View Help <\/strong>buttons open up a pop-up that contains relevant information<\/em><\/figcaption><\/figure>\n<\/div>\n\n\nThe contents of the pop-up are fully customizable.<\/p>\n\n\n\n
In short, View Help<\/strong> buttons are an easy way to provide users with helpful information about fields, expected inputs, or other clarifying text notes.<\/p>\n\n\n\nNext, let us explain how to add in-field help to a form.<\/p>\n\n\n\n
Adding Help to a Form Field<\/h2>\n\n\n\n To add help texts to your form, follow these steps:<\/p>\n\n\n\n
Prerequisites:<\/strong>1. In Five, go to Visual > Forms<\/strong>, and select the form you would like to add in-field help to from the list.Pages<\/strong> and select the page with your form. By default, your form’s first page is always the General <\/strong>page, as shown here:<\/p>\n\n\n\n3. Select the General <\/strong>page (or any other page that is a Page Type Form)<\/strong>. Fields<\/strong> to see an overview of all fields inside your form.6. Help texts can be provided by clicking on the Help Text<\/strong> field right at the bottom of your field definition. When clicked a text editor opens up, and you can type in the help text that your application users are supposed to see.<\/p>\n\n\n\nHere is an example of the text shown for the Price Per Ft2<\/sup><\/strong> field:<\/p>\n\n\n\n
Help texts are written in a simple text editor<\/em><\/figcaption><\/figure>\n<\/div>\n\n\n7. When you are done writing your help text, make sure to hit the Save<\/strong> button.<\/p>\n\n\n\nNote:<\/strong> Help texts can also be written in HTML by clicking on the code editor.<\/p>\n\n\n\nIn-Form Help in Five<\/h2>\n\n\n\n Once you have created your help text, the field will behave as the Price Per Ft2<\/sup><\/strong> field shown above. When hovered, the View Help<\/strong> button will appear to the right of the field, and once clicked, the text you provided will be shown in a pop-up box that can be closed by the user.<\/p>\n\n\n\nIn-Form Help: Practical Tips<\/h2>\n\n\n\n When designing a form, in-form help is a very handy tool. You can provide users with useful advice or clarifications right when and where they need it instead of providing external documentation, for example. Generally, in-app help is preferable as it makes for a better user experience than external documentation.<\/p>\n\n\n\n
Bear in mind, however, that in-app help is best kept short. These pop-up boxes are not intended for your entire <\/em>documentation and should not contain more than a few lines of text. They are simply small pieces of text explaining what is required or why a user might be getting an error message when filling in a field.<\/p>\n\n\n\nTo avoid or reduce the need for in-app help, it is best practice to give users well-defined and easy-to-use Display Types<\/strong>. We will explore these in the next part of our Advanced Forms <\/em><\/strong>series.<\/p>\n\n\n\nFinding Help<\/h2>\n\n\n\n Have more questions? Join our user community<\/a> to connect with others and get answers.<\/p>\n\n\n\n