Creating Validation SmartTips

Objective

After completing this lesson, you will be able to create validation SmartTips.

Validation SmartTips

SmartTips provide on-screen guidance that can be used to give users additional information about specific items on your page.

Recall that Validation SmartTips allow you to provide real-time feedback to your users before form submission. Because we introduced Validation SmartTips in Builder I, we will quickly review the examples below, and this time we will learn how to create Validation SmartTips using an exercise on Eddie's Depot. We will also highlight Placeholder SmartTips.

Validation Rules

Validation SmartTips verify that a user has added valid content into fields. They verify field inputs by checking against validation rules.

Validation rules allow you to set what is considered a valid input for a field. If the validation rule evaluates as false (incorrect input into a field) then the SmartTip will display your validation message.

Using the Rule Engine, you have the option to modify any of the preset rules by selecting Update rules to the right of the rules dropdown.

The figure shows the common preset validation rules that can be selected in the SmartTip Options Interaction tab.

The figure shows the common preset validation rules that can be selected in the SmartTip Options Interaction tab.

Validation SmartTip With Icon

For example, you can add a validation SmartTip with an icon on a phone number field that will display a red error icon and message if an incorrect entry is made and will show a green success icon once the mistake is corrected.

There is also the option to instead have the error message and icon disappear when the mistake is corrected without the Success Indication.

The figure shows the first example that shows a validation rule evaluating as false and displaying a validation message with an icon. The second example shows the rule evaluating as true and displaying the success icon.

The figure shows the first example that shows a validation rule evaluating as false and displaying a validation message with an icon. The second example shows the rule evaluating as true and displaying the success icon.

Validation SmartTip Without Icon

A validation SmartTip without an icon will display a red highlight around the field if the validation rule evaluates as false.

Here, once the phone number is corrected, the error message and highlight disappears.

You also have the option to enable a Success Indication that will display a green success highlight and/or a success message to the user.

In the figure, the top example shows a validation rule evaluating as false and displaying a validation message and highlight. The bottom example shows the rule evaluating as true and no longer displaying the validation message.

In the figure, the top example shows a validation rule evaluating as false and displaying a validation message and highlight. The bottom example shows the rule evaluating as true and no longer displaying the validation message.

Note

Validation rules are only evaluated when the user enters content into the field and then focuses (clicks or tabs) out of the field.

Placeholder text is an additional hint, description, or example of the information required for a particular field.

Placeholder SmartTips

Placeholder SmartTips are an additional type of Guidance SmartTip and appear as text within an input field.

These appear as "suggestions" for the user and disappear once the user begins typing into the field. They replace any existing placeholder text already present on a field.

Watch the video to know more. Note that the video doesn't support audio.

In the video, the example for the Placeholder text is being entered.

Creating a Placeholder SmartTip

These can only be created if the Guidance SmartTip's selected element is an input field. It's not available if Validation or Both is selected in the capture screen settings.

When creating the SmartTip, type in the Placeholder text in the relevant field. Then, select the "Placeholder text only" option under "How to display the SmartTip?" There is not an icon option for this type of tip.

The figure shows the steps to create a Placeholder SmartTip.

The figure shows the steps to create a Placeholder SmartTip.

How to Create a Validation SmartTips

How to Create a Validation SmartTip

Scenario

The Eddie's Depot team wants to add a Validation SmartTip to the email field on the Contact Us page to alert the user if they have entered an invalid email.

To navigate to the Contact Us page, click Contact in the header of the home page.

Watch the video to know more. Note that the video doesn't support audio.

Step1: Create a SmartTip Set

Click the blue plus icon in the bottom right corner of the Editor to create a SmartTip Set.

We'll name it Email Validation.

Click Continue.

The figure shows the step to create a new SmartTips Set.

The figure shows the step to create a new SmartTips Set.
Step 2: Display Rules

Next, we'll set Display Rules for our SmartTip Set. The URL for the Contact Us page is: eddiesdepot.com/contact

Make sure Display Set only on a specific page is checked and click Create rule to identify page.

Then add the rule Current URL>Contains>/contact.

Click Save.

The figure shows the step to set Display Rules for our SmartTip Set.

The figure shows the step to set Display Rules for our SmartTip Set.
Step 3: Create SmartTip & Select Element

Click the plus icon in the top right and select the Email field on the Sign Contact Us page.

The figure shows the step to Create SmartTip & Select Element.

The figure shows the step to Create SmartTip & Select Element.
Step 4: Add SmartTip Details

Choose Validation and With icon.

Click Done.

The figure shows the step to Add SmartTip Details.

The figure shows the step to Add SmartTip Details.
Step 5: Interaction Tab

In the Interaction tab, select Email address format validation from the Validation Rules dropdown.

Then check the Success Indication box.

Click Done.

The figure shows the step to Interaction Tab.

The figure shows the step to Interaction Tab.
Step 6: Play the SmartTip

To test out the SmartTip, play it, first, try out an invalid address. Then try a valid email address, checking to make sure that each time you get the appropriate validation icon.

Watch the video to know more. Note that the video doesn't support audio.

Summary

Congrats! You've just created a Validation SmartTip for the email field on the Contact Us page.

Now you have the tools to add validation to any of the fields on your site to prevent user error.

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