Adding HelpText to at Field

Help Text is used with fields. If you want to add more description to, say, a report, you'll need to add that description on the report when you are saving it.

Quick Access in Classic

On a record page, click the QuickAccess Arrow on the left side of the page

Click View Fields

Find the field you want to add a help text to

I just picked this one as an example.

Click on the underlined LABEL of the field, then click EDIT

Fill in the Help Text box with the text you want to see.

The help text is in the little light orange button next to the field.

Saving a description of a Classic Report with a description

Just as an example, I'm saving this report to my own personal custom reports folder. But I added the description in the Save Report box.

The description shows up in light gray under the report name


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