How Do the Form Widgets Work?

Form fields are a great way to store important data in your checklists and provide a fantastic resource to use when integrating Process Street with other SaaS apps.

Form fields capture data relevant to the process at the time of completion. For example, a client onboarding process could have form fields to record the client’s name, the date they signed up, etc.

Users: In order to add or edit form fields in templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator. 

To add form fields to one of your processes, start by editing a template you want to add them to.

Next, go to the task you want to add a form field to, then choose the form field you’d like by clicking or dragging it into place.

You can then give the form field a name (such as “Client Name” or “Date of Meeting”) by typing in the box at the top of the field.

Pro Tip: Collapse the Content drop down so that you can see the form fields more clearly.

Remember that you won’t be able to complete form fields if you are viewing the template – they can only be completed in a checklist.

Learn more about form fields.


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