Note: This article applies to the new Form Step experience in Streamline.
Description fields are layout elements used to add explanatory or supporting text to your form.
They help clarify instructions, provide context, or add detail between fields without requiring user input.
Adding a Description Field
- In the form editor, click Add Field.
- From the Layout category, select Description.
- The field will appear on your form, ready for customization.
Customizing Description Properties
After adding the Description field, you can edit and style the text directly in the form builder.
You can:
- Edit the text to add instructions, additional context, or other relevant details for users.
- Use basic text formatting such as bold, italic, or hyperlinks to highlight key information.
- Add images to visually support your instructions or provide examples for users.
- Align text to the left,right or center, depending on your layout preference.
- Copy or Delete the field as needed to manage your layout.
- Add/Edit HTML.
Renaming a Description Field
Description fields can also be renamed to make them easier to identify when building forms.
To rename a Description field:
- Locate the Description field in the Navigation panel on the left side of the form builder.
- Click the three-dot menu next to the Description field.
- Select Rename.
- Enter a new name for the field.
Note: Description field can only be edited from this location.
Renaming Description fields can be helpful when:
- Managing forms with multiple Description fields.
- Quickly locating Description fields in the form builder's left-hand panel.
- Identifying Description fields in Logic mapping dropdowns.
Using clear, descriptive names can make form maintenance and configuration easier, especially in larger forms.
Tips for Using Description Fields
- Use descriptions to explain form sections or provide guidance between related fields.
- Keep descriptions short and focused; long text blocks can distract users from completing the form.
- Use consistent alignment (left or center) to maintain a clean, professional look.
- Include relevant images only when they add clarity or value to your instructions.
- Combine Description fields with Header or Section fields to create clear, well-organized layouts.
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