Adding a Hard-Coded Link in a Text Field

The Manage user-defined forms to display and collect data permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Forms

  1. Click a user-defined form.
  2. Add a text field to the form by positioning your cursor in a cell and clicking the Insert Text icon to place a text area onto the form.
  3. Select the text field you just added and scroll down to the Selected Element Properties section at the bottom.
  4. Place your cursor in the Value field and click the icon Enlarged View icon.
  5. Enter text or an image. To insert the image:
    1. Click Insert or edit image.
    2. Enter URL of image location.

      Enter image property information, if desired.

  6. Select the text or image for the link.
  7. Click Insert or Edit Link.
  8. In the Link Info tab, select URL, then the http:// protocol, and enter the destination URL.
  9. In the Target tab, select the Open in New Window option if the destination page is to open in a new browser window.
    This is recommended because the form assignee will lose the form in their browser window.
  10. Click OK.
  11. Click OK.
  12. Click Save.