Hi John,
The Special Instructions that you input on the cart preview get saved to the users Shopping Cart[sc_cart]. The Special instructions aren't shown on the Shopping Cart form by default but can be added by customizing the form layout. Please keep in mind that only admin's will ever see this and the shopping cart record only exists until the order is submitted, so there is limited benefit in adding it to this form. When an order is placed the value from the Shopping Cart is copied to the Request[sc_request] that is created. There is a Special instructions field on the Request table, however again the Special instructions are not shown on the Request form by default.
Since the data lives on a record that is associated to our Requested Items and Catalog Tasks we can simply dot talk when defining the form layout to add the Requests Special instructions onto the form. From the Requested Item form right click on the form header and navigate to Configure > Form Layout. In the left column find Request and expand the selector to show field from the Request (use the button in the middle of the two columns above the arrows). Now that the Requests fields are shown, find the Special instructions and move the to the right column. These steps can be repeated from the Catalog task as you can dot walk from Catalog Task to Request item to Request.
As this is referenced data, I would recommend setting up these fields to be read only on the Requested Item and Catalog Task forms, so that unintentional or unauthorized updated are not possible.
