Create custom fields in Flow tasks

You can now create custom fields directly in Upnify Flow tasks to capture additional information based on your operational needs.

You can use them to record specific data for each task and make it available in one, several, or all of your workflows.

Configure them from Flow

Go to Flow → Settings → Custom Fields to create, review, edit, activate, deactivate, delete, or reorder your fields.

✓ Define the field name and description.

✓ Select the type of information you want to capture.

✓ Configure the field as optional or required.

✓ Add input options when using lists or selection fields.

✓ Choose which workflows the field will be available in.

One field, only where you need it

With the Visible In option, you can make each field appear in all workflows or only in the ones you select.

The fields you add will appear within the task''s general information, together with the data your team already reviews during daily operations.

Examples of use:

• Equipment or asset number.

• Service type.

• Operational priority.

• Any other specific data your process requires.

Organize them the way you need

You can drag and drop fields to define the order in which they will appear within the task.

Note: these fields belong directly to Flow tasks and work independently from any fields that may be used within Forms.

Make Flow fit your operation better

Add the data your team actually needs to your tasks and keep the information organized within the same workflow.