Adding Help Content to Questions

 

Supported on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

 

About

Adding "Help" content to forms enables users to access additional support when they're out in the field.  Users simply tap the help button next to a question to see YouTube videos, web pages, work instructions, or images. 

Info: We've made some improvements to how you add images to question help content. For our customers on the legacy Professional tier, see the topic Upload an Image to Help Options (Professional Tier).

Help Options

In the Form Builder, the Help Options tab appears on every question type, usually as the last tab listed. To enable this feature, set the Provide help to mobile users toggle to ON. The following example shows the toggle on, with the help options displayed.

HelpOptions_Example.PNG

You can select one of the following types of user help:

  • YouTube Video: Provide a link to a YouTube video (for online users).
  • Web Link: Provide a link to a relevant web page (for online users). We recommend using HTTPS for iOS to prevent any third-party apps from initializing non-HTTPS links.

    Users can open the web link within the ProntoForms app or in an external web browser.
    Tip: For secure sites that require user credentials (login), advise users to open the link in an external browser. This uses the external browser settings to keep the user logged in to the secure site.
  • HTML Text: Enter work instructions or user assistance in the text editor to display to the user as HTML-formatted, offline content. Formatting options include different font sizes, lists, tables, links, and more.
Note: Although you can include links to web pages and images, remember that these links are only available to online users.

  • Form Resources: Select from the uploaded form images in your FormSpace and display up to six images per question. Once the form is downloaded to the user's device, the user can access the image offline.

    The Form Resources help option optimizes performance and ensures that users see the most recent version of a form image. When you update a form image in your FormSpace, any questions that reference that image are automatically updated when a user reconciles their app.
Tip: Always test a form's performance on your users' least powerful mobile devices.

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Add Images to Question Help Content

Select from the already uploaded Form Images and display up to six images per question.

Info: For our customers on the legacy Professional tier, see the topic Upload an Image to Help Options (Professional Tier).
  1. Is the image you want to use already uploaded to your FormSpace? (Go to Manage Forms > Form Images to check.)
    • If yes, go to step 2.
    • If no, upload the form image.
  2. In your form, select Form Resources.
  3. Select an image from the list of form images in your FormSpace.

    HelpOptions_FormResourcesExample.PNG
  4. Repeat step 3 for up to six images.
    Note: If you add more than one image, the help window displays a grid of image thumbnails. The user chooses the image that they want to enlarge.

    To prevent the user having to scroll sideways to see a large image, remember to size all images appropriately for the mobile user device.
  5. Select Save.

    Tip: Always test a form's performance on your users' least powerful mobile devices.

      

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See Help Content on a Mobile Device

A question with any Help Option has a question icon to the right.  Users simply tap or select the icon to see the help content.

2017-08-10-V2FBHelpLink01.png

This opens the help information box as shown in the following example, which shows a linked image.

2017-08-10-V2FBHelpLink02.png

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