How to add a help text for an attribute in Opportunities App?

Updated on October 6, 2022 06:22AM by Admin

Help texts assist you in explaining how to use the fields accessible on the create/overview page. This will make it easier for staff to fill out the data while capturing it. This feature is available in all apps, allowing you to personalize and fill up the records easily.

Here, I would like to add the help text for one of the fields in the Opportunities app.

Steps to configure Help Text:

  • Log in and access the Opportunities App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings from the App header.
Opportunities - Settings
  • On the settings page, go to Customize app → Master Layout. The Master Layout page comes into view.
Opportunities - ML
  • You can select any standard or custom attribute in the Master Layout. Here, I have selected the Probability(%) attribute (field).
  • Click on it to view the Inspector tab of the Probability(%) field.
Opportunities - ML Ins Tab
  • In the Inspector tab, scroll down to the Help Properties section. By default, the toggle is disabled.
Opportunities - Help Properties
  • Enable the toggle and add the help text in the Help Message area. Once the changes are made, select Save.
Opportunities - Save ML
  • Consider creating a new customer or opening an existing customer. Near to Probability(%) attribute, you can see the help text icon.
Opportunities - Help Text Icon
  • On hovering over it, the help text will come into view.
Opportunities - HT Final SS