Additional fields in workflows

Additional fields in workflows

Additional fields add key information to the workflow to help decide on its tasks. Users fill them in, and they show on the Data tab.

Memo What they are

Compass Where to configure them

Inside the workflow template in Draft status → Additional fields (+).

Gear How to configure them

Required: Name (identifies the field) and Type (the expected data format).
Optional: Category (groups fields by function) and Order (the sequence they appear in).

Wrench Advanced options

Each field can be toggled on or off with triggers. Additionally:
  • Required: the user must fill it in to finish the workflow.
  • Send to site, network element, or client: syncs the answer with the workflow's technical location (one-way sync).
  • Keep synced with the parent task: if several workflows sit within the same task, fields sharing name and type can be filled on the parent task, and their answer is reflected in each associated workflow.