TIPS

To create a new Tip, first select the target website on the portal or editor. If you start from the portal, click on “Open Editor”.

Once the editor is open, you will see three different Tabs on the right hand side of the screen in the Editor sidebar. To create a new Tip, click on the "Tips" tab. After that, click on the plus sign and then select which type of Tip you want to create - Hint or Bookmark.

You will see your target website opens on the editor. If you hover the mouse on that area, you will see that it selects whole elements with a green/orange/red square, called selectors (see images below). That is because Tips need to be associated with a given element on a page.

To create a Tip, click on the target element. A Tip bubble is shown immediately:

3. RELIABILITY OF PAGE ELEMENTS AND SELECTOR PRECISION

The site elements which Tips will be related to receive a reliability score from Newired. This score shows how likely the element is to be found at runtime, granting a timely appearance of the Tip on the user’s screen during navigation.

The reliability score of an element changes according to the color and the score name shown, which can be from Excellent to Bad. The better score appears, the more reliable the element is. Red stands for a generally low reliability, whereas green means high reliability.

On the screenshot below, you can see two elements which have been scored in the Editor as examples:

You should aim to write Tips attached to highly reliable elements, to prevent failed Tip executions - although low-scoring elements do not necessarily mean that the Tip execution will fail, as a timely execution depends on many factors.

If you decide to attach a Tip to a low-scoring element, make sure to test the Tip by performing relevant runtime tests.

TIP: Every web page consists of many elements, which are either visible or hidden. This may affect the selector behavior and movement. If you have problems selecting the precise element you would like to, try using the Selector Precision tool (Ctrl + Alt + mouse wheel), explained below, or approach the element from a different direction.

4. TITLE

On the upper side of the dialog box, you will see a title field. You can edit it to name your Tip. The option comes as “Hint”/"Bookmark" by default, and will remain like this if you do not change it.

5. CONTENT BOX

Write the content of your Tip here. In this field, you can also add links or pictures.

6. POSITION

By clicking on one of the four options, you can choose where the Tip will appear in relation to the element it refers to.

7. ICON

Under the Icon tab, you will see a button called Show icon. You can select or unselect this option when creating a Tip.

If you select it, an icon will appear on the element selected on the target website.

You can customize the icon. Check the article "Customizing Tip Icons" for more information.

This icon may help attract the user’s attention to that element, making them hover the mouse on that element and read the Hint.

If you leave the option unchecked, the end user will come across the Hint anyway when hovering the mouse around the element the Hint is attached to.

Bookmarks (both with and without icon) can be started from the Launcher and navigate the end user to the URL where the Bookmark is attached to and it is shown to the user.

Offset

When you enable the Tip Icon, you can define how close the Icon will appear to the end user on the target website/ application. In the example below, the offset is 3, so the Tip is shown very close to the element it is related to (in this case the "Actions" button):

In this other example, the Offset has been set to 33, so the Tip is shown much further away from the Actions button if compared to the previous example:

The Offset value can vary from -99 to 99. The higher the value, the further the icon and the Tip will appear from the element they relate to.

From release 19.2, we also have the possibility of defining a negative value for the offset.

The offset can thus be either positive or negative. If positive, it moves the icon in the direction of the established for the anchor (right, left, up, down). If negative, the offset moves to the opposite direction.

In this first case, the Tip icon is anchored to the bottom of the element. The offset is positive and moves the icon downwards:

In the second case, the offset is negative, so the icon is moved downwards (which is the opposite direction of the current anchor):

In Page

This is another feature related to the Tip Icon.

If you would like the Tip icon to appear in a centralized default position in relation to the element selected, check this option. Note that checking this option will deactivate the Offset function. By unchecking the “In Page” option and not defining any Offset value, the icon will be placed as an overlay on the same level as the Tip bubble, without interfering with the underlying elements.

8. TIP SIZES

As with Journey steps, you can choose the size of your Tip here:

You can choose pre-defined small, medium, large or extra-large sizes or even personalize the Tip size by writing the size in pixels.

If you select the "Auto width" option to the right, the Tip size will be generated according to the size of the content defined for this Tip.