UX-2323 Update existing UI Guidelines: Context help

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marianna.kononenko 2025-02-04 14:38:14 +01:00
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@ -4,101 +4,143 @@
<link-summary>Choosing a proper component for context help.</link-summary> <link-summary>Choosing a proper component for context help.</link-summary>
Use context help to briefly explain how a functionality works if it is not clear from the UI and the application behavior. Provide a full description of the functionality in [product web help](https://www.jetbrains.com/help/idea/). Use context help to briefly explain how a functionality works if it is not clear from the UI or the application behavior. A full description of the functionality should be provided in [product web help](https://www.jetbrains.com/help/idea/).
There are three ways to show context help: Context help can be shown as an [inline help text](inline_help_text.md), in a [help tooltip](tooltip.md), and in an [empty state](empty_state.md).
* in a [help tooltip](tooltip.md) ## Inline help text
* as [inline help text](inline_help_text.md)
* in an [empty state](empty_state.md)
This article explains when to use the first two. For when to use the empty state, see the [](empty_state.md) topic. <img src="context_help_inline_text.png" alt="Context help in an inline text" width="706"/>
## Inline text or a tooltip Use an [inline help text](inline_help_text.md) in settings dialogs that are not constrained by space and are not frequently used. Since settings are rarely changed, users may forget their purpose, so displaying the information immediately makes sense.
Use **inline help text** in settings dialogs: ## Tooltip
* Settings are rarely changed. Users may forget what a setting does when they use it the next time, so it makes sense to provide additional information straight away. <img src="context_help_tooltip.png" alt="Context help in a tooltip" width="706"/>
* Settings dialogs are usually not constrained in space. In most cases, it is possible to fit in a help text.
![](09_use_inline_help_text.png){width=600} Use a [tooltip](tooltip.md):
- If the space is not enough for showing the inline help text.
- In frequently used dialogs, tool windows, or popups. The more often a person uses an interface, the more likely they are to remember what each option does.
- For icons or other controls that do not have a label.
Use a **help tooltip** if: ## Empty state
* A dialog is often used. The more often a person uses an interface, the more likely they are to remember what each option does. <img src="empty_state_structure.png" alt="Empty state of a tool window" width="706"/>
![](10_use_help_tooltip.png){width=573 style=block} Fill in [empty states](empty_state.md) of tool windows, tables, trees, and other containers with:
*A refactoring dialog is used more often than a settings dialog. A help tooltip is less distracting than an inline help text.* - a reason why the data is missing
- an action that can fix it
- a link to a corresponding article in the web help.
* There is no space for an inline text. ## When to use
![](11_no_space_in_settings.png){width=734} Below you will find rules for [tooltips](tooltip.md) and [inline texts](inline_help_text.md).
<table style="none" border="false" column-width="fixed">
* The control that needs explanation is an icon or does not have a label. <tr>
<td width="378">
![](03_action_help_tooltip.png){width=305} <img src="context_help_explain.png" alt="Explain a setting"/>
</td>
## When to use context help <td>
<p>Explain complex behavior that a short action or a setting name cannot convey clearly.</p>
Explain complex behavior that a short action or a setting name cannot convey clearly. </td>
</tr>
![](04_question_icon_tooltip.png){width=543} <tr>
<td width="378">
![](02_text_size.png){width=380} <img src="context_help_input_format.png" alt="Input format requirements"/>
</td>
Explain IDE-specific entities. <td>
<p>Provide input format requirements and examples.</p>
![](01_IDE_specific.png){width=300} </td>
</tr>
Provide input format requirements and examples. <tr>
<td width="378">
![](02_formatting_example.png){width=478} <img src="context_help_alternatives.png" alt="Suggest alternative ways"/>
</td>
Suggest alternative ways. <td>
<p>Suggest alternative ways.</p>
![](03_alternative_ways.png){width=418} </td>
</tr>
Warn about possible problems. <tr>
<td width="378">
![](04_possible_problems.png){width=361} <img src="context_help_input_warning.png" alt="Warn about possible issues"/>
</td>
Explain limitations. <td>
<p>Warn about possible issues.</p>
![](05_limitations.png){width=432} </td>
</tr>
Provide quick navigation to related settings. <tr>
<td width="378">
![](04_link_internal.png){width=345} <img src="context_help_limitation.png" alt="Explain limitations"/>
</td>
<td>
<p>Explain limitations.</p>
</td>
</tr>
<tr>
<td width="378">
<img src="context_help_navigation.png" alt="Provide quick navigation to related settings"/>
</td>
<td>
<p>Provide quick navigation to related settings.</p>
</td>
</tr>
<tr>
<td width="378">
<img src="context_help_terms.png" alt="Explain IDE-specific entities"/>
</td>
<td>
<p>Explain IDE-specific entities.</p>
</td>
</tr>
</table>
## When not to use ## When not to use
Do not use context help to explain how the user interface works. If you need to explain that, consider redesigning the UI. Do not use context help to explain how the user interface works. If you need to explain that, consider redesigning the UI.
<format color="Red" style="bold">Incorrect</format> <table style="none" border="false" column-width="fixed">
<tr>
![](06_explain_how_ui_works.png){width=418} <td width="378">
<format color="369650" style="bold">Correct</format>
<img src="context_help_explain_ui_correct.png" alt="Don't explain how UI elements should work"/>
</td>
<td width="378">
<format color="E55765" style="bold">Incorrect</format>
<img src="context_help_explain_ui_incorrect.png" alt="Incorrect UI requires additional explanation"/>
</td>
</tr>
</table>
Do not explain common actions and entities. Show a regular tooltip with an action name and shortcut in this case. Do not explain common actions and entities. Show a regular tooltip with an action name and shortcut in this case.
<table style="none" border="false" column-width="fixed">
<table>
<tr> <tr>
<td width="50%"><format color="Red" style="bold">Incorrect</format></td> <td width="378">
<td width="50%"><format color="Green" style="bold">Correct</format></td> <format color="369650" style="bold">Correct</format>
</tr> <img src="context_help_explain_simple_correct.png" alt="Don't explain common actions"/>
<tr> </td>
<td><img src="07_explain_obvious_incorrect.png" alt="" width="300" /></td> <td width="378">
<td><img src="07_explain_obvious_correct.png" alt="" width="145" /></td> <format color="E55765" style="bold">Incorrect</format>
<img src="context_help_explain_simple_incorrect.png" alt="Common actions are explained in the tooltip"/>
</td>
</tr> </tr>
</table> </table>
Do not explain each option. Too many help icons or too much inline text make a dialog cluttered and harder to navigate visually. Do not explain each option. Too many help icons or too much inline text make a dialog cluttered and harder to navigate visually.
If all options need to be explained, consider rewriting the labels to make them clearer. If all options need to be explained, consider rewriting the labels to make them clearer.
<format color="Red" style="bold">Incorrect</format> <table style="none" border="false" column-width="fixed">
<tr>
![](08_explain_all_options.png){width=317} <td width="378">
<format color="369650" style="bold">Correct</format>
<img src="context_help_explain_too_many_correct.png" alt="Don't explain every option"/>
</td>
<td width="378">
<format color="E55765" style="bold">Incorrect</format>
<img src="context_help_explain_too_many_incorrect.png" alt="Every option has its tooltip"/>
</td>
</tr>
</table>
## How to use ## How to use
See [Inline help text](inline_help_text.md) and [Tooltip](tooltip.md). See [Inline help text](inline_help_text.md), [Tooltip](tooltip.md), and [](empty_state.md).