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How to add help and indications on initiative submission forms?

In order to guide users on how to give the required details while submitting a new initiative, help topics can be created. They can be applied by default or to a specific plan.

Create a help topic on initiative submission  

  1. Go to Administration > Initiative management > Help topics on initiative submission.            
  2. To create a new help, click on the "+" button in front of "Help topics on initiative submission".




  3. Define your help topic in the proposed fields.
  4. Click on the "Save" button at the end of the form. 


Apply a help topic on initiative submission by default  

  1. Go to the Administration > Initiative management > Initiative management settings.
  2. In the "Submission of initiatives" section, for the "Help topic on initiative submission" field, select the desired help topic from the drop-down list.

  3. Click on the "Save" button at the end of the form. 
      

Apply a help topic on initiative submission to a specific plan 

  1. Go to Administration > Plans & Domains > Plans.
  2. Click on the Plan you want to apply the help topic to and click on the pencil on the upper right.
  3. In the "Configuration and initiative processing" section, uncheck the "Use the default settings" option.
  4. In the "Submission of initiatives" section, uncheck the option "Default settings".
  5. In the "Help topic on initiative submission" field, choose in the drop-down list the help topic to be applied by default for the plan.

  6. Click on the "Save" button at the end of the form.
      

To modify a help topic on initiative submission

  1. Go Administration > Initiative management > Help topics on initiative submission.
  2. Choose the help topic to be modified.
  3. Click on the pencil on the upper right to edit the help topics on initiative submission.
  4. Change your help topic.
  5. Click on the "Save" button at the end of the form.