{"id":5615,"date":"2023-08-25T08:00:18","date_gmt":"2023-08-25T08:00:18","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/form-fields\/"},"modified":"2026-06-11T10:27:56","modified_gmt":"2026-06-11T10:27:56","slug":"form-fields","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/form-fields\/","title":{"rendered":"How to Use Form Fields in a Workflow"},"content":{"rendered":"<p>Form fields are essential for collecting and storing data, such as files, names, email addresses, notes, and URLs, within your <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\">workflow runs<\/a>.<\/p>\n<p>They help you capture information from users, pass data between tasks and apps via variables, and maintain a complete record for future reference.<\/p>\n<p>When someone enters data into form fields in your workflow runs, all that data is stored so that you can refer back to it at any time. It doesn&#8217;t matter whether a new hire enters their personal information into your onboarding workflow run, or a new client gives you a brief for a project you&#8217;re working on together, or a freelance writer gives you suggestions for their latest blog post. It&#8217;s all there in your workflow run.<\/p>\n<p>Form fields also allow you to pass and receive data from one part of your workflow run to another, as well as from one app to another when you use <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">automations<\/a>. This is possible when you use form fields as <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variables<\/a>.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>You convert a lead to a customer in your CRM, this action triggers an automation that runs a workflow in <a href=\"https:\/\/www.process.st\/\">Process Street<\/a>. The form field variables in your workflow run are matched with data in your CRM so that this information is automatically filled out in your workflow run when it&#8217;s created<\/li>\n<li>You want a manager in your team to see a synopsis of all the important data in your workflow runs, but you don&#8217;t want them to have to search for it in separate tasks. <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">Variables<\/a> allow you to create a summary of all this data in one place<\/li>\n<li>At the end of one workflow run, you click on a <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run link<\/a> that kicks off another workflow run. Some of the form fields in the first run are used to fill out the name and form fields in the new workflow run. This means you don&#8217;t need to manually copy over that data, as the run link creates it for you, automatically<\/li>\n<\/ul>\n<p><b><i>Users: Only Administrators or <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-full-member\/\">Builders<\/a> with &#8216;edit&#8217; access can add or modify form fields in workflows.\u00a0<\/i><\/b><\/p>\n<h2>Forms introduction video<\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/3LFg9gHUWu8\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h2>Getting started with Form Fields<\/h2>\n<p>Start in your <a href=\"https:\/\/www.process.st\/help\/docs\/template-dashboard\/\">library<\/a> and select the <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\">workflow<\/a> you wish to edit. Click the &#8220;<strong>Edit<\/strong>&#8221; button at the top of your screen.<\/p>\n<p>Select the task you wish to add form fields into, then look for the form field\/s you&#8217;d like to use from the right side of your screen.<\/p>\n<p>Drag and drop the required form fields into place in the center of your screen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16452\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-add.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also click on the desired form field to insert it into the task. This would place the form field at the bottom. To change its placement, you can drag and move it to the desired place or use its <strong>three-dot menu<\/strong> to move it around.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16453\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-move.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>To delete a form field, you can click the <strong>three-dot menu<\/strong> in the top right corner of the field.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16451\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-delete.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also move a form field from one task to another. Click the <strong>three-dot menu<\/strong> in the top right corner of the field and select <strong>Move to Another Task.\u00a0<\/strong>Then select the task to which you want to move the field. Once the form field has moved, you can drag and move it to the desired place.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16454\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-move-to-another-task.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>The dot in the top left corner of the form field indicates that it has been moved from another task. Once you publish your workflow, the dot will disappear.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14673\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/blue-dot1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2>A longer forms example<\/h2>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/WKZUdFG026I\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3>How we built the process above<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/0fvQz69b6AM\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p>Want more information about how to automate your workflow runs? Check out our e-book on <a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\">how to use Zapier to automate tasks<\/a>.<\/p>\n<h2>Different form fields explained<\/h2>\n<p>Form fields available are:<\/p>\n<ul>\n<li>Short text field<\/li>\n<li>Long text field<\/li>\n<li>Email field<\/li>\n<li>Website field<\/li>\n<li>File upload field<\/li>\n<li>Date field<\/li>\n<li>Numbers field<\/li>\n<li>Dropdown field<\/li>\n<li>Multi-choice field<\/li>\n<li>Users field<\/li>\n<li>Table field<\/li>\n<li>Snippet field<\/li>\n<li>Hidden field<\/li>\n<\/ul>\n<p>When you add a form field, you must give it a name or a label. This allows you to identify different forms when using them as <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variables<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> or in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic rules<\/a>.<\/p>\n<p><strong>Pro tip:<\/strong> Don\u2019t name all your form fields (variables) in a similar way, for example, don&#8217;t use \u2018<em>Meeting date<\/em>\u2019 for all date fields that you add. Instead, try naming form fields in a <em>specific<\/em> way, for example: \u2018<em>Sales<\/em> Meeting date\u2019 or \u2018<em>Project<\/em> Meeting date\u2019. For names use &#8216;Client <em>first<\/em> name&#8217; and &#8216;Client <em>last<\/em> name&#8217;. This will allow you to identify the correct one you want to use when searching for them.<\/p>\n<h3>Short text field<\/h3>\n<p>The short text field is best suited for recording aspects such as employee or company names &#8211; any data that is guaranteed to be no more than a couple of words. The character count in short text fields is 254 characters.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/#add-variables-in-subtasks\">subtasks<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>.<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16441\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-short-text.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Short text field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set the minimum or maximum number of characters you want to allow and add a note into the placeholder to reflect the validations that have been set. You can also set a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<h3>Long text field<\/h3>\n<p>The long text field is best utilized for extra details or any information that 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.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>.<\/em><\/p>\n<p><strong>Note:<\/strong> When using rich text setting on a long text form field, this will give an expected line break when used as variable<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16445\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-long-text1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Rich text settings<\/strong><\/p>\n<p>When you add a new long text form field to a workflow, it will be set to receive rich text formatting by default.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-8505\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/Long-text-rich-text.gif\" alt=\"Rich text settings in long text form fields\" width=\"100%\" \/><\/p>\n<p>In exiting workflows, click the <strong>three dots<\/strong> on the right side of the form field, click <strong>settings<\/strong>, then switch to <strong>rich text<\/strong>.<\/p>\n<p><strong>Note:<\/strong> When you use this form field as the output from an <a href=\"https:\/\/www.process.st\/help\/docs\/ai-tasks\/\" target=\"_blank\" rel=\"noopener\">AI task<\/a>, the text will be automatically formatted for you.<\/p>\n<p><strong>Long text field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set the minimum or maximum number of characters you want to allow and add a note into the placeholder to reflect the validations that have been set. You can also set a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<h3>Email field<\/h3>\n<p>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. It will also allow you to use that email address in a <a href=\"https:\/\/www.process.st\/help\/docs\/role-assignments\/\">Role Assignment<\/a>.<\/p>\n<p>Storing email addresses in these fields also makes it easier to <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\">integrate your workflow run with another app<\/a> to send emails automatically. The information is separate and so easier to locate.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>.<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16446\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-email1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Email field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set which email domains you&#8217;d like to allow or block, and add a note into the placeholder to reflect the validations that have been set. You can also set a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<h3>Website field<\/h3>\n<p>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 <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\">integrations<\/a> a cinch.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>.<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16448\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-website.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Website field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set which website would you like to show as a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<h3>File upload field<\/h3>\n<p>The file upload field allows the user working on a workflow run to upload any important file of their choice into it. For example, if an important document needs to be signed, a copy of the signed version can be scanned and then uploaded to your workflow run for safekeeping. See <a href=\"https:\/\/www.process.st\/help\/docs\/file-upload-limits\/\">file upload limits<\/a>.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, but not in Conditional Logic or workflow run links. <\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14681\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-upload.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>File upload field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, hover over it and you&#8217;ll see a <strong>three-dot menu<\/strong> in the top-right corner of the field. Click here and select <strong>Settings<\/strong> to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set which document types you would like to allow (e.g. PDF, jpeg etc) and add a note into the placeholder to reflect the validations that have been set.\u00a0Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<p><strong>Extracting text from file uploads<\/strong><\/p>\n<p data-start=\"274\" data-end=\"499\">You can extract plain text from uploaded files (PDFs, Word documents and text files).\u00a0This allows you to feed that text directly into <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variables<\/a> and use the text with <a href=\"https:\/\/www.process.st\/help\/docs\/ai-tasks\/\">AI Tasks<\/a>. Learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/extract-text-file-uploads\/\">using text extraction<\/a>.<\/p>\n<h3>Date field<\/h3>\n<p>Date fields are perfect for just that &#8211; dates. Whether you&#8217;re recording the date that workflow run was started, 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.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable,<\/a> in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>, however, you cannot use it in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>. <\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-7910\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/form-field-date.png\" alt=\"\" width=\"100%\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/form-field-date.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/form-field-date-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/form-field-date-768x384.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><strong>Date field rule validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, hover over it and you&#8217;ll see a <strong>three-dot menu<\/strong> in the top-right corner of the field. Click here and select <strong>Settings<\/strong> to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. Click <strong>Add rule<\/strong> to set whether the due date should be before or after a specific date or a dynamic date from the workflow. Click <strong>Save<\/strong> to save the validation settings.<\/p>\n<p><em><strong>Note<\/strong>: You can create a maximum of two rules to set date validation <strong>before<\/strong> and <strong>after<\/strong> certain dates.<\/em><\/p>\n<p>Date fields can be used in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a> and can be used to set <a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">Dynamic Due Dates<\/a>. If you have a <a href=\"https:\/\/www.process.st\/help\/docs\/running-checklists\/\">workflow run<\/a> with a date form field in it, you can select a date (adding a time is <a href=\"https:\/\/www.process.st\/help\/date-form-fields-forms-expanded\/\">optional<\/a>).<\/p>\n<p>For any <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">automations<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\">dynamic due dates<\/a> where you <em>haven&#8217;t<\/em> set a time, the default time will always be\u00a0<strong>8 AM in your <a href=\"https:\/\/www.process.st\/help\/docs\/managing-organization-timezone\/\">Organization timezone<\/a><\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16457\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-date.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Date field time validations<\/strong><\/p>\n<p>You can choose to make the time selection optional, required or excluded for the date field. Once you&#8217;ve added the field in the workflow editor, hover over it and you&#8217;ll see a <strong>three-dot menu<\/strong> in the top-right corner of the field. Click here and select <strong>Settings<\/strong> to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. Under <strong>Time<\/strong>, select either <em>Optional<\/em>, <em>Always<\/em> <em>included<\/em> or <em>Excluded<\/em>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9683 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-scaled.png\" alt=\"\" width=\"2560\" height=\"1250\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-300x146.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-1024x500.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-768x375.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-1536x750.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-field-settings-2048x1000.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>Selecting <strong>Optional<\/strong> will default time to <strong>8 AM in your profile timezone<\/strong> when a date is set. While on the date picker, the user will have the option to remove the time by clicking the <strong>X<\/strong> above the time box. When the date field variable is used, it will reflect the date with or without time (depending on whether a time is added or not).<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9681 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-scaled.png\" alt=\"\" width=\"2560\" height=\"1148\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-300x135.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-1024x459.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-768x344.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-1536x689.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-option-remove-2048x918.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9682 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-scaled.png\" alt=\"\" width=\"2560\" height=\"1147\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-300x134.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-1024x459.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-768x344.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-1536x688.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-optional-2048x917.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>Selecting <strong>Always included<\/strong> will default time to <strong>8 AM in your profile timezone<\/strong> when a date is set. While on the date picker, the user will not have the option to remove the time, but will only have the option to change the time. When the date field variable is used, it will reflect the date with time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9680 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-scaled.png\" alt=\"\" width=\"2560\" height=\"1080\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-300x127.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-1024x432.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-768x324.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-1536x648.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-included-2048x864.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>Selecting <strong>Excluded<\/strong> will not show the time option while on the date picker. The user will not have the option to add time. When the date field variable is used, it will reflect the date without time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9678 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-scaled.png\" alt=\"\" width=\"2560\" height=\"1142\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-300x134.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-1024x457.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-768x343.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-1536x685.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-time-2048x913.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-9679 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-scaled.png\" alt=\"\" width=\"2560\" height=\"1083\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-300x127.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-1024x433.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-768x325.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-1536x650.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/date-excluded-2048x867.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>Number field<\/h3>\n<p>Numbers fields allow you to collect specific numbers in your workflow runs, either a percentage, numbers with a set count of digits, a pre-determined value or negative numbers.<\/p>\n<p>You can use keyboard prefixes or suffixes, or copy\/paste emojis to denote which number you&#8217;re looking to capture.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16447\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-number1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Number field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set the number of minimum or maximum digits or value, the symbol (currency, emoji, or % for example) or if you&#8217;d like to accept negative numbers. Add a note into the placeholder to reflect the validations that have been set. You can also set a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable,<\/a> in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>\u00a0and in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links.<\/a><\/em><\/p>\n<p><strong>Note:<\/strong> Number fields are limited to 16 digits, for any longer requirements, use a short text field instead.<\/p>\n<h3>Dropdown field<\/h3>\n<p>Dropdowns are a fantastic way to add choices into your workflow runs. They allow users to select a single option from a dropdown list that you have predetermined.<\/p>\n<p>For example, a potential drop-down could be &#8220;Project Status&#8221;, and the options could be &#8220;Incomplete&#8221;, &#8220;Awaiting Review&#8221; and &#8220;Complete&#8221;.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>. You can also set <a href=\"https:\/\/www.process.st\/help\/default-values-dropdowns-user-fields\/\">default values on dropdowns<\/a>.\u00a0<\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16601\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-dropdown.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Pro tip:<\/strong> To delete a dropdown field, use the backspace key or <strong>trashcan icon<\/strong> next to the field. To add more fields as options hit the enter key or click <strong>+ Add option<\/strong>.<\/p>\n<p>You can also connect a <a href=\"https:\/\/www.process.st\/help\/docs\/data-sets\/\">Data Set<\/a> to the dropdown field and auto-populate the dropdown options.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14596\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Connect-a-dropdown-to-a-data-set.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Multi-choice field<\/h3>\n<p>The multi-choice field is similar to the dropdown field, except that multiple options can be chosen at once instead of only one.<\/p>\n<p>For example, you could have multiple options that you can include in a package for a client. Package A, B, C, D, E, and F. With the multi-choice field you can select all of the relevant options that the client may want, so you could select all or some of the choices.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\">Conditional Logic<\/a>, however, you cannot use it in <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>. <\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16602\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-multichoice.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Pro tip:<\/strong>\u00a0 To delete a dropdown field, use the backspace key or <strong>trashcan icon<\/strong> next to the field. To add more fields as options hit the enter key or click <strong>+ Add option<\/strong>.<\/p>\n<h3>Users field<\/h3>\n<p>The Users field displays the organization members you can assign \u2014 Admins, Builders, and Users \u2014 from your Process Street account. You can also limit the list to only display users in a certain <a href=\"https:\/\/www.process.st\/help\/docs\/groups\/\">group<\/a>.<\/p>\n<p>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 is the client&#8217;s Account Manager.<\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, in <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/#member-fields\">conditional logic<\/a>, and in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a>, but not in workflow run links. You can also set <a href=\"https:\/\/www.process.st\/help\/default-values-dropdowns-user-fields\/\">default values on users fields<\/a>.\u00a0<\/em><\/p>\n<h3><img decoding=\"async\" class=\"alignnone size-full wp-image-14684\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-members1.png\" alt=\"\" width=\"100%\" \/><\/h3>\n<p><em><strong>Note:<\/strong> You can assign Admins, Builders, or Users via the Users field. Guests are not included.<\/em><\/p>\n<h3>Table field<\/h3>\n<p>Table form fields can be created in the editor and then whoever is completing the workflow run can fill details directly into the table cells.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-8508\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/New-table-form-field.gif\" alt=\"Table form fields \" width=\"100%\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>You can also add static text or use <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" target=\"_blank\" rel=\"noopener\">variables<\/a> to populate table cells. Click on the <strong>three-dot<\/strong> menu on the side of the table form field and select <strong>&#8216;Settings&#8217;.<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9602 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-scaled.png\" alt=\"\" width=\"2560\" height=\"1257\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-300x147.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-1024x503.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-768x377.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-1536x754.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-settings-2048x1005.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Type the static text or add the variables in the &#8216;Default answer&#8217; field. If you have multiple columns, separate each column value with a comma. If you have multiple rows, enter each row value as a separate line. Click on &#8216;Apply&#8217;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9603 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-scaled.png\" alt=\"\" width=\"2560\" height=\"1255\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-300x147.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-1024x502.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-768x376.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-1536x753.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-default-answer-2048x1004.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>The static text and variables will preview on the table form field after applying.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9604 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-scaled.png\" alt=\"\" width=\"2560\" height=\"1263\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-scaled.png 2560w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-300x148.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-1024x505.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-768x379.png 768w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-1536x758.png 1536w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variables-2048x1010.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Tables can be rendered elsewhere in your workflows, in text content fields or in the send email widget.<\/p>\n<p>When you add the table variable in a text content field on another task, the table will automatically preview on the workflow run.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8569 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable.png\" alt=\"\" width=\"1437\" height=\"716\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable.png 1437w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-300x149.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-1024x510.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-768x383.png 768w\" sizes=\"auto, (max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-8568 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-preview.png\" alt=\"\" width=\"1436\" height=\"718\" srcset=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-preview.png 1436w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-preview-300x150.png 300w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-preview-1024x512.png 1024w, https:\/\/www.process.st\/help\/wp-content\/uploads\/2023\/08\/table-variable-preview-768x384.png 768w\" sizes=\"auto, (max-width: 1436px) 100vw, 1436px\" \/><\/p>\n<p><em>This form field can be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a>, and can be shown\/hidden when using <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/#member-fields\">conditional logic<\/a>.<\/em><\/p>\n<h3>Snippet field<\/h3>\n<p>A snippet field can only be seen when editing a workflow and is used for passing text or <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a> data (or both) into Process Street\u2019s <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">automations<\/a>. This field can <strong><em>only<\/em><\/strong> be used with Process Street Automations.<\/p>\n<p>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 any <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a> data fields into your message that you need.<\/p>\n<p>For example, you can create a custom message in a workflow, which you use to send out, via an automation, to your team\u2019s Slack channel. Learn more about how to create <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">automations<\/a> for Slack and other apps.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14685\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-snippet.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can also use a snippet field <em>without<\/em> variables, to pass data into another app via an integration, for example, a picklist in <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\">Salesforce<\/a>.<\/p>\n<h3>Hidden field<\/h3>\n<p>A hidden field can only be seen when editing a workflow and can be filled in by populating the field with data using <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">integrations<\/a>. This field is best suited for recording vital information that will never change and is unique.<\/p>\n<p>For example, an email could change, so it&#8217;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.<\/p>\n<p><em>This form field can <strong>only <\/strong>be used as a <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\">variable<\/a> or in <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\">Automations<\/a> and <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\">Integrations<\/a>. <\/em><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16449\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-settings-hidden.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Type your label in so that you can identify the correct field when using it as a variable or in integrations.<\/p>\n<p><strong>Hidden field validations<\/strong><\/p>\n<p>Once you&#8217;ve added the field in the workflow editor, you&#8217;ll see the <strong>Settings <\/strong>cog on the right side of the response field. Click on it\u00a0to open the <a href=\"https:\/\/www.process.st\/help\/form-field-validation\/\">validation<\/a> settings. From here, set a default value to auto-fill this form field. Click <strong>Apply<\/strong> to save the validation settings.<\/p>\n<hr \/>\n<h2>Auto-fill Form fields<\/h2>\n<p>You can <a href=\"https:\/\/www.process.st\/help\/docs\/auto-fill-form-fields\/\">auto-fill your form fields<\/a> with a default value or a form field variable that would populate as soon as your workflow runs. You can also use a variable as the default value, as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16456\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-default.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once the workflow runs, you can also override the default value or reset the overridden value back to default.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14669\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/prefill-reset.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>When a form field is filled out, you can see who updated it along with a timestamp of when it was updated.<\/p>\n<hr \/>\n<h2>Required fields<\/h2>\n<p>You can set form fields to be <strong>required fields<\/strong> so that when someone is filling out your workflow run, they can\u2019t complete that task (or the workflow run overall) before they have filled out the required data.<\/p>\n<p>To make a field required, edit your workflow and check the &#8220;<strong>Required<\/strong>&#8221; checkbox underneath the fields you&#8217;d like to make mandatory.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16455\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-required.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>Form fields as variables<\/h2>\n<p>The information in form fields can also be pushed into other <a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">text<\/a>, \u00a0<a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">email widgets<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">embed widgets<\/a> in your workflow run, or even into other apps using <a href=\"https:\/\/www.process.st\/help\/docs\/integration-links\/\">integration links,<\/a> <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\">automations<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/checklist-run-link\/\">workflow run links<\/a>.<\/p>\n<p>For example, you could set up an email address form field to capture an employee&#8217;s email address. Then, when the form field is filled out, that information can be pushed into a <a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">text<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\">email widget<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">embed widget<\/a> without having to manually copy and paste.<\/p>\n<p>You can also fill a <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/#snippet-field\">snippet field<\/a> with variables to pass information to other apps via automations. However, this field will remain hidden in a workflow run.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16458\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-variable.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-16459\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/form-field-add-variable.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<h2>Using Data Sets as variables<\/h2>\n<p>You can connect <a href=\"https:\/\/www.process.st\/help\/docs\/data-sets\/\">Data Sets<\/a> with workflows to populate your form fields with dynamic information from that data set.<\/p>\n<p><a href=\"https:\/\/www.process.st\/help\/docs\/data-sets\/\"><img decoding=\"async\" class=\"alignnone size-full wp-image-14662\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Data-set-variable-defaults-scaled.gif\" alt=\"\" width=\"100%\" \/><\/a><\/p>\n<p>Follow the steps here to use <a href=\"https:\/\/www.process.st\/help\/docs\/auto-fill-form-fields\/#autofilling-form-fields-with-data-sets\">data sets as variables<\/a> in your workflows.<\/p>\n<p>Learn how to add content into your workflows with these content widgets:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/image-widget\/\">Image widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/text-widget\/\">Text widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/video-widget\/\">Video widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-widget\/\">File widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\">Subtasks<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\">Email widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/embed-widget\/\">Embed widgets<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/page-widget\/\">Page widgets<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Form fields are essential for collecting and storing data, such as files, names, email addresses, notes, and URLs, within your workflow runs. They help you capture information from users, pass data between tasks and apps via variables, and maintain a complete record for future reference. When someone enters data into form fields in your workflow [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[158],"ht_kb_tag":[159,184,160],"class_list":["post-5615","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-build-edit-workflows","ht_kb_tag-editing","ht_kb_tag-form-fields","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":28,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5615\/revisions"}],"predecessor-version":[{"id":10054,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5615\/revisions\/10054"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5615"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5615"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}