I am trying to display field values within a text element in interfaces, much like in Page Designer, to support detailed instructions. For example:
To create a new workscope:
1) Please take note of the Case Summary Name first: {Case Summary Name}
2) Click the button below to create a new workscope.
I have tried using {Field Name} and converting it to code with the <> button, but that doesn't work.
Other suggestions?
You cannot use field values in an interface the way you can in Page Designer. You can create a formula field that displays the text and field values that you want. Then display the formula field.
this solution has one big minus.
You cannot format the text in the formula column
I would suggest moving forward with Kuovonne’s solution. However, if you need more flexibility you could:
A. Have a blank page interface for Documentation purposes only, where you will explain all of this.
Blank page layout supports different text sizes, formats, divs, quotes, and other useful options.
On your regular page have a hyperlink to the corresponding documentation page, maybe on the description of each specific section/group of your interface.
I do see how this is not ideal, as you cannot have data dynamically referenced and you still need to hop from one page to the other.
B. Create a Fillout form where you will have dynamic references for documentation using URL parameters or Pre-fetching records. Even if Fillout is a form software, you can hide the submit button for your use case. You could have a dynamic formula for each record.
I do see how this is not ideal as you’d have your documentation live on a different place.
There are many other ways to get around this, its just a matter of playing around :)
Mike, Consultant @ Automatic Nation
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