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, or creating automations.

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 your client’s name, the date they signed up, their website, contact number and email address.

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 the template you would like 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 to use by clicking or dragging it into place.

You can then give your form fields names (such as “Client Name” or “Client email address” or “Date of First Meeting”) by typing in the label at the top of the field, as shown above.

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 how to use the different form fields and running checklists.


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