Add Help Options to Questions

Support your field users with “help” content that gives them additional context. Help options are available for all question types. You can set up links to YouTube videos, web pages, or offline work instructions and images.

Available on the Advanced and Enterprise tiers:

Essentials
Advanced
Enterprise

Contents

How Help Options work

The option that you choose depends on the type of content and whether you want field users to have offline access.

Note:You can only select one type of help option per question. Remember that you can also provide context in your form with Information Label and Resource Image questions.

Help Option Description Available offline?

YouTube Video

Link to a YouTube video. The video opens within the Mobile App.

The title shows the question text: "Check the drag link". The YouTube video plays within the ProntoForms mobile app.

No

Resource Images

Display up to six Resource Images. On the Mobile App, field users select from a gallery of image thumbnails to open the full-size image.

Full-size image of the "Steering System" Resource Image, with an image gallery at the bottom with two images that a user can select.

Yes, once the user has reconciled to download the images

Web Link

Display a link to a relevant web page. You can set the link to open within the Mobile App or in an external web browser.

The title shows the question text: "Check the drag link". In this example, the web page opens within the ProntoForms mobile app.

Tip: For secure sites that require users to sign in, set the link to open in an external browser. This uses the external browser settings to keep the user signed into the secure site.

Note: Use HTTPS to provide an additional layer of security.

No

Rich Content

Display work instructions or other information, such as formatted text and up to six Resource Images. This option displays the text and images like a web page, with no image gallery.

The app displays the question title. In this example, formatted text introduces the image that follows, which is an illustration of the steering system.

Yes—text and Resource Images, once the user has reconciled to download the images

No—URLs

Add Help Options

Choose a help option based on the content that you want to display.

  1. From the Forms & Integrations menu, navigate to the form you want to set up.

  2. Select Edit Form.

  3. Select a question, and then select Help OptionsClosed Help Options are ways to add help content, such as YouTube videos, web pages, text, or images, to questions in a form. Mobile users simply tap the help icon next to a question to see the help that the form designer provided.. Switch on the Provide help... toggle.

    Help Options tab for the selected question. Switch the "Provide help to mobile users" toggle to on.

  4. Select the type of content that you want to add, and then enter the details.

    • To play a video within the Mobile App, select YouTube Video, and then enter the URL.

      Tip:Remember that only online users can access a URL.

      Help Options tab with YouTube Video selected and a URL entered.

    • To display a gallery on the user’s device, select the Resource Images option and add up to six images. You can’t include text with the images, but you can use an Information Label question to provide context. Or, to include text with images, select the Rich Content option.

      Tip:Once downloaded, Resource Images are available offline.

      The Help Options tab of a Text Field question, with the Resource Images help type selected. The image displays the dropdown list of available Resource Images to add to the Help Option. It also displays the option to create a new Resource Image.

    • To display a web page, select Web Link, and then enter a URL.

      Tip:Remember that only online users can access a URL.

      Help Options tab with Web Link selected and a URL entered. Choose whether to open the page in the ProntoForms mobile app or in an external browser.

    • To add text, images, or both, select the Rich Content option. This option renders the text and images like a web page. You can add up to six Resource Images.

      Tip:To prevent the user having to scroll to see a large image, size all images with the user’s device in mind.

      Help Options tab that shows "Provide help to mobile users" toggle on, "Rich Content" option selected, formatted text entered in the rich content editor, and the image icon selected. Select the type of image, the image file, enter the height and width, and then select "Add".

  5. Save your changes, and then save and deploy the form.

    Result:

    • When the user reconciles, the Mobile App downloads any Resource Images and text that you added.

    • To open the help, users select the help icon next to the question text:

      ProntoForms app that shows the question "Describe the overall condition of the steering mechanims" with a question mark help icon that the user selects to open the help.

Tip: Always test a form's performance on your users’ least powerful mobile devices.