Fields collect, store, and pass information, such as text, numbers, dates, and files.
Examples of Use
Fields are likely to be a part of every process that you create on Catalytic.
- An Approval field could capture whether or not a travel request is approved or rejected.
- A Campaign Start field could define when a marketing campaign should launch.
- An Upload Spreadsheet field could allow process participants to upload an Excel spreadsheet.
How to Add Fields
- In your process template, select a task, then select Fields
- Select Add to list, type the name of your first field and press Enter
- Add additional fields by typing the field names and pressing Enter
How to Configure Fields
To change the field type or other attributes, select the field and then select the attribute to update:
- Name: Change the field name that is displayed to people. Note that this does not change how to reference the field value when building.
- Type: Select the field type:
- Text: Displays as a text box
- Decimal: Displays as a text box that requires a number
- Integer: Displays as a text box that requires a whole number
- Date: Displays a calendar to select a date that is not timezone sensitive
- Date & Time: Displays a calendar to select a date and a clock to select a time based on the user's current time
- True or False: Displays a drop-down list to select true or false
- Choose One: Displays a drop-down list of values that you input (one value per line). The user may only select one value from the list.
- Choose Multiple: Displays a drop-down list of values that you input (one value per line). The user may select multiple values from the list.
- File: Displays a control for a user to upload a file
- Instructions: Displays static information to the user and does not require input. Use to display section headers, guidance, images or other details in between other fields. Markdown formatting is supported.
- Required: By setting a field to required, the user must add a value before completing a task or submitting a web form
- Description: Appears above the field, providing guidance to the user
- Default: Sets the default value of the field that users can choose to leave as is or change
- Example: Appears below the field, providing a sample value for this field
- Conditions: Show or hide the field based on other field values (see Field Conditions for details)
- Permissions: Limit which users can view values for the field (see Field Permissions for details)
How to Reorder Fields
- Select the pencil icon in the upper-right corner
- Drag-and-drop the fields to change the order
- When finished, select the check icon
- Add Process Template Fields to gather information before the process starts or from a public web form
- Learn to Reference Fields to insert field values in task instructions, task configuration and documents
- Configure Field Permissions to control access to sensitive or confidential fields
- Use Field Conditions to show or hide fields based on field values
- Use Globally Available Fields to reference information about process templates, processes, and tasks
- Fields are used throughout the entire process. If you add a field with the same name as a field that already exists, Catalytic will treat these as the same field. It will also override any of the original field settings. Example: If you have a Choose One field in task 1, then use the same field name as the output of a field formula in task 2, the field will take on the new Text field type. It will no longer be Choose One.
- Use short names for fields. Add descriptions and examples to provide additional guidance.
- Field descriptions can handle other field references and globally available fields. However, formatting via markdown is not currently supported.
- When fields are necessary for automated actions, always set them to be required.
- When a field is pulled in via a trigger, review of the field value may be desired. In this case, add the field into the desired task. The value will populate as the default value and can be reviewed/edited as necessary.
- Default values can be used to insert various files into the template for use within each process run. A common example would be uploading excel or word templates as default values. Note: When a file type field contains a default value, it will automatically change to hidden so it doesn't appear during the process runs.
- If a field contains a default value, remove the value before deleting the field to ensure it is completely removed from the template.