You can add extra instructions or examples that appear directly below a form field in a task. This “guidance text” helps clarify what information is needed or provides helpful hints.
Click on the step containing the form field you want to add guidance to.
In the step details panel (usually on the right), go to the Form Fields tab.
Click on the specific form field to open its settings.
Click to expand the Advanced section within the field settings.
Type your instructions or hints into the Guidance text box.
Your changes should save automatically.
When someone works on this task in a running process, the guidance text will show up in italics directly below the field label. If you include website links (URLs) in the guidance text, they will be clickable, allowing people to easily access extra resources.
A comprehensive guide explaining how to incorporate customizable fields into document templates with different field types and instructions for adding new fields or reusing existing ones while maintaining document consistency.
Descriptions can be added to enhance templates and steps by accessing the description box through Settings for templates or directly clicking on steps for individual descriptions with automatic saving functionality.
Variables can be inserted into step titles and descriptions to automatically display information from earlier form fields which helps maintain consistency personalize workflows and reduce manual data entry errors throughout a process.
The process enables automatic document creation by connecting Tallyfy form field data to document generation services through middleware tools like Zapier or Microsoft Power Automate for seamless workflow automation.
