Add guidance text to a step

Adding guidance text to form fields

Guidance text appears directly below a form field label in Tallyfy, giving people instructions right where they need them. It’s great for specifying formats, examples, or links to extra resources.

1. Open the template in Edit mode.
2. Click the step that contains the form field.
3. Go to the Form Fields tab in the step details panel.
4. Click the form field to expand its settings.
5. Expand the More Settings section.
6. Enter your instructions in the Guidance Text field. It’s a rich-text editor, so you can format text and add links.
7. Changes save automatically.

When someone runs the process, you’ll see your guidance text in italics below the field label. Any URLs you include become clickable automatically.

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