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Fill-in Node

1. Node Functionality

Within a workflow, if members need to provide certain information to progress the execution of the process, it can be accomplished through a fill-in node. When filling in the record content, the node supports field permission settings (view, edit, required).

2. Node Configuration

2.1 Selecting the Fill-in Object​

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2.2 Setting the Filler​

The fill-in person (filler) can be selected from organization members, roles, or chosen from departments, etc.
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2.3 Setting Field Permissions for the Corresponding Fill-in Subject​

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Note: Click on this icon Snipaste_2023-06-19_15-22-07.png to access the settings for subtable field permissions.

3. Fill-in Workflow Result

When you receive a workflow that requires your input, you can view it in Notifications -> Workflows. After clicking on it, you can see which fields are editable. If there are mandatory fields, they must be filled in. After submitting the fill-in, when you reopen the workflow, you can see the fill-in records on the right side.