V2 Forms: Adding Help Content to Questions

 

Note: V2 Forms are available to all customers. If you do not have access to the V2 Form Builder and Forms, please read: Enabling V2 Forms

 

About

Adding "Help" content to forms gives mobile users access to support and other resources out in the field.  Help content is available to users through a button embedded beside a question.  Any question in the form can include a link to Youtube videos, web pages, or HTML-formatted work instructions.

Please note that help content must use an https:// prefix when being opened on iOS devices.

 

Add Help Content to a Question

The Help Options tab appears on every question type, usually as the last tab listed. To enable this option, turn the "Provide help to mobile users" slider to ON.

There are three types of mobile help available:

  • YouTube video: Provide a link to a YouTube video.
  • Web Link: Provide a link to a relevant web page.
  • HTML Text: Enter work instructions,  tips, etc.  This text can be formatted to include different font sizes, lists, tables, images and more.

Note:  Viewing external links (Youtube videos, web links)  requires a device with internet access.  HTML text help does not require internet access unless it includes images. 

When linking to external sites and/or files using help links, we recommend using HTTPS due to iOS' built-in security preventing any non-HTTPS links from being initialized from a third-party app.

2018-12-04-HelpContent.png

 Please note: Embedding a large of amount of images into question help will create very large form definitions.  Very large form definitions may cause issues on on some mobile devices, which could include slow performance, or causing the mobile app to crash.  It is best to only include a small number of photos, and test the form's performance on the least powerful devices your mobile users will be using.

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Adding Images to HTML Text Content

The V2 Form Builder supports a drag-and-drop or manual upload interface for adding photos to your help content.

  1. In the HTML Text Editor, select the image icon:
    2018-12-04-HelpContent2.png

  2. Drag and drop the image file, or click the grey box to upload it. Select Add.
  3. Format your help information, including images, as needed. Note: Large images will require your users to scroll sideways. Please ensure your images are sized appropriately for the devices your mobile users will be using.

 

On a Mobile Device

A question with any kind of "Help" associated with it will have a question icon to the right.  Click this for help.

2017-08-10-V2FBHelpLink01.png

This will open up the help information box as shown below, which may include text, image and video linking capabilities:

2017-08-10-V2FBHelpLink02.png

Please note: Embedding a large of amount of images into question help will create very large form definitions.  Very large form definitions may cause issues on on some mobile devices, which could include slow performance, or causing the mobile app to crash.  It is best to only include a small number of photos, and test the form's performance on the least powerful devices your mobile users will be using.

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