Adding field-level help

Field-level help displays tooltips for fields when you hover on them. The tooltip for the field is displayed on all screens in Edit mode where the field is displayed. This includes search screens where the field is present. The tooltip cannot be accessed from touch-screen devices.

  1. Identify the field name where you want field-level help to be displayed. For example, pers_suffix.
  2. Click <My Profile> | Administration | Customization | Translations.
  3. Click New.
  4. Add the new translation. The caption code must match the column name. For example, with pers_suffix, the caption family must be set to ColHelpText, and the caption family type to Tags.
  5. Type the text for the field tooltip in the language translation fields.
  6. Click Save. A question mark icon is displayed beside the field. Hover over the question mark icon to view the help text.