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         

 
 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Appointment Management with Dynamic Drop Down

                                                                                        Requirement   Allow patients to book appointments with their doctors. Use Case   A clinic wants to digitize its booking system. There are multiple specialists and different dates/times for appointments. Each appointment lasts for 30 minutes. There ...
                                                                                      • Filter report using dynamic values from a function

                                                                                        Requirement When a user accesses a report, data is filtered based on the logged-in user's role so that only the required details are visible to the user. Use Case An employee management system has two forms, Department and Employees. The Department ...
                                                                                      • Prefill content in a form based on another form

                                                                                        Requirement When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form. Use Case An order management app contains two forms: one to store suppliers' details, and the other to store the ...
                                                                                      • Understand rich text field

                                                                                        Understand rich text field The  Rich Text  field enables your users to enter rich-text, i.e., text that's in the Rich Text Format (RTF). Character limits The rich text field can accept an input that takes up to 64 Kilobytes (KB) of space. Support for ...
                                                                                      • Provide a link in a form, through notes field

                                                                                        Requirement Open a link containing instructions required to fill a form. Use Case For any customer to use an application, registration is the first step. A registration form has some general instructions for filling the form. It would be best if they ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources