How to provide instructions or guidance to your End Users with two methods
You can provide your end users instructions or guidance on a how to fill out a form in a Step in two ways:
- Rich Text Sections (visible on all Records on that Step in your Workflow)
Default Text in Text Area Fields (only visible on any newly created Records)
Method 1: Rich Text Sections
Aside from using allowing end users to format text and add images in Text Area Fields, Rich Text can also be used to provide instructions to end users on how to fill out forms or perform tasks through Rich Text Sections.
To add a Rich Text Section in a Step, navigate to the Step Builder and click Add Form Section. Click </> Add Rich Text Section located at the bottom right of the new Section.
When viewed by an end user, a Rich Text Section looks like this:
Please note that for most use cases, using a Rich Text Section is the best option as it will be automatically applied to all Records.
Method 2: Default value in Text Area Fields
Guidance or instructions can be provided to end users by entering a default value in Text Area Fields. To do this, first create a new Text Area Field from the Workflow Fields section in the Step Builder. Fill out the Name and Label for the Field (the example below has Guidance as the name and label).
Navigate to the Default tab. Enter appropriate text as the default value under the "Preview" section and click Save Field.
Add your newly created Field to the relevant Subsection. Make sure to toggle the Field to Read-Only.
When viewed by an end user, a Text Area Field with a default value will look like this:
Note: The Text Area Field will not display Default Value text on existing Records. Only new Records will display the text.