Adding static guidance text to a form layout

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Posted on by Community Member

Hi there,

We would like to be able to add guidance text to a form in CRM 2016.

Eg. "This information is required as emergency contact details and will only be available to your line manager"

I understand you can add information into a field description which then appears if you hover the mouse over the field label on the form, but we would prefer a way of adding static text at the top of a form section.

Has anybody found a way of doing something similar?

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MilindP 1,019 on at

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You can create a html web resource and show it on the form above the field

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Community Member on at

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I think what you want to use is a static text box. You can achieve this by right clicking on the parent group>new>Static Text. There is a field in properties called Text in which you can write text.

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Glenn.J on at

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Hi All,

This is the easiest way I found to add static text after a field on an Entity Form / Section.

Added the following to a Content Snippet that is included in my Web Template.

if (activeWebFormStep === "Details") {
let divinfo_Instructions = '<div><label id="lblInstructions" class="field-label">Add Static Text Instructions to Entity Form Section.</label></div>'

$("#new_dataversefieldname).closest("tr").after(divinfo_Instructions);
}

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kailashr2k6 50 on at

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If this text needs to be visible and addressing the whole form then you can use the setFormNotification function in the JavaScript.

In case you need to show this static message next to a field or top of the field then you can use the PCF control (github.com/.../Simple-Text-Control-PCF) this will help you accomplish it. There is a drawback to this approach that you need to create a dummy field that won't store anything but just to display this text.

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