Key points covered in the video:
- Passing information between steps: Data fields are used to transfer information from one step to another in the workflow.
- Adding data fields to kickoff form: data fields can be added to the kick-off form to get inputs from the user when they launch a new workflow, kickoff form fields can be required or optional.
- Reusing data fields: The data fields from the kickoff form can be utilized throughout the workflow, making sure workflow performers have easy access to the information they need to complete their tasks.
- Every step can have its own data fields, known as output fields: these two can be required or optional. Output fields added to a specific step can be reused in any of the subsequent steps.
- Conditional logic: data fields can be used in conditional logic to skip or optionally include steps in a workflow based on the information supplied by users via data fields.
- All the information entered into data fields gets stored in the workflow’s log and can be accessed for review and analysis.