Configure help popups for layouts
Implement buyside help popups in ServiceNow CPQ.
Help popups give the user more information about a field in a layout. They resemble the tooltip message display type, but differ in the following ways:
- Tool tips appear only when the condition of a message rule is met, whereas help popups are always present on the layout
- Tool tips display only plain text, whereas help popups can include hyperlinks, lists, italics, bold text, newlines, images, and dynamic text
- Tool tips appear on hover, whereas help popup icons must be clicked to display messages
Note: To learn how to display a message that appears as the result of a message rule, see Change how messages are displayed to the end user.
Popup appearance
The image below shows a popup message that appears when the user clicks its help icon. To illustrate dynamic text in a help popup, the second image shows additional text that appears as the result of a selected picklist option.
[Omitted image "cpq-help-message-popups-1.png"] Alt text: Help message popup
[Omitted image "cpq-help-message-popups-2.png"] Alt text: Help message popup showing dynamic text
To implement a message popup, add a column header called "help" in cell K1 of your CSV layout.
For a tier, columnset, or field, the format for a help popup is as follows:
{"content":"<help body>","heading":"<help heading>","trigger":{"type":"icon","url":"<image.url>”,“label”: “<Label>”}}To assign the popup a button instead of an icon, use "type":"button". The button resembles the following: [Omitted image "cpq-help-message-popup-button.png"] Alt text: Keyboard icon
If you don't specify an image URL, a question mark will appear: [Omitted image "cpq-help-message-popup-default-icon.png"] Alt text: Question mark icon
If you don't specify a label, the default value is "Help."
Formatting the popup contents
The following table shows how to control the formatting of the content of a message popup.
|
Formatting option |
Syntax |
Output |
Notes |
|---|---|---|---|
|
Bold |
Bold text |
[text display in bold] |
Can use underscores instead of asterisks |
|
Italic |
|
[text displays in italics] |
Can use underscore instead of asterisk |
|
Unordered list |
|
|
|
|
Ordered list |
|
|
|
|
Newline |
Text |
first line second line |
|
|
Link |
|
[link display text appears as a clickable link] |
Javascript will be sanitized |
|
Image (GIF) |
|
|
Quotes around the title text must be escaped |
|
Dynamic text |
|
|
Outputs the value of the selected field in the text |
---
title: Configure help popups for layouts
description: Implement buyside help popups in ServiceNow CPQ.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/cpq-help-message-popups.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [ServiceNow CPQ Configurator, Configure, price, quote apps, Configure, Sales Customer Relationship Management]
---
# Configure help popups for layouts
Implement buyside help popups in ServiceNow CPQ.
Help popups give the user more information about a field in a layout. They resemble the **tooltip** message display type, but differ in the following ways:
- Tool tips appear only when the condition of a message rule is met, whereas help popups are always present on the layout
- Tool tips display only plain text, whereas help popups can include hyperlinks, lists, italics, bold text, newlines, images, and dynamic text
- Tool tips appear on hover, whereas help popup icons must be clicked to display messages
**Note:** To learn how to display a message that appears as the result of a message rule, see [Change how messages are displayed to the end user](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/can_i_change_how_messages_are_displayed_to_the_end_user.md).
## Popup appearance
The image below shows a popup message that appears when the user clicks its help icon. To illustrate dynamic text in a help popup, the second image shows additional text that appears as the result of a selected picklist option.
\[Omitted image "cpq-help-message-popups-1.png"\] Alt text: Help message popup
\[Omitted image "cpq-help-message-popups-2.png"\] Alt text: Help message popup showing dynamic text
To implement a message popup, add a column header called "help" in cell K1 of your CSV layout.
For a tier, columnset, or field, the format for a help popup is as follows:
```
{"content":"<help body>","heading":"<help heading>","trigger":{"type":"icon","url":"<image.url>”,“label”: “<Label>”}}
```
To assign the popup a button instead of an icon, use "type":"button". The button resembles the following: \[Omitted image "cpq-help-message-popup-button.png"\] Alt text: Keyboard icon
If you don't specify an image URL, a question mark will appear: \[Omitted image "cpq-help-message-popup-default-icon.png"\] Alt text: Question mark icon
If you don't specify a label, the default value is "Help."
## Formatting the popup contents
The following table shows how to control the formatting of the content of a message popup.
<table id="table_ozc_4by_g3c"><thead><tr><th>
Formatting option
</th><th>
Syntax
</th><th>
Output
</th><th>
Notes
</th></tr></thead><tbody><tr><td>
Bold
</td><td>
Bold text
</td><td>
\[text display in bold\]
</td><td>
Can use underscores instead of asterisks
</td></tr><tr><td>
Italic
</td><td>
`Italic text`
</td><td>
\[text displays in italics\]
</td><td>
Can use underscore instead of asterisk
</td></tr><tr><td>
Unordered list
</td><td>
`Item\r- Item\r- Item`
</td><td>
- Item
- Item
- Item
</td><td>
</td></tr><tr><td>
Ordered list
</td><td>
`1.Item\r2. Item\r3. Item`
</td><td>
1. Item
2. Item
3. Item
</td><td>
</td></tr><tr><td>
Newline
</td><td>
```
first line\nsecond line
```
</td><td>
first line
second line
</td><td>
</td></tr><tr><td>
Link
</td><td>
`[link display text](https://www.google.com)`
</td><td>
\[link display text appears as a clickable link\]
</td><td>
Javascript will be sanitized
</td></tr><tr><td>
Image \(GIF\)
</td><td>
``
</td><td>
</td><td>
Quotes around the title text must be escaped
</td></tr><tr><td>
Dynamic text
</td><td>
`{{ fieldVariableName }}`
</td><td>
</td><td>
Outputs the value of the selected field in the text
</td></tr></tbody>
</table>| title | Configure help popups for layouts |
| description | Implement buyside help popups in ServiceNow CPQ. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/order-management/cpq-help-message-popups.html |
| release | australia |
| topic_type | concept |
| last_updated | 2026-03-12 |
| reading_time_minutes | 1 |
| breadcrumb | ServiceNow CPQ ConfiguratorConfigurepricequote appsConfigureSales Customer Relationship Management |