Form Field Design

Every workflow can have a custom form that submitters fill out. These fields can also serve as inputs for conditional branches.

Field types

Field type	Description
Text	Short text input (name, title, etc.)
Long text	Multi-line input (description, notes, etc.)
Number	Numeric input (amount, quantity, etc.)
Date	Date picker
Dropdown	Single-select dropdown
Multi-select	Multiple checkboxes
User	Select a member in the organization (usable for dynamic assignment)
File	File upload (supports preview before submission)
Table	Structured multi-row data (purchase items, expense details, etc.)

Table fields

Table fields let submitters enter multiple rows of structured data. Each column has a type (text, number, date, dropdown).

Import multiple rows: Click "Import Multiple" to paste data copied from Excel or a spreadsheet. Each row of text becomes one table row.

Subtotal auto-calculation: If a table has quantity and unit price columns, you can add a subtotal column that multiplies them automatically. The subtotal is read-only — no manual entry needed.

Columns: Item Name | Quantity | Unit Price | Subtotal (auto = Quantity × Unit Price)

File fields

After selecting a file, click the preview icon next to the filename to open it in a new tab for review before submitting.

Fields and nodes

Different nodes can control which fields are editable vs. read-only. For example:

• Submitter sees all fields as editable when submitting
• Reviewer can only fill in "Review Comments" — all other fields are read-only

Using fields in conditional branches

Fields can drive conditional routing:

if Purchase Amount (number field) > 50000:
    → Finance manager second approval
else:
    → Complete

Tell the Agent what fields you need

When describing your workflow to SuperAdmin Agent, include the fields: "The purchase form needs: item name, quantity, unit price, purpose description, and a quote attachment upload."