Up to 3 custom fields can be added if required, these are added when creating the template.
Step 1: Click on the custom fields tab at the top of the page
Step 2: Select Add field, which will open a new dialogue bow
Step 3: Enter the custom field name – this is what will be displayed in the workflow list
Step 4: Select the fields type (this will be the way the field name is answered), drop down, text fields or a prepopulated supplier drop down. There is also an option for a project code. This will give the workflow a unique code starting at 1000 and increasing in increments of one.
Step 4.1: If selecting drop down, the drop downs will need to be added by selecting the edit options button which appears: up to 5 drop downs can be added
Step 5: Show in list Y/N. Typically yes, however if selecting No the custom fields will not appear in the workflow project list view as shown below
Step 6: To amend the custom field select the edit button on the left-hand side
Step 7: Delete any custom fields by select the field and clicking on the red delete icon
Step 8: Custom fields can be turned on or off any at stage using the toggle on/off option
Dropdown option – You can build in pre-defined options for the user to select from when generating a workflow.
Pre-populated dropdown (suppliers) – This option will display a list of the company suppliers, only one supplier can be selected from the list.
Text – This will allow the user to enter their own info using a blank text field
Project Code – This option will assign the workflow with a unique product code which starts at 1000 and increases in increments of 1 for any new workflows created.