You can add hints, help tooltips, and placeholders to form fields. This functionality allows you to make forms more helpful and informative.
The following table lists and describes the available help elements.
Element | Description |
---|---|
Hint | Appears when you point a cursor to the field title. |
Placeholder | Semi-transparent text presented in an input field before you start typing. |
Help | Appears when you click the tooltip near the field title. |
General information
- You can add help elements of any type from scratch. To do so, navigate to System Settings → Field Tips and fill in the fields as shown below.
- You can add help elements of more than one type to one field. For example, you can add a help tooltip and a placeholder to a field.
Field Tips form fields
Field | Mandatory | Description |
---|---|---|
Table | N | If you need to override a help element inherited from the parent table, specify the table to define a different help element. The specified table has a higher priority. See the example in the Extension and Overriding section for more clarity. |
Column | Y | Specify the field to add a help element to. |
Hint | N | Specify the hint text. This hint will appear when you point a cursor to a field. This field is of the Translated Text type, so you can add a translation. See the Localization and Multi-Language Support article to learn more. |
Placeholder | N | Specify the placeholder text. It is displayed in the field before you start typing. This field is of the Translated Text type, so you can add a translation. See the Localization and Multi-Language Support article to learn more. Keep in mind that you can use placeholders for text input fields, including multi-line fields, Date/Time fields, and numeric fields. BUT you cannot use them with the fields of type Color, Reference, and Choice, unless the choice type is Dropdown without --None-- (specify a default value).
|
Help | N | Specify the help tooltip text. It is displayed within the question icon near the field (see the screenshot above). This field is of the Translated Text type, so you can add a translation. See the Localization and Multi-Language Support article to learn more. |
Add a hint
Role required: admin.
To add a hint, complete the steps below:
- Open a form containing the field to which you need to add a hint.
- Right-click the field title and select Configure field.
- In the Related Lists area, select the Field Tips tab.
- Fill in the Hint field.
- Click Save or Save and exit to apply the changes.
Add a placeholder
To add a placeholder, complete the steps below:
- Open a form containing the field to which you want to add a placeholder.
- Right-click the field title and select Configure field.
- In the Related Lists area, select the Field Tips tab.
- Fill in the Placeholder field.
- Click Save or Save and exit to apply the changes.
You can add a placeholder only to the fields implemented as an input field (text input fields, numeric fields, and so on). It does not work on reference fields, choice lists, or date pickers. See the Column Types article to learn more about the column types.
Add a help tooltip
To add a help tooltip, complete the steps below:
- Open a form containing the field to which you want to add a help tooltip.
- Right-click the field title and select Configure field.
- In the Related Lists area, select the Field Tips tab.
- Fill in the Help field.
- Click Save or Save and exit to apply the changes.
Extension and overriding
Help elements can be extended from parent tables if they are extendable (the Is extendable attribute is enabled). Also, help elements inherited from parent tables can be easily overridden.
To extend help elements from parent tables, leave the Table field empty. Otherwise, the help elements will not be displayed on the forms of parent and child tables.
If you specify a child table in the Table field, the help elements will only appear on the specified form.
Overriding feature usage example
Create a help tooltip with any text for the State field of the Task table (fill in the Help field).
The Task table is parent for other tables like Incidents, Change Requests, so these tables will display the same help tooltip for the State field.
- Then, create a help tooltip with any text for the State field of the Incidents table, which is a child of the Task table.
- The result is that a newly created tooltip for the Incident replaces the tooltip extended from the Task table, and the tooltip created on the Task table remains unchanged.
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