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3. Employee Onboarding Flow - Fields
3. Employee Onboarding Flow - Fields
J
Written by JJ Galvez
Updated over 8 months ago

In this article, we'll explore the concept of Fields within the Editor mode of our Employee Onboarding flow. Let's dive in and learn how to effectively utilize fields to streamline your workflow.


Navigating the Editor:

Within editor mode, you'll find three main sections:

  1. Steps and Sections: Located on the left-hand side, this section lists all the steps and sections of your flow.

  2. Step Content: In the middle, you'll see the content for each individual step.

  3. Toolbar: On the right-hand side, the toolbar allows you to control different settings, including fields.


Adding Instructions:

  • Start by creating a step, such as "Read Me Instructions," and add relevant content.

  • Utilize features like adding images, headers, and emojis to enhance readability and engagement.


Adding Fields:

Fields are essential for collecting information. Here's how to add them:

  1. Click on "Fields" in the toolbar and select "New."

  2. Specify the name and data type of the field.

  3. Customize settings such as making the field required.

  4. Repeat the process to add multiple fields, such as first name, last name, personal email, manager, team, and start date.


Combining Field Types:

Mix and match different field types to create a comprehensive form. For example:

  • Text fields for names and emails.

  • Person fields to reference users within the organization.

  • Select fields for choosing options like team departments.

  • Date fields for specifying start dates.


Adding Default Values and Instructions:

  • Enhance user experience by providing default values for fields like IT person and HR.

  • Include helpful instructions within the form to guide users through the process.

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