Working with Form Fields
Collecting Data with Form Fields
Form fields let you collect structured information at each step of your process. This data can be used for reporting, automation, and downstream steps.
Available Field Types
| Field Type | Use For |
|---|---|
| Short Text | Names, titles, short answers (can enforce email, URL, or number validation) |
| Long Text | Descriptions, notes, detailed responses (supports rich text) |
| Dropdown List | Single selection from predefined options |
| Checklist | Multiple selections allowed, can require all or at least one |
| Radio Buttons | Single selection, all options visible |
| Date | Dates and optionally times from a calendar picker |
| File Upload | Documents, images, attachments (up to 100MB each) |
| Table | Tabular data with user-defined columns and rows |
| Assignee Picker | Select a Tallyfy member or group for assignments |
Field Settings
Each field can be configured with:
- Label - What the user sees (make it clear and specific)
- Guidance Text - Additional help shown below the field label
- Required - Must be filled before completing the step
- Default Value - Pre-populated value that can be changed
- Placeholder - Example text shown in empty fields
Using Field Data
Data collected in form fields can be:
- Referenced in later steps - Show collected data to inform next steps
- Used in automations - Trigger actions based on field values
- Included in emails - Merge field data into notifications
- Exported for reporting - Analyze data across processes
Conditional Fields
Show or hide fields based on other field values:
- If "Request Type" equals "Refund", show "Refund Amount" field
- If "Country" equals "USA", show "State" dropdown
- Keeps forms clean and relevant to each situation
Best Practices
- Only collect data you will actually use
- Use dropdown/radio for consistency when options are known
- Make fields required only when truly necessary
- Provide clear help text for complex fields
- Test your forms before publishing the template
Next Steps: You have completed Module 2! Take the quiz to test your knowledge, then continue to Module 3 to learn about Processes.
Completed!