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            Add or Modify Tooltips for Column Headers in Summary Tab or Location and Subscriber Tables (Managed Package)

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            Add or Modify Tooltips for Column Headers in Summary Tab or Location and Subscriber Tables (Managed Package)

            Enable tooltips for column headers in Enterprise Sales Management quote Summary tab or Location and Subscriber tables. When you add custom text to specific column definitions in an integration procedure, a help icon appears, providing users with contextual information on hover. For Location and Subscriber tables, the specific configuration step within the integration procedure varies between Classic and Guided journeys.

            Required Editions

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To configure Location and Subscriber tables: Communications Cloud Admin
            1. From Setup, in the Quick Find box, enter Integration Procedures, and then select Integration Procedures.
            2. Open the active version of the integration procedure that controls the table view.
              • ESM_CustomViewSetup (typically for quote-related tables)
              • ESM_CustomViewSetupForOrder (typically for order-related tables)
            3. Go to the specific step within the integration procedure that defines the columns for your target table.
              • For the Quote Summary table: Go to the ReadOnlyFields step.
              • For Location and Subscriber tables (in Classic journey): Go to the CustomQMFieldMapper step.
              • For Location and Subscriber tables (in Guided journey): Go to the GuidedCustomQMFieldMapper step.
            4. In the JSON configuration of the selected step, locate the JSON object for the column where you want to add the tooltip.
            5. Add or modify the info key within that column's JSON object. Set its value to the tooltip text.

              Here's an example for the Quantity field on the ReadOnlyFields step. 

              
      "Quantity": {
      "align": "center",
      "isEditable": false,
      "isSearchable": false,
      "isVisible": true,
      "label": "Quantity",
      "type": "Number",
      "info": "This column holds the quantity of the Product in the quote/order" // Tooltip text
      }

              Here's an example for the City field (for example, in CustomQMFieldMapper or GuidedCustomQMFieldMapper). 

              
      {
      "label": "City",
      "name": "vlocity_hran__City__c",
      "topic": [
      "Serviceability",
      "Address Validation"
      ],
      "info": "This column holds the city for which the quote/enterprise order is being made." // Tooltip text
      }
            6. Save and activate the integration procedure.
             
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