When setting up processes, it is essential to choose the right data type to capture information accurately and efficiently.
Introduction
Below, we will explore the most frequently used data types when configuring processes, including practical examples and links to additional resources.
1 - Alphanumeric
This data type allows the entry of text and numbers, offering flexibility in capturing information without a predefined format. It is ideal for fields such as:
- Names
- Short descriptions
- Custom codes
2 - Options
This field type allows users to select values from a predefined list. It includes two variants:
- Multiple → Enables the selection of several options.
- Single → Limits the selection to just one option.
Additionally, options can be configured in the following ways:
- Custom → Lists created specifically for a process.
- Business List → Options related to specific parameters within the company.
- Account List → Data linked to the user’s account.
For more details, we recommend reading the article [Data Type - Options].
3 - Paragraph
This field offers more space for entering extended text, making it perfect for:
- Detailed descriptions
- Longer explanations that do not fit into an alphanumeric field.
4 - Checkbox
Designed for selecting one or more options using checkboxes. This type of field is useful when multiple characteristics or elements need to be registered without being limited to a single choice.
5 - Date and Time
These fields simplify the selection of specific dates and times, helping to:
- Organize events
- Schedule tasks
- Record key moments in a process.
6 - File
This field allows for attaching a single document per field. It is ideal for uploading:
- Reports
- Certificates
- Supporting documents for the process.
7 - Signature
This field captures the executor’s digital signature, providing:
- Greater formality
- Security when validating or approving process stages.
8 - Yes/No
A simple and quick field to capture binary responses, ideal for:
- Fast decisions
- Evaluations requiring score assignments
- Incident logging
Find more details in the article [Data Type - Yes/No].
9 - Camera
This field allows users to capture images directly from their device and attach them to the process. It is a key tool for visually documenting progress, results, or incidents.
10 - Location
Enables the validation of the executor's exact location when completing a process, ensuring that tasks are performed in the designated area.
Conclusion
We invite you to explore the hyperlinks for more detailed information on each module. If you cannot find the information you are looking for, please do not hesitate to contact us.