Customizing Field Level Help for Standard Fields

You can customize field-level help for standard NetSuite fields and add help for other languages if you have Multi-Language feature enabled. Administrators or users with full permission to Customize Field Level Help can edit or remove custom help for a field. The view, none, and edit levels of the Customize Field Level Help permission aren't used.

Sample Field Level Help window.

To customize help for a field:

  1. View the field-level help for the field and then click the Customize button.

    Sample Customize Standard Field Level Help window.
  2. In the Help Text field, enter your default help text for the field in the current language. Note that you can include URL links, such as a link to a saved search.

  3. In the Translations section, select a language and enter the help text for the field. Enter custom help for as many languages as required.

    If you don't have Multi-Language feature enabled, you can customize help text for English only.

  4. Check the Make as Default for Other Forms of the Same Type box to make this custom help the default for other forms generated from this form type.

  5. Click Save.

You can enter HTML markup source for the custom field-level help. The following HTML tags are supported in upper case or lower case:

The <a> tag supports these attributes:

For more information about the <a> tag, see the HTML <a> Tag page on the w3schools website.

Note:

Because HTML tags are supported, use &lt; and &gt; to display the < less than and > greater than symbols in the custom field-level help.

The following example of custom field level help uses some of the possible HTML markup options:

Sample field level help using some of the possible HTML markup options.

If you want to restore the standard help for a field, open the Customize Standard Field Level Help window and click Remove Customization.

An icon beside the field name indicates that the field has custom help. Only administrators can see this icon.

Field Help icon highlighted.

Also, the word (customized) in the Field Help title bar indicates that the field has custom help.

Sample Field Help (customized) window.
Note:

After an administrator or a user with the full level of the Customize Field Level Help permission changes the field-level help, the changes might not take effect for users immediately. Field-level help can be stored in cache for users, and there are multiple caches, so it can take a few hours for all users to see updated field-level help entries.

Standard Field Level Help Customization Page

To edit or remove the custom field-level help, use the Standard Field Level Help Customization page.

Go to Customization > Lists, Records, & Fields > Custom Help for Standard Fields.

You need full permission to Customize Field Level Help to edit or remove custom help for one or more fields. The view, none, and edit levels of the Customize Field Level Help permission aren't used.

If needed, filter the help list by form type.

Standard Field Level Help Customization list.

To remove the custom help for multiple fields, check the box in the appropriate rows and click Remove Customization of Selected.

Related Topics

General Notices