Tooltips

Tooltips let you add short help texts to fields for your users. They appear as a small info icon next to the field label. Tooltips are available in two places:

• in the document overview,
• in the accounting form.

Permission

Editing requires the permission Edit tooltips using rightclick (Admin.EditTooltips). Only give it to an administrators’ role.

Anyone with this permission sees all tooltips, including those not yet active for normal users. Such tooltips are marked Hidden for normal users!.

Editing a tooltip

1. Right-click the field’s info icon.
2. Edit the text and its formatting.
3. If needed, set:
   • a URL for a linked page,
   • Enable tooltip for normal users so that all users see the tooltip,
   • Hide tooltip icon: the icon then only appears when the mouse is over the field,
   • the colour of the icon.
4. Click Save.

Tooltip edit window with text field, URL, switch “Enable tooltip for normal users” and colour selection

Languages

• A tooltip you enter in one language is visible in all languages.
• For a translation, switch invoiceR to the other language and edit the tooltip again.
• If you enter a translation key as the text, invoiceR shows the translated text of that key.

Configuration in the database

For a field in the accounting form to have a tooltip, it needs a unique value in the TooltipIdentifier column in conf.AccountingFields. It is set for the standard fields. For customer-specific fields you have to enter it yourself.

The tooltips themselves are stored in the conf.Tooltip table (text, URL, language, icon and colour). You can also change a tooltip’s icon there, for example.