Defining Playlist settings

Theme tab

From the Step Editor, access the Guide Settings, then click the Theme tab. Below are some of the key features:

General tab

From the Step Editor, access the Guide Settings, then click the General tab. Below are some of the key features:

For Playlists, by default the option to Include within Context Help will be enabled. This can be enhanced by using URL and Element matching for scenarios when you only want the Playlist available on specific areas of the application.

Rules tab

From the Step Editor, access the Guide Settings, then click the Rules tab.

Within Guide Rules are 2 sections, Profile and Visitor. This enables the configuration of guides depending on whether your Space has been configured with Adopt 2.0 Profile integration or not (if so, choose the Profile rule set, otherwise select rules from the Visitor rules)

Note: API profile configuration is not covered within the “Getting Started” modules.

Below are the key features:

Context Help Rules

Within every Playlist rule you b set the Context Help display behaviour for users who do not evaluate as TRUE. We advise for Playlists rules that Administrators should set the Context Help option to Invisible. This would achieve the following behaviour:

Invisible - If you choose invisible for Context Help and the rule is NOT evaluated as TRUE, then the Playlist will be hidden within the panel. If the rule is evaluated as TRUE, then the Playlist will be displayed in the guides section of Context Help.

Example: In the rule above, the Playlist would only be available within Context Help Panel to users who have not seen the Playlist previously. After viewing the Playlist once, it will no longer be available to those users.

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