Entry Fields allow you to provide a space for users to enter text. Let's take a look at how you use them and why you might want to.

Why would you use an Entry Field?

Entry Fields are very useful for capturing important data from your users. Unlike Display Fields, they prompt a user to input something.

For example, if you're in the middle of your HR hiring Process, you could include Entry Fields to prompt users to enter their personal details, including address, name, email address, date of birth, years of experience etc.

How do you create an Entry Field?

Once you've mapped out your Process and understand that you need a field in which a user can enter some data, you'll need to create a Data Store Item that's fit for purpose.

Head over to the Data Store and hit the 'Add New Data Item' button

Choose the Data Type, Item Format, and enter any specific details as per below. In this example we're choosing String as the Data Type, and Text as the Item Format. This means we can use this Data Store Item to create and Entry Field that allows users to enter Text.

If you wanted a numerical entry field, for example, you could select Number as the Data Type. If you want a drop down with two options, you might want to choose Boolean as the Data Type.

Adding the Entry Field to the Process

By selecting a User Task you can take a look at the Details panel, where Sections can be seen and added. Each Section can contain one or more Fields. It's in a Section where we will add our Entry Field

If you click 'Add New Field' you will be show the below window where you can choose the 'field mode' which in this case will be entry. And, you can choose the Data Store Item you've made previously.

With your Data Store Item selected you'll be able to add a description, whether the item has any dependencies, whether it's required that the user complete this Task to continue, and whether you'd like to add any default values.


What next?

This is our run down of Entry Fields. Obviously we've shown you a specific example here, but you could also use Entry Fields to collect numerical data, or offer a drop down with multiple options. Have a play around and see what you can achieve.

If you have any issues or questions, be sure to contact Atlas Support using the icon in the bottom left of the screen.

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