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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add help to a field label on a form

You can create field-level help in forms by placing help icons in individual fields and converting the field labels to links to external or internal URLs.

Before you begin

Role required: personalize_dictionary

About this task

You can link to any type of file, document, or wiki, and open it in a separate browser window. The following is an example of a form with field label help enabled.

Image omitted: FieldLabelHelp.png
Range field label help enabled

Procedure

  1. Open the form.

  2. Right-click the label for the field and select Configure Label.

  3. Complete the form.

FieldInput value
HintType text to use as a tooltip that appears when a user places the cursor on the field label.
URLEnter the URL of the target file to open when the field label or icon is clicked. This can be a complete URL to a file outside the instance, or a relative URL to a target on the instance. Note: Links aren't supported in Workspace.
URL targetNot used. The help file opens in a new tab regardless of the URL target value.
  1. Click Update.

Parent Topic:User interface configuration