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View rich text guidance in forms

Review clearly formatted guidance and instructions in forms, including bullet lists, headings, bold text and links, without seeing raw markdown symbols.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open a form with guidance text​

Navigate to the form where guidance or notes are shown so you can review the information before completing the fields.

Open a form with guidance text

Step 2: Read bullet and numbered lists​

Review agent-entered checklists, which are displayed as clear bullet or numbered lists instead of raw markdown characters.

Read bullet and numbered lists

Step 3: Use headings and emphasis to scan content​

Scan the guidance quickly using bold text and headings that highlight key responsibilities or sections.

Use headings and emphasis to scan content

Click external links to open them in a new tab while keeping internal links within the same tab for a smoother workflow.

Follow links to supporting information

Step 5: Trust that unsafe content is blocked​

Rely on the system to safely display text content without executing any embedded HTML or scripts from the guidance.

Trust that unsafe content is blocked

Last updated: 2026-08-21