Forms and form field types
Forms are detailed tasks required to complete a step. The form field might be to enter customer address or select a meal type from a dropdown. Each step can consist of multiple mandatory or optional form fields.
To cater to all types of data you might want to gather, there are multiple form types. For example, if you want to report a bug, You might want a user to enter a summary (short text input form field), describe a bug (long text input form field), select if the bug happened on mobile or desktop (radio form field), and possibly upload a screenshot (image upload form field).
This would be what the user sees when they fill in such a workflow instance:
Form types
These are the form field types available for your form steps:
Tip: You can edit the placeholders and labels for your forms.
- Text input - short: this can be useful when asking users to provide a name or a short summary of a problem for a bug report.
- Instruction - this doesn't require any user input but allows for adding workflow or step-related instructions. You can use this step to add data references and pull information from other steps to this step or send it on to external tools.
- Radio - allows for selecting one option; can also trigger conditional steps. You can use data references as radio options.
- Text input - long: this can be useful when you want users to provide a description
- Email address input. As a workflow builder, you can also define the minimum and maximum number of characters for the input.
- Checklist: allows for checking off tasks
- Date input
- File upload: you can upload multiple files of 50MB each. We support all file types with the exception of potentially harmful executable and script-type files. These include, among others, the files with exe, ini, or jar extensions. As a workflow builder, you can also define the minimum and maximum number of files to upload.
- Image upload: by default upload up to 5 files of 25MB each. JPG, JPEG, PNG, TIFF, GIF, or WEBP files are allowed. If needed, you can up the number of uploaded images to 10 in the form settings.
As a process builder, you can also define the minimum and maximum number of images to upload.
Tip: Setting the minimum number can be helpful if you need your consultants to compare images (for example, for compliance reasons). - Single-value dropdown: allows users to select one value from a list of many. You can use data references as options.
- Multiple-value dropdown: allows users to select multiple values from a drop-down. You can use data references as options.
Dropdowns (single and multiple value) can be filled in automatically from Google Sheets or an external database (such as PostgreSQL). Select Dynamic from external data source as the Source of Input when you create a dropdown. This option enables the dropdown to be automatically adjusted when the source changes. For details, see Create a dynamic dropdown
- URL input
- Signature
- Address input: allows for entering a street name, ZIP code, and city. We don't check the validity of the address.
- User selection: creates a dropdown with the members of your workspace to select from. You have the option to restrict the selection to specific users or user groups to make the selection relevant. You can make the restriction when you configure the form field.
- Drawing: useful when you want users to comment on a project or design draft. You can upload a background image to this step in JPG, JPEG, PNG, TIFF, GIF, or WEBP and let users draw or write around it.
- Barcode scanner. Useful when you send something to users with mobile devices or in logistics centers.
Updated 5 months ago