Form Field Types Reference

Action steps collect information through form fields. There are eight field types. Choosing the right type makes forms easier to complete and data easier to use in branch conditions.

Text

A single-line text input for short free-form answers: names, reference numbers, brief reasons.

• Use equals, not equals, or contains in branch conditions
• When to use: subject lines, IDs, short descriptions

Textarea

A multi-line text input for detailed answers: justifications, comments, notes.

• Cannot be used in branch conditions
• When to use: detailed descriptions, explanations, remarks

Number

A numeric input (integers and decimals). Supports all comparison operators in branch conditions.

• When to use: amounts, quantities, percentages, counts
• Branch condition example: route to Finance if amount >= 5000

Dropdown

A single-choice selector shown as a compact select menu. Define the option list at design time.

• Best when there are 5 or more options
• Use equals or not equals in branch conditions
• When to use: department, category, country, long fixed-option lists

Radio

A single-choice selector shown as radio buttons side by side. All options visible at a glance.

• Best for 2–4 options: Approve/Reject, Yes/No, Low/Medium/High
• Use equals in branch conditions
• When to use: approval decisions, priority levels, leave type

Checkbox

A multi-choice selector. The assignee can pick one or more options.

• Use contains in branch conditions to check if a specific option was selected
• When to use: systems to provision, multi-select configurations, checklists

File

A file upload field. Single file per field, maximum 10 MB, any format.

• Cannot be used in branch conditions
• Files accessible via the instance detail view
• When to use: receipts, supporting documents, signed forms, evidence

Date

A date picker. Enable Include time to also capture a time component.

• Date-only: YYYY-MM-DD | Date-time: YYYY-MM-DDTHH:MM
• Use equals, greater than, less than in branch conditions
• When to use: start dates, end dates, event dates, deadlines

Quick reference

Scenario	Field type
Approve / Reject decision	Radio
Category from long list	Dropdown
Multiple systems to set up	Checkbox
Budget amount	Number
Expense receipt	File
Project start date	Date
Detailed explanation	Textarea
Reference number	Text

See also

• Required vs Optional Fields
• Choice Fields: Dropdown, Radio, and Checkbox
• Date and Date-Time Fields