FORM > What types of form fields can I create?
Form fields gather information within processes, forms, and tasks. There are two types: Kick-off forms and blueprint step forms. The former requires information for a process to start. The latter can be incorporated within process steps.
Please remember that all plans can create form fields, but they are read-only on DOCS plans.
To learn more about Kick-off Forms, read this!
Tallyfy provides a number of form fields so that you can organize your information effectively.
|Small Text Area||
|| Text Field used to capture a single line of text. 200 character limit.
|Large Text Area||
|| Insert a large amount of text here with a 4,000 character limit.
|| Have your recipient choose an option from a drop-down list. You can add options under the Options area.
|| When you need to select one or multiple options. Please add your options under the Options area.
|| Radio Buttons are used to insert a number of options where someone can select a single option. You can specify the options under the Options area.
Date (Calendar) is used to capture a date (day, month and year can be selected). You can choose any year between 1900 and 9999.
*Please note: The date format of either mm/dd/yyyy or dd/mm/yyyy is as per your preferences set in your profile.
| File upload
|| Insert the option to upload multiple files up to 10Mb limit.
Accepted file types: xlsx, xls, pptx, docx, ppt, doc, rtf, pdf, txt, mpga, wav, mov, qt, mp4, jpg, gif, png, ai, psd, hdpkg, zip, anx, xml, xps, jpeg
You can easily see if a user does not complete a form field in a completed task: