Setting Help Text Messages for Form Fields

Last Updated: 12/04/2015 Introduced in Verision: 2.0

Help Text messages provide additional instructions for using a form control. They appear when the user’s cursor hovers over the form control.

To set a help text message for a form control, go to the Properties panel. Under the Help section, select the Pick Help Message Key checkbox and in the Help Message Key drop-down list, select the message to be used.

Example

Our example help text will display messages for an example form. Our example assumes that our example form, Interaction Form, has already been created. It also assumes that two help messages have been created: Enter Your Name which reads “Enter Your Name” and Finish which reads “Thanks”.

Thanks

 

 

Begin in the portal by navigating to our Designer Project folder, selecting the Interaction Form thumbnail and clicking the Edit link.

EditForm

 

 
In the Form Designer, we’ll begin by placing a Text Box component in the workspace. It can be found in the Toolbox panel, under the Data category.
dragTextBox
 
 

Configure this text box in the Properties panel. Under the Data section, fill in Data Name with “Data” and select the Output Only checkbox. Under the Help section, we will select the Pick Help Message Key checkbox and, in the Help Message Key dropdown, select Enter Your Name.

editHelpTxt

 
Next, place a Button component in the workspace. It can be found in the Toolbox panel, under the Actions category.
dragButton
 

In the Properties panel, under Data, select the Pick Help Message Key checkbox. In the Help Message Key drop-down list, select Finish or Enter your own message by unchecking the checkbox for Pick Help Message Key.

renameButton

 

 

This completes our form save it and close the Form Designer.

Back in the portal, select the Interaction Form thumbnail, click the Action link, and select Preview Form.

previewForm

 

When we hover our cursor over the textbox, a tooltip message appears that reads “Enter Your Name”.

 

When we hover our cursor over the button, a tooltip message appears that reads “Thanks”.

result

 

Additional Resources