Field type

Application suggestion

Short Text

Ideal field for simple or specific information, such as names and addresses.

Long Text

Ideal field for long or open-ended answers, such as descriptions, explanations, feedback, or activity briefing.

Dynamic Content

Dynamic fields pull existing information from the pipe and automatically fill a specific sentence with that information. They can be used as titles, descriptions, or explanations.

Think of them as highly customizable descriptive fields that use information from the process itself.

Attachment

Use this field to let users, guests, or requesters attach documents like resumes, budgets, PDFs, or spreadsheets and images, or whatever else is needed for your process.

Checkbox

Use this field to add a multiple-choice list where one or more options can be selected.

Ideal for when a requester wants to order different materials from the marketing team or when employees need to request various types of work equipment from purchasing or IT teams.

Assignee Select

This field provides a list of pipe members that can be selected and assigned to review information or complete a task.

For example, in a purchase process, you can select who reviews and approves each request.

Date

A calendar field where you can choose day, month, and year.

This can be applied to identify when requesters would like something to be done or to record a request’s submission date.

Datetime

This date field has the additional option of entering a time.

It can be used to choose meeting times, in addition to meeting dates, for example.

Due Date

This date picker allows requesters to choose a due date.

Ideal for when there is a deadline for payment, delivery, or activity.

Labels

Field adds a list of tags that will appear at the top of cards.

Great for signaling a task's urgency, the team responsible for the card, or a lead's temperature.

Email

Specific field to collect email addresses.

Phone Number

Specific field to collect phone numbers, including country code.

Dropdown Select

A long list field with several options that are hidden and allows only one selection. The list is displayed when the person clicks the down-arrow button.

This can be used to select a department or a purchasing category.

Radio Select

A list format field where all options are displayed, not hidden, and allows only one selection. Ideal for lists with few items.

Time

A time selector field that can be used to schedule meetings.

Numeric

A field to request numerical answers only.

For example, the quantity of products that must be purchased by a team or individual.

Currency

A specific field to request monetary amounts.

This field can be used in the recruitment process to gather candidate compensation expectations, or in an expense reimbursement process to specify the total cost spent that needs to be reimbursed.

ID

A field that automatically generates a unique identification code for cards. It can be used to numerically identify requests in a purchase process or leads in a sales pipeline.

Pipe Connection

This field creates connections with other processes to link cards.

For example, this can be used to seamlessly share information from a sales pipeline to a customer onboarding process.

Database Connection

This field connects a pipe to a database table so you can retrieve or create new records.

Ideal for centralizing and managing supplier, lead, customer, or employee databases.