Inline Help Setup

Introduction

The Inline Help feature displays help text for fields.

Use the Inline Help feature to provide guidance for users when they complete fields.

Add inline help for fields on FX Forms so that users know how to complete forms correctly.

To set up inline help, you need the following permissions:

Inline help displays hidden by default in FieldFX Back Office.

Move the mouse over the ? icon to display inline help for that field.

Example 1. When to select an 'Adequate Lighting' checkbox on an FX Form

Inline help displays above a field in FieldFX Mobile.

Example 2. When to select an 'Adequate Lighting' checkbox on an FX Form

Access FieldFX Back Office.
Switch to Salesforce Classic.
From Setup, enter custom setting in the Quick Find box, then select Custom Settings.
Click FX Settings.
Under Custom Fields, click New.
Complete the following:
1. Select the Text data type.
2. Click Next.
3. In Field Label, enter Force Inline Help.
4. In Length, enter 255.
5. Click Next.
6. Click Save.
Click Manage at the top of the page.
Click Edit.

In Force Inline Help, enter the API names of objects for which to display inline help in FieldFX Mobile.

Use commas to separate the values.

Enter FX5__Job__c, FX5__Ticket__c to display inline help for job and ticket fields.
Enter JSA__c to display inline help for fields on the "JSA" FX Form.