Creating Help Text Messages for Form Fields

Overview

Help Messages appear as a tooltip on Form Controls where the Help Message is set. A common example would be when a user hovers their cursor over a text box on a Form and a tooltip appears instructing the user what the specified box is for.

Example

This example will walk through creating a Help Message that will be applied to a Form Control in a simple Form.

1. In the Designer Studio, navigate to System > System Data > Help, then click the arrow next to Help and select Add Help Key.  
2. The Key is equivalent to the Name used to identify the Help Message when applying it later on. 
   1. For this example, enter Enter Your Name into the Key text box. 
3. Once the Help Key has been added, it will appear in the Help Entries list that is displayed. 
4. Selecting the message that was just created will show some details about the item in the panel below. 
5. Right-click this message and select the option to Set Help Text from the Action Menu. 
6. When the Help Text window appears, enter the desired message into this text box that will be shown in the tooltip on the applied Form Control.
7. Now that the message is created, it needs to be applied to a Form Control in a Form.
8. In a Designer Folder, select the option to Create Form from the bottom Action Bar. 
9. Select the Default template and enter a name for the Form, then click Create. 
10. Drag a Text Box into the Form from the Favorites section of the Form Controls panel on the right side.
11. When the Set Data Name box appears, enter Name: and press Shift + Enter to automatically add a Label above the Text Box. 
12. Drag a Button into the Form from the Favorites section of the Form Controls panel and name it Submit. Reference the Form to the screenshot below.
13. Click on the Text Box Form Control to select it, then locate the Help section of the Properties for this Form Control on the right side. 
14. Check the box to Pick Help Message Key, then select the created Enter Your Name Help Message from the dropdown list. 
15. Save and close the Form upon completion.
16. Now that the Help Message has been applied to a Form Control in a Form, the Form must be added to a Flow so that it can run. 
17. Back in the Designer Folder, select the option to Create Flow from the bottom Action Bar. Select the Default template and enter a name for the Flow, then click Create. 
18. Click the orange arrow that appears at the end of the Done path coming from the Start step. 
19. When the Flow Steps window appears, select the Show Form step and click Add. 
20. Select the Help Message Example Form that was created earlier, then select Pick. 
21. Connect the Submit path from the Show Form step to the End step. 
22. The Show Form step will show a validation warning since it pulls the input from the Form. 
23. The input for the Form can be optionally mapped to Ignore from the Properties panel, but it will function the same either way. 
24. Save and close the Flow once complete.
25. Back in the Designer Folder, right-click the Help Message Flow and select Run Flow from the Action Menu. 
26. When the Form appears, hover the cursor over the text box to show the configured Help Message tooltip.