Dynamic help text while filling a form

Dynamic help text while filling a form

Requirement  

Display tooltips for fields and dynamic help texts for picklist (radio or drop-down) choices.

Use Case  

The careers page on a salon website contains a form listing the current openings for stylists. A dynamic text displays the requirements based on a selected position.

Steps to follow  

1. Create a form with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Careers
Careers
Name
Name
Name
Multi Line
Experience
Experience
Phone
Phone
Phone
Radio
Position
Position
Add Notes
Notes
plain
 
The Position field contains the choices "Stylist Intern", "Junior Stylist", and "Senior Stylist".
 
2. Select the Experience field and click Description -- Show dropdown under Field Properties. Select Help Text.

3. Enter the following description in Description text.
 
4. Similarly, for the Position field, select Tooltip, and add the text displayed in the below image.
 
 
Now let's create a workflow to hide the Add Notes field initially.
 
5. Create a workflow with the following details.

We are selecting the Form Event as Load of the form so that the field is hidden when the form loads.
 
Click Add New Action and enter the following snippet in the Deluge editor:
  1. hide plain;
Now, let's create a workflow to show the Add Notes field with dynamic information when a position is selected.
 
6. Create a workflow with the following details:

We are selecting the Form Event as User input of a field so that the dynamic text appears when a choice is selected.
 
7. Click Add New Action and enter the following snippet in the Deluge editor :
  1. if(Position == "Stylist Intern")
  2. {
  3.  show plain;
  4.  input.plain = "<u>No experience required</u>";
  5. }
  6. else if(Position == "Junior Stylist")
  7. {
  8.  show plain;
  9.  input.plain = "<u>Experience required is 2 years</u>";
  10. }
  11. else
  12. {
  13.  show plain;
  14.  input.plain = "<u>Experience required is 5 years</u>";
  15. }

See how it works         

 
 


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