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This is a useful approach when your audience contains both new users, who need extra assistance, and experienced users, who already know how to fill out the form. By adding controls with Help text, you provide an alternate view for filling out the form - one that contains contextual Help for each section or control. You can create a Help view that contains only Help text, or you can duplicate the controls that you added in the default view of your form template and include accompanying Help text. Help view Create a separate view to show Help text when you want to provide detailed instructions to your users. The following is a list of the most common ways to display Help text in your form template: Depending on your form template, you might use more than one type of Help text in your form template. To add Help to a browser-compatible form template, consider an alternate way to add Help, such as using conditional formatting to display contextual Help.ĭepending on the complexity of your form template and the needs of your users, you can add different types of Help text, using different procedures. For example, custom task panes, which are often used to display custom Help text, are unsupported in browser-compatible form templates. When you design a browser-compatible form template, some features are unavailable. When you design a form template in Microsoft Office InfoPath 2007, you can choose to design a browser-compatible form template. Use conditional formatting to show contextual HelpĬreate a hyperlink to an external Help file or Web siteĪdd instructions for users to view the InfoPath Help system This article explains how to determine the best type of Help text for your form template by considering factors such as the type of form template you create, your audience, how widely your form template will be deployed, and whether users will fill out forms based on your form template by using a Web browser. All Rights Reserved.To help users understand the purpose of your form, and to help them fill it out successfully, you can add instructional Help text to your form template. Spaces are not allowed however you can use the underscore character "_" to separate words. Each form field should have a unique bookmark name.īookmarks can contain numbers but must begin with a letter.
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It is always a good idea to provide a sensible and logical bookmark name for each of your form fields. When limiting the field length make sure you include space for any special characters such as dashes or hyphens. These two types of data let you automatically display the date and time the form was completed. To add a text form field place the insertion point where you want the field to be placed and select
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Text Form Field - Inserts a Text Form field allowing users to insert text, numbers symbols and spaces. This can be inserted from the Forms toolbarĪ text field records information that only the user can enter.įor example this might be customer address, telephone number etc. Text form fields can have unlimited length Text form fields can also be used to perform calculations.
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You can use a text form field to collect basic text information such as a name or addressĪlternatively you can also use text form fields to request other types of data such as numbers, dates, times, phone numbers, zip codes, percentages etc. A text form field can be set up to require a variety of different types of input from the user.