Copado Smart Tips - Commit Metadata Assistant
Updated 1 month ago
by
Copado Solutions
Copado displays smart tips on the Commit Changes page to show simple warnings and reminders. These tips can be managed by any Copado user with access to Custom Metadata Types.
How to Enable Copado Tips
Copado tips can be enabled at user level. To do this, follow the steps below:
- Navigate to the record of the User for which you want to enable this feature.
- Select the checkbox Show Copado Tips:
- To disable it, just deselect the checkbox.
How to Create a New Tip
- Go to Setup -> Custom Metadata Types -> Copado Smart Help.
- Click on Manage Records and then click on New:
- Populate all the relevant fields and click on Save:
- If Triggering Action has Copado Metadata Grid selection selected, depending on the Triggering Value Copado will display the tip. For instance, if you have created the tip for Copado metadata grid selection and custom field, the tip will pop up when you select a custom field from the grid:
How to Edit Existing Tips
Copado provides some general out-of-the-box tips for the Commit Changes page that you can update if desired. To do this, follow the steps below:
- Go to Setup -> Custom Metadata Types -> Copado Smart Help.
- Click on Manage Records and then find the tip that you want to change.
- Click on Edit:
- After making the changes, click on Save.
How to Reference Copado Tips in a Custom Visualforce Page Outside of Copado
Copado tips are managed by a global visualforce component, so it is pretty easy to reference them outside of Copado's managed package.
Copy and paste the following code line into your visualforce page right after your Apex form and save i:.
<copado:CopadoSmartHelpComponent />
