Person Profile Fields

The Profile Fields section allows you to customize the forms that users will complete during Profile-type form steps within your workflows.

To get started, go to Settings > People > Structure > People Profile Form Field Structure. Here you will find a series of fields already divided into predefined categories, ready to be used when 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 at the top right.

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

This ensures 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.

When creating a field, 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, restricted, or read-only, based on your process requirements.

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

Finally, it is important to enter the field name and, if necessary, a description, always in all active languages in your installation. This ensures proper display and understanding of the field by all users involved in the workflow.

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