Base Workflow: How to add custom fields in

Sửa đổi trên: Wed, 28 Tháng 8, 2024 tại 12:23 CH

1. How to add Custom fields

To add custom fields in a workflow, go to https://workflow.base.vn or choose the Workflow icon on the app bar.

Step 1: Select a workflow and click on "Custom Fields" on the top menu bar

Step 2: Then select "Create"

Step 3: Fill in the information for this field

Note: 

•  Link to (Stage): Select "Initial input" then the job assignee/job creator will have to fill in this custom data field information at the first task creation step of the workflow.

•  Other positions: is the position of the custom field, if you choose First then that field will be the First information the user must fill in when moving to the next step.

Example 1: If select "Initial input" with the data field "Phone number", when creating a new job, the user will need to fill in this field.

Example 2:  If select a specific stage, after moving the job to the next stage, a pop-up box will appear asking to fill in relatable information.

2. How to add Custom fields in Table format 

a. Add directly in Workflow
- Step 1 : In the custom field creation screen, select Table format

Step 2: Fill in the data field name and column information in "Explain of this field" section.

Information in the Structured Explanation section: A [Option 1, Option 2, Option 3] (x)
In which:

          A: Column name

         [1,2,3]: Options (if any)
         (1): column width, 1 unit = 100px
For example:

- Date (1): column name - Date, format - text, width - 100px

- Type [Dry, Drinks] (1): column name - Type, format - select (2 options), width - 100px

Step 3: Add other additional information and select "Add new field" to create a custom field. Then the table will display as below:

b. Add from Excel 

To add custom fields from an Excel  > Click on "View template" to download the sample file to your computer.

Similar to other fields, with the table input data type, you also enter similar information, details as in the following demo image:

• Name: Data field name

• Type: Data type.  has values int (natural number), float (decimal number), text (letter + number), date (date), datetime (date and time), textarea, dropdown list (list of values), file, title. The Dropdown list field will enter a list of options here, each value separated by a comma. 

• Content: Data field explanation

• Required: Field required or not required

• Input key: Data key

After entering the custom field information into the Excel file is complete > Drag and drop the file from the computer's folder to the custom field creation section in the workflow.

c. Set up custom print templates with Table data

- Variable syntax: ${inputkey-1-2} corresponds to the coordinates of row 1 - column 2 of the table.

- Input-key is the ID data.

- Sample form:

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