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 > 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.

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

This helps maintain a clear and organized structure for all users, regardless of the language they use.

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

During creation, you can choose the field type 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 these, you can decide whether the field should be mandatory, confidential, or read-only, depending on your process needs.

If you're creating a Document-type field, an additional dropdown will appear to associate the field with the relevant category.

Finally, it’s important to enter the field name and, if needed, a description — again, in all active languages in your installation.
This ensures proper display and understanding of the field for all users involved in the workflow.

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.