You can collect data in the steps of your workflows.

The data can be set up as either required or optional data.

The data formats currently available are:

  • text input
  • choose from a list
  • upload image
  • upload file

In the future we'll be providing signature capture and date pickers. 

HOW TO DO THIS

To configure this data for a workflow step, go to the editing page for your workflow and click the file icon for the step you wish to collect data.

You can collect the following data:

  • Text/number input
  • Choose from a list
  • Attach file
  • Upload image

And you can make this data required or optional.

If you require the data, users of the workflow will not be able to complete the step until they enter the data. This data is then available via Zapier based triggers for updating other systems as well as being part of the checklist export.

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