Add help to a field label

Configure user experiences > Configure UIs and portals > Workspace UI > Setting up your legacy workspace > Setting up Record View in legacy workspace >

Create field-level help in forms by placing help icons in individual fields and converting the field labels to links to external or internal URLs.

Role required: personalize_dictionary

You can link to any type of file, document, or wiki, and open it in a separate browser window. The following is an example of a form with field label help enabled.

Figure 1. Field label help enabled

Open the form. Right-click the label for the field and select Configure Label . Complete the form. Field Input value Hint Type text to use as a tooltip that appears when a user places the cursor on the field label. URL Enter the URL of the target file to open when the field label or icon is clicked. This can be a complete URL to a file outside the instance, or a relative URL to a target on the instance. Note: Links aren't supported in Workspace. URL target Not used. The help file opens in a new tab regardless of the URL target value.

Click Update .

Help appears when you select or hover over the field.

Parent Topic: Set up forms in legacy workspace