How to add custom field in workflow

Updated: 3 Apr 2025
Article #: 244


 

This section shows how to add custom field in the workflow.

 

 

 

1. Click "+ Field" in bottom left corner.

 

2. Type in the necessary details for the custom field 

 

 

 

 

3. Select the type of the field. 

 

 

4. Check the options needed

 

Is field required: recipient needs to answer the field.

Hide Field in application and use placeholder as default value: Will require a placeholder to keep recipients from answering the field. 

 

5. Click button to add after completing the field

 







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