Workflow fields let you store extra data used during workflow execution. You can control how fields appear and whether users can edit them.

Create a new workflow field

1. Go to Automation.
2. Open the Workflows tab.
3. Select Workflows in Feed.
4. Choose a workflow.
5. Click Settings and select Customize fields.
6. Click Add field.
7. Complete the field settings and save.

Configure field settings

When creating a field, define the following options:

• Name - required. Enter a clear field name.
• Required - users must complete the field before starting the workflow.
• Multiple - allows entering more than one value.
• Type - select the field type.
• Default value - set a value that will be used automatically.
• Sort - controls the position in the field list. Lower values appear higher in the list.

Visibility options

1. Show in new item form - displays the field when creating an item.
2. Show in edit item form - displays the field when editing an item.
3. Read-only (new item form) - users can see the value but cannot change it when starting the workflow.
4. Read-only (item edit form) - users can see the value but cannot edit it later.

If the field is hidden, read-only settings have no effect.

Additional option

• Show field when creating a list item link - displays the field when adding an item link to a Feed message.