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The Text input type enables field workers to enter free-form text or alphanumeric values as part of a task.

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What is the Text Input?

Text captures a single-line string for any free-form information that does not require a specific format. It is the most flexible input type and is commonly used when no structured validation (such as date, number, or phone format) is needed. Use Cases:
  • Customer name: Capture the recipient’s name on a delivery task
  • Reference code: Record an order number, SKU, or any short identifier
  • Free-form notes: Capture brief observations or remarks from the field

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Text Properties

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Component text input settings

  1. Default Value: This setting allows you to set a pre-filled value for this component. If a value is specified, any task created with this flow will use it as the initial value.
  2. Toggle Required: This option makes the text input mandatory. If not filled, users cannot proceed to other activities.
  3. Toggle Visible: This setting affects the visibility of the component during task creation on the web and mobile, as well as task viewing on the mobile app. If the component is not visible, it will not be shown in the UI. However, both visible and hidden component data will be exported, regardless of their visibility status.
  4. Toggle Use Data Source: This option allows the component to retrieve its value from a data source instead of being filled in manually.
  5. Show As: This configuration, controls how the input value is displayed within the task. The value of this component will appear on the task table in the Task menu as the Title, Content, or Label, depending on the option selected.
  6. Route As: This configuration, links the component to a form field in the Routing/Visit menu. The form field in Routing/Visit will be filled in automatically based on the option selected in the dropdown. For Text Input, this component can be mapped to Visit Name, Address, Tag, or Visit Group.

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How to Configure Text

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Step 1: Add the Component

In the Flow Builder, click Add Component on the target page. Set Component Type to Input and Type Of Input to Text.

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Step 2: Set Basic Properties

Enter the component Title (e.g., “Customer Name”). Toggle Required and Visible as needed. Optionally enter a Default Value.

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Step 3: Configure Show As (optional)

In the Configuration section, choose how the value should appear on the task list in the Task menu:
  • Title — the text appears as the task’s main title
  • Content — the text appears as the secondary description line
  • Label — the text appears as a smaller tag/label on the task card

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Step 4: Configure Route As (optional)

Still in the Configuration section, select a Routing/Visit field to map this value into. The Routing/Visit form will be auto-filled with this component’s value. Valid options for Text Input: Visit Name, Address, Tag, or Visit Group.

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Step 5: Enable Use Data Source (optional)

Toggle Use Data Source on to populate the field’s value from a configured data source instead of free-form entry.

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How Text Works in Tasks

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Text input on mobile preview

When a field worker opens a task on the mobile app:
  1. The Text field shows a single-line text input with placeholder or default text
  2. The worker can type freely, or the field may already be populated:
    • From task creation: If the task was created with a value (via web form, Excel import, API, or Data Source), the field is pre-filled
    • From Default Value: The flow-level default appears if no value was provided at creation
  3. The worker can edit the text before completing the page