The Actions Field allows you to create and manage tasks directly within your forms. By adding an Actions Field to your templates, you can assign and track tasks related to specific forms, ensuring important tasks are documented and completed.
Note: only Organisation, Project and Team Controllers can add the Actions Field to any template through the Template Editor
To add an Actions field to your template, follow these steps:
1. Open the Template Editor for your template
2. Locate the 'Actions' field
3. Drag and drop the field at the desired location in your template. You can then name your field to provide more context to users
Tip:
In the field settings, which appear when hovering on the field, you can make this field required and/or hidden in PDF exports