How to Add Text Input Fields to Workflows

Text input fields are the most commonly used field component and are used to record field specific information. For example, if I need to create a workflow to record someone's First Name and Last Name, then I would add two text input fields to my workflow canvas with the labels "First Name" and "Last Name". In addition to plain text, text input fields might be used to record email addresses, numbers, URLs and currency values. There is no limit to the type of data you want to record with a text input field - it simply comes down to your requirements.

Text input fields are very easy to add to your workflow and configure.

There are many use cases for a text input fields in workflows and they can accomodate any text field requirement.

Here are some examples:

• Record a customers or employees first and last name.
• Record email address.
• Record telephone number.
• Record specific integer values.
• Record currency values.

If you need to record large amounts of text, consider using the Text Input Area field.

1. Open an existing workflow or create a new new workflow.
2. Click on the "Text Input Field" on the component toolbar to add the text input field to the workflow canvas.
3. Configure the settings of the button in the "Input Setting" pane on the right hand side of the flow builder.
4. Drag the text input field to the desired location on the stage canvas.
5. Use the grab handles to change the width of the text input field.

The following settings can be configured for text input fields:

General Settings

• Label: Add a text label to display text above the text input field. Delete this text if you do not want a label to be displayed.
• Placeholder: Placeholder text is text that will be displayed in the component and is generally used to guide people on what to do when working with the field. Delete the placeholder text if you do not want to display the placeholder text.
• Field Type: The text input field component supports Plain Text, Integers (for numbers), Email, URL and Currency input. By selecting the specific field type, specific formatting and validation will be applied to the text input field.
• Currency: Available when the Field Type selected is "Currency". When selected, you can specify the type of currency being input and the selected currency symbol will be displayed when entering a value into the field. Current supported currencies include AUD, USD, EUR, GBP, JPY, SGD, NXD, CHF, CAD, ZAR, CNY and HKD.
• Viewers: By default, anyone will be able to view the text input field. If you would like to restrict who can view the field when completing assessments, select the role or individual people from the "Viewers" drop-down field.
• Editors: By default, anyone will be able to add text and input to the text input field. If you would like to restrict who can add text and input into the field when completing assessments, select the role or individual people from the "Editors" drop-down field.
• Display data from: If you have another text input field, you can automatically populate the value from that field to display in another lookup field. This is particularly useful where you have a workflow stage which is a confirmation page based on previously input values to summarise what was input. Click on the "Display data from" dropdown to select another lookup field. The field will be read only when displaying data from another field.
• Inactive: When clicking the "Inactive" checkbox, the text input field will be displayed in an inactive state and the field will not accept any input.
• Required: Select the "Required" checkbox if input is required in the text input field when completing assessments. Validation will occur when someone clicks on a button where the button's "Check required" setting is selected.
• Required text: If the "Required" checkbox is selected a message will appear below the field advising that the field requires input on button click. Change the "Required text" to display your own custom validation message.
• Add to assess table: Select this option if you would like the field value to be displayed as a column when viewing all assessments under the "Assess" page.

Lookup Field

If you have a data store with data uploaded and you would like to populate the text input field with data when a value from the lookup field is selected, you can use the following settings:

• Data store: Select the data store that you would like to reference.
• Map to column: Select the column from the data store that you would like to populate in the text input field when a value is selected from a lookup field.

For more information on how to use lookup field, refer to the following resources:

1. Help - How to Add Lookup Fields to a Workflow
2. Blog - How to upload data for use in workflows

Conditional Display

Conditional display provides you with the ability to display a text input field when certain conditions are met with other fields in the workflow. For example, if I add a radio button field to the workflow canvas with the options Yes, No and Other. When someone selects "Other" then the text input field will be displayed.

• IF: Select the "Field" option from the drop-down (currently the only value available)
• Field: Select a radio, dropdown or checkbox field that has been added to any stage canvas of your workflow.
• Equals: Select the field value that will result in the text input field being displayed.