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Overview

While the purpose of many SmartSuite fields is self-explanatory, there are times when it would be useful to have help text to guide users in providing the correct information or selecting the right value.

Fields that support help text

Most SmartSuite field types support help text. Due to the way they are displayed, a small handful of "system" fields (the ones SmartSuite automatically creates and controls) do not support help text. They include:

  • Comment Count

  • First Created

  • Last Updated


Adding or modifying help text

To add help text to a field:

  1. Select the field dropdown for the field you want to add help text to

  2. Select Modify Field Settings option.

  3. Select the Help Text tab

  4. Enter up to 200 characters of help text

  5. Click Update Field to save your changes

You'll see the number of characters you have left below the lower-right corner of the help text entry area.

Now, when the field is in focus, the help text that you entered will be displayed directly beneath the field. See the Stoplight Status field below and the help text shown in gray...

To modify field help text, simply follow the same steps as adding help text, make your updates, and save your changes.

Viewing help text

To view a field's help text, simply open a record and hover over the "i" icon next to the field name.

Removing help text from a field

To remove field help text, simply to go Modify Fields Settings in the field dropdown, delete the help text, and update the field. You'll know you've deleted everything when the words Write Here are displayed.


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