Skip to main content
Question

How to create help text for success plan fields?

Hi Community!

Any suggestions on how to create help text for custom fields on a Success Plan?

Things I’ve tried:

  • Doesn’t look like I can create a non-editable, static rich text field with a default value. 
  • Field name limited to 45 chars
  • Description text for a field not shown anywhere, except when editing the custom field
  • Calc field (string or rich text field) has some strange behavior, but might work … it only displays about 50 chars of text, but then has bubble popup that shows much longer text.  Note:  this bubble popup is what I’m looking for if I can’t get a field with full text displayed.
  • Field name has a bubble popup, but only shows field name and not description

I can’t be the first person wanting this capability, so I’m either missing something or need some creative solutions to resolve … 

Thanks!

Mark

5 replies

ramya kodali
Badge +3

@mtwoodward  - Please correct me if I’m wrong, you want a field in the Success Plans Plan Info section that is Non-editable and contains a fixed(default) text right?

M
Badge

Hi Ramya

Yes, since there doesn’t appear to be a bubble help option on fields.  So I thought we’d just create a field with the help text, make it non-editable, and position it above a field on the page that allow a user to enter information using the help text as directions/guidance.

String fields can have a default, but only if used in a Data Load Mapping?

ramya kodali
Badge +3

@mtwoodward Are you creating the Success Plans automatically via rules?

M
Badge

Hi @ramya kodali 

Currently, we are not generating plans using rules.  If we were, is there a way to do what I asked?

Manual creation doesn’t appear to have a way to do this … at least not that I can figure out or find :-) 

 

Regards,

Mark

ramya kodali
Badge +3

Hi @mtwoodward 

Yes, we can do it using rules. Here’s a recording showing how we can add default text in Rich-text fields.

In case we are manually triggering, we can create a rule to update success plans with this default text. This rule can run frequently everyday and update success plans with default text.

Please let me know if you need any help with the rule.

Reply


Terms & ConditionsCookie settings