Apply tooltips to fields in Business Process Flow

(1) Share

Report

Posted on by Community Member

Hello

Our users will predominantly only use the Business Process Flow we've setup to work through our sales process; so we'd ideally like the field tooltips from our forms to pull through to the flow at the top too. Or is there a way to insert tooltips into the Business Process Flow fields separately? At present, the fields at the top do currently display a tool-tip when a user hovers over them - but this is just the name of the field (presumably so the user can see the full name if the field label is too long to display - but this isn't a problem for us).

Thanks

Emily

*This post is locked for comments

I have the same question (0)

All responses (14)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

Hi,

I think it is not possible as of now.

Mansoor

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (0)

Report

Hi,

CRM field display description as tool tip on entity form fields, but unfortunately this is not the same for business process fields. So there is no supported way of doing this.

Thanks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thanks both. I assumed this would be the case as I couldn't see a solution anywhere I looked. It's a real shame as tooltips in the process flow would be incredibly useful to us.

Was this reply helpful? Yes No
Maik Seyring 26 on at

Like (0)

Report

Same problem here for us. We just switched to Dynamics CRM and our users need guidance. Is there a feature request section somewhere?

What about borrowing the tool tips from the form fields with JavaScript?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report

Hi Emily,

I completely agree with the need for this and feel your pain! It just makes SOOOO much sense to have the explanation for the procedure right in the Business Process Flow so that people don't need to ask more experienced sales people why they are doing something.

Here is one solution to this but it's obviously not supported by Microsoft as it uses custom JavaScript code.

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2016/11/03/dynamics-crm-business-process-flow-tooltips

The only issue with that article is that I don't personally know how to add custom code to the system/forms. Maybe the following could help with that?

https://community.dynamics.com/crm/f/117/t/152985

I haven't tried any of this yet. Will do and report back!!

Thanks
Sean

Was this reply helpful? Yes No
Suggested answer

Ty8080 156 on at

Like (0)

Report

The method provided Magnetism works but their screenshot is terrible. You can use the below if this is more helpful:

function setBPFTooltips () {
var toolTips = [
{"field":"currentsituation","text":"Current Situation ToolTip"},
];

// sets labels for BPF fields

for (var i in toolTips){
Xrm.Page.getAttribute(toolTips[i].field).controls.forEach(function (a, b) { a.setLabel(toolTips[i].text) });

}
}

Was this reply helpful? Yes No
mattw112 75 on at

Like (0)

Report

I tried this today but instead of changing the tooltips it changed the label? I'm not sure why.

Was this reply helpful? Yes No
Suggested answer

Ashutosh Pandey 40 on at

Like (0)

Report

You can create one JavaScript function and write hover functionality to it and display whatever you want to display in tooltip. I have done that with fields.

Was this reply helpful? Yes No
mattw112 75 on at

Like (0)

Report

So you have done the code above and tried to get tooltips working in a BPW?

Was this reply helpful? Yes No
Euclides Pelisco Jr 133 on at

Like (0)

Report

Have tried the code also. Tooltip is not accomplished instead, it changed the label name. Did anyone fulfilled it using the suggested code?

Was this reply helpful? Yes No