How to set up your project to support long comments

We need some pre-setup to ensure users can view and edit long comments on each platform:

  1. Go to the Edit Record Types page

  2. Select the Record Type you want to add a text-area field to

  3. Right-click the field you want to add above or below

  4. Select ‘Insert 1 above’ or ‘Insert 1 below’ on the popup menu

  5. Select the ‘Text Area’ field and click on it

  6. Input the field name as you want

How can I view and edit the text-area description on the Material Card?


To view your long comments on the material card, simply open the Record card and drag the corner of the text box to expand the appearance.

To add more information to this text area, click and type as normal.

How can I view and edit the text-area description on the Custom Reports page?


To edit long comments on the custom reports page double click on the text area, and it will expand allowing you to input text.

To view simply hover over any text area that has been set up with a Text Area field and it will show you an overview of the text without having to click in to edit.

Tip: Use enter button to change the line, and just click on other places to save the change

How can I view and edit the text-area description on the mobile APP?

To view and edit this text area, click on this area, and the full comment box will pop up. You can view the full information here and can edit it if you want. Once finish typing, you can click on the ‘Done’ button to save the change or click on the ‘Cancel’ button to un-save it.


Did this answer your question?