Accessing widget through a menu

Instead of the Pendo widget being invoked by clicking the icon on the bottom right corner of the screen, I would like that point of access to instead be within a menu. Meaning the user would click the menu option, click Pendo, and that then invokes the full widget. The intent is to not having anything floating on the screen.

Are there any resources on how that can be achieved/is it possible?

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Comments

3 comments
  • I believe you can change activation to Target Element for this to work, we did this in one of our products so that the RC opens upon click of an element in the navigation bar.

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  • Thanks Liz! 

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  • Hi Hiba, 

    Don't know if the information from Liz was sufficient. We have been struggling with a similar challenge and we finally found a work around. I still see a few challenges but I'll list them below.

    Our ask: We want to open the resource center when a user clicks a popup menu item. We store all our help resources under one icon button in the header. We cannot currently move all our help menu items into the Pendo resource center, so anchoring to the help icon is not feasible.

    Challenges:

    • Resource Center must be anchored to an element that is visible on screen
    • Resource Center will append a counter badge to said visible element if a badge is applicable
    • Resource Center will open outside of the current viewport when activated via the API if it does not have an anchor element.

    Our solution

    1. Create a 1x1px div absolute positioned on the screen relative to where we want the guides to pop up. Div must be visible, 0 height or width won't work. You can hide it behind other page content using z-index. The div can be transparent. The div can be positioned at -1px but that positions the resource center at the edge of the screen.
    2. Make sure the div is easily targeted e.g. give it an id.
    3. Assign the resource center to be triggered by the almost hidden div 
    4. Change the click even on your menu item to execute pendo.showGuideByName('Resource Center')
    5. Avoid creating guides that cause the counter to show.

    Still unknown: avoid the badge counter from showing.

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