In this lesson we’re going to cover:
- What form fields are and why they are useful
- How to add form fields step by step
- What to do if you get stuck
- What using form fields makes possible
Estimated time for this lesson ~ 20 minutes
This lesson is part of our onboarding program. Find out more about what you’ll learn from the program when you’re getting started.
What are form fields?
Form fields are handy little widgets that allow you to collect data within your checklists. They can pass that data on to other parts of your checklist, and even share the data between other platforms or apps (we’ll get back to this final part later on).
How to add form fields
Find the template you’d like to work on, or create a new blank template. Click “Edit template” to open the template editor and look over to the menu bar on the right of your screen. This is where you will find the form fields to add into your template.
Pro tip: Collapse the content fields at the top of the right-hand menu and expand the forms section so you can see the form fields clearly, as shown above.
Some of the form fields can be used as variables, which allow you to pull data to other places. We’ve mentioned which ones you can use as variables below, and we’ll explain more about how to use them later on.
Short text field
The short text field is best suited for recording aspects such as employee or company names – any data which is guaranteed to be no more than a couple of words. The character count in short text fields is 254 characters. This form field can be used as a variable.
Long text field
The long text field is best utilized for extra details or any information which is likely to go beyond 3 to 4 words. For example, you could record additional inspection or meeting notes, a support conversation, or an address. Using long text fields allows you to use more character or word count than a short text field. This form field can be used as a variable.
Email fields do exactly what they say on the tin; they store email addresses. Using these instead of the standard single-line fields will allow you to quickly differentiate between email addresses and other information, as the symbol is unmistakable.
Storing email addresses in these fields also makes it easier to integrate your checklist with another app to send emails automatically. The information is separate and so easier to locate. This form field can be used as a variable.
Website fields are specifically designed for storing URLs. Much like email address form fields, it is easier to distinguish them from single-line field data, but also to make integrations a cinch. This form field can be used as a variable.
File upload field
The file upload field allows the user running a checklist to upload any important file of their choice into the checklist. For example, if an important document needs to be signed, a copy of the signed version can be scanned and then uploaded to your checklist for safekeeping. See file upload limits. This form field can be used as a variable.
Date fields are perfect for just that – dates. Whether you’re recording the date that a checklist is run, a due date for a particular task, the time of a support conversation or even the start and end of an upcoming holiday, any and all important dates (and times) can be set in stone.
Date fields can be used in Conditional Logic and can be used to set Dynamic Due Dates. Once you have run a checklist with a date form field in it, you are able to select a date (adding a time is optional).
Note: To strip out the time from a date field in automations or to alter the date/time formatting, you can use Zapier formatter.
Dropdowns are a fantastic way to add multiple choices into your checklists. If a vital task has several potential completion results, use a dropdown and type in the potential outcomes for the user running the checklist to select from.
For example, a potential drop-down could be “Project Status”, and the options could be “Incomplete”, “Awaiting Review” and “Complete”.
Pro tip: Use the backspace key to delete dropdown fields you don’t need, or hit the enter key to add more fields.
Multi choice field
The multi-choice field is similar to the dropdown field, except that multiple options can be chosen at once instead of only one.
An example would be that you have multiple options that you can include in a package for a client. With the multi-choice field you can select all of the relevant options that the client may want.
Pro tip: Use the backspace key to delete extra fields you don’t need, or hit the enter key to add more fields.
The member’s field displays a list of users from your Process Street account. You can also limit the list to only display users in a certain group.
This is a useful field when you are organizing work. For example, in an employee review, you might want an employee to choose their manager from a group of managers. Or for New Client Onboarding, you could specify who the client’s Account Manager is.
This form field can be used as a variable.
Snippet field (Beta)
Give your snippet a name or label, so that you can identify it easily when setting up automations. Next, start typing your text and use the magic wand icon to add variable data fields into your message.
For example, you can create a custom message in a template, which you use to send out, via an automation, to your team’s Slack channel. Learn more about how to create automations for Slack and other apps.
A hidden field can only be seen in the template edit view and can be filled in by populating the field with data using automations. This field is best suited for recording vital information that will never change and is unique.
For example, an email could change, so it’s best stored in an email field. However, a customer ID from your CRM will never change; this, along with any other kind of ID, is the main use for hidden fields.
This form field can only be used as a variable.
You can set form fields to be required fields so that when someone is filling out the checklist, they can’t complete that task (or the checklist overall) before they have filled out the required data.
To make a field required, you need to edit the template and check the “Required” checkbox underneath the field.
Not sure or got stuck?
What’s the difference between Content fields and Form fields again? This is our handy way of remembering the difference: Content fields are used to share or give information, whilst form fields are used to collect or gather information. Got it? Good!
Not a lot can go wrong when you’re dragging and dropping form fields into your template editor, but if you find that one is in the wrong place you can easily move it. Moving form fields around can be done in two different ways, either by using the up and down arrows or by dragging and dropping it into a new location. See the example below for how you can do this.
If you want to duplicate one or more of your form fields, you can do that too. Look for the little stack of papers icon in the bottom right corner, we’ve shown you this in the example below. And in the top right corner is a little X where you can delete the form field if necessary.
You can also drag and drop your form fields, or use the up/down arrows to the left of each widget, to relocate them in your template.
Using form fields allows you to do more
We’ve let you know which form fields can be used as variables, but we hear you asking – What are variables anyway? Good question!
Variables come in two forms, global variables that are built into your checklists, and variables that you create when you create form fields. The more form fields you add, the more variables you will have access to. You can add variables anywhere in the template editor where you see the magic wand icon
Variables allow you to use data you’ve collected in your checklist in other parts of your checklist, as well as pushing that data out to other apps via an integration. Say you want to add a summary of all the form fields you collected in a checklist so a manager can take a quick look, without having to go through the whole checklist – variables let you do just that!
In another example, you have collected the name, email address and contact details of a new client in your checklist. You don’t want to have to type out that information again in your CRM, so you can use an integration to look up those form fields and pull that data directly into your CRM. Clever stuff, eh?
Pro tip: Don’t name all your form fields (variables) in a similar way, e.g. by always using ‘Meeting date’ for all meeting dates even on separate tasks. Instead, try naming them in a specific way, for example: ‘Sales Meeting date’ or ‘Project Meeting date’, as this will allow you to identify the correct one you want to use when you need to search for them.
Remember that all the data captured in your checklists can be viewed and exported from your Checklist Dashboard at any time.
One of our customers, Alarca Realty, have really seen the benefits of using Process Street in their business. Their team…
“…greatly benefited from the ability to create complex workflows without making them confusing or difficult to follow. This is in large part thanks to the fact that each task can include various details such as sub-tasks and other form fields that keep the checklist compact and elegant while including rich information.”
Put it into practice
- Head over to your template editor to start building in some form fields
- Add in some variables if you’re ready to do that
- Then run a new checklist and start filling out your form fields
- Complete the updated checklist when you’re done
- Finally, take a look over at your Checklist Dashboard to see how that data displays
- Watch our Introduction to Forms video
- Watch our video for how to use form fields to Integrate Client Onboarding
- Contact our Customer Success team for support