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.

See how it works

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:

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 :

if(Position == "Stylist Intern")
{
show plain;
input.plain = "No experience required";
}
else if(Position == "Junior Stylist")
{
show plain;
input.plain = "Experience required is 2 years";
}
else
{
show plain;
input.plain = "Experience required is 5 years";
}

See how it works

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