Field Usage

As users submit, update, and transition primary items, they fill in fields on forms, typically providing information for tracking and management purposes.

For example, when a primary item is submitted, a manager could review the item and assign it to the appropriate owner. The manager fills in the appropriate fields on the form, such as to whom the item is assigned. When the item is resolved, the current owner fills in fields describing the resolution. The item is then transitioned to the next responsible party, who fills in the fields as needed.

Fields are also used to gather data for items in auxiliary tables, which support a workflow process. Typically, fields in an auxiliary table store static data, such as customer information. To help support your workflow process, you can use Relational fields to pull this static data into primary items.