Type
Type is a menu that allows you to specify the data structure that will be utilized in the Data menu. Here, you can set the data type to suit your needs:- The name of the data type
- Data sources can be restricted to be accessed only by selected users
- If enabled, the data source can be used by a single organization. If disabled, the data source is unique per hub.
- Type of title field
- The type of data
- The field type can be adjusted to mandatory or optional using a toggle.
- The field can be set to appear directly in the table if enabled
- Additional information about the field (a tooltip will display in the data menu on the field description)
- You can add a field by clicking the text
Data
Data is created based on the structure of the data type that you have created.Create Data Based on the Newly Formed Type
This is an example of Data based on the structure of the type that consists of a Primary key, 2 text fields, and 1 coordinate field. The data will be customizable based on your needs, you could add more than 1 custom field to make it easier for you to fill in Task information.Configure Flow to Use Data
You should set up a Flow to use this data in your task. After you create a flow or use an existing one, you could configure to use the Data by setting up the Data Source at the Flow Configuration:- Choose the data type that you want to use on this flow
- Map the data based on the flow that you have created. Note that the Primary Key is required as it would be the trigger that will autofill the information on the Task. You could use Text Component for the Primary Key.
Use Data to Autofill Task Information
You could use the Data to fill in the task information on 3 different methods:- Single task input:
- Bulk task input:
- Task input on the mobile app