Workflow form fields structure

The Workflow Form Fields Structure section allows you to customize the forms that users will fill out during form-type steps within your workflows.

To get started, go to: Settings > Workflows > Structure> Workflow Form Fields. Here you'll find a set of fields already organized into predefined categories, ready to be used in building your forms.

If you want to better organize your fields or create new thematic areas, you can add new categories by clicking the button in the top right corner.

This will open a screen where you can enter the category title and, if necessary, a description, in all the languages active in your system.

This allows you to maintain an uncluttered structure that is easily understood by all users, regardless of the language used.

Within each category, you can add new fields by clicking Add Field. 

During creation, you can choose the type of field from the available options (free text, single or multiple selection, phone number, email), assign it to a category (even different from the current one) and configure its attributes.

Among them, you can decide whether the field should be mandatory, confidential, or read-only, depending on the needs of your process.

It is important to enter the name of the field and, if necessary, a description, always in all the languages active in your installation. This will ensure that the field is properly displayed and understood by all users involved in the workflow.

If you need to create a field of type Document, the drop-down menu will also appear to associate the field with the associated category:

Thanks to this feature, you can build customized forms aligned with your operational needs, improving both the user experience and the quality of the data collected in your processes.