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!

Form Fields

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. 

Dropdown List
Have your recipient choose an option from a drop-down list. You can add options under the Options area.

Checklist
When you need to select one or multiple options. Please add your options under the Options area.

Radio Buttons
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)
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


Additional form settings include:

Name of field
A label that explains the requirement of the form field.

Guidance
Guidance text can be an additional description, instructions, or examples to help someone complete the field. It appears next to the name of the field in the task.

Field alias
A field alias is only required if you are using webhooks, so that you can refer to this field for an integration, i.e. passing data automatically from another system to this field.
A field alias is auto-generated, so editing the field alias is not recommended.

Options
Give the assignee options to select from under a certain field.

Required
Required indicates whether the completion of the field is 'optional' or 'required'.
'No' means it will be optional and it can be left incomplete.
'Yes' means it is required and it will need to be completed in order to proceed.



You can easily see if a user does not complete a form field in a completed task:


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