Fields let you manage metadata in your Welcome instance.
Note: Labels and custom fields were merged into one category called fields. The Additional information tray in tasks was also deprecated.
In this article, you will learn how to:
The Fields tab lets you make field type changes, and add fields to templates and workflows.
Click Add field to add fields to the task.
Note: Add field is not available for rigid workflows.
As an admin, select your avatar > Fields as shown in the following brief video:
Click Add Field and select the type of field you want. In the following video example, a dropdown is added. Click Create to save the field definitions.
After adding a field, apply the field to templates or workflows.
Apply fields to workflows
To apply fields to workflows, select your avatar > Workflow.
Locate the Fields section in the workflow. You can mark fields as mandatory on task creation or task completion by clicking the option menu (...) next to the field.
Drag and drop fields into an order as shown in the following video:
Field values can also be preselected for workflows, which display for tasks created with the workflow:
Note: Rigid workflows can have additional requirements such as adding the edit fields action to a step.
Fields coming from a brief or a campaign automatically carry over to the Fields tab. If there is a task workflow with fields defined in settings, only those fields inherit the values from brief or campaign.
Questions? Contact email@example.com.