Add Instructions to a Form

You can add instruction text to forms to help performers complete forms or associated tasks.

To add instructions to a form:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Workflows and Forms, and then select Form Design.
  3. On the Form Design page, select a form.
  4. In the Form toolbar, select the Instruction Text icon and drag it onto the form canvas.
  5. In the Properties: Instructions area, enter and format the instruction text.
  6. Select Save.

Tip

To change the width of instruction text, move your cursor to the left or right edge and drag it to the desired length.


Last Published Monday, September 15, 2025