Edit Process Fields

To edit process fields, follow the steps below.

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process in which you want to edit the work fields.

    The Activity Process or Checklist Process page appears.

  3. Click the required process card.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.

    The <Name of Work Process> Process Activities page appears.

  4. Click the Manage Fields card under the Work Process Essentials section.

    The Form for Work: < Work Process> page appears.

  5. Edit the fields as needed. Refer the Work Fields: Labels and Description

  6. Click the Add Fields option to add additional fields and enter the details.
  7. Click Save.