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Add a form annotation

Add a form annotation

You can add annotations to forms.

Before you begin

Role required: personalize_form


  1. Navigate to a form.
  2. Right-click the header and select Configure > Form Layout.
  3. Under Form view and section, select a section.
  4. In the Available list, double-click * Annotation to move it to the Selected list.
    The Annotation Details section appears.


    Annotation details
  5. Place it above the field to annotate.
  6. In Annotation Details, select the type of annotation. The available types of annotations include Info Box Blue, Info Box Red, Line Separator (any text you add appears beneath the line), Section Details, Section Separator, and Text.
    Form annotation types
  7. Select either Plain Text or HTML for the data type and enter the annotation in the text box. All valid HTML tags are supported.
    For example, select the Text annotation type, the HTML data type, and enter <span style="color:red">Select the primary location:</span>. The text appears red on the form.
  8. Click Save.

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