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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Include guidance text ...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Include guidance text on a custom entity form

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Posted on by Community Member

For my Portal, I have created an entity form for a Contact that asks for some specific fields. In the middle of this form, near one of the fields I would like to include an HTML snippet (or something else if this is not possible) that gives my user some extra information about what to do and what to fill in.

How do I go about this? I cannot find any option in the form builder to include text. 

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  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    Actually there is an OOB way to do this.

    For example I want to add a tooltip for my "Title" field on case create form in portal, I should do the following steps.

    1.Go to Dynamics 365 portals->Entity Form->case create form->Entity Form Metadata tab and create a new record.

    pastedimage1586226961690v1.png

    2.Since we want to add the tooltips for fields, we should select "Attribute" in type and choose the field, here in my case, I should choose "Title".

    pastedimage1586227373099v1.png

    3.Slide down the page and find "Description/Instructions" section, and select "Yes" on "Add Description".

    Choose the tooltip position and you could also choose to show the default description from D365 or add custom description in portal.

    pastedimage1586227195361v3.png

    4.Let's see the results.

    pastedimage1586227218825v4.png

    Here we can see that the description of the Title field displayed above the text field.

    So in your case, you should add metadatas for all fields and they will work well in your portal.

    Here's a documentation for your reference.

    pastedimage1586227410188v2.png

    https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/

    Hope it helps.

    Best Regards,

    Leo

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