Field Settings & Validation

Field Settings & Validation covers the per-field configuration that goes beyond a label and the Required switch. On a Number field you can set Min and Max bounds so out-of-range values are caught at the form, and in the Content tab's Advanced section you can edit the machine slug that formulas, routing rules, and the API use to refer to the field. This is for Administrators building a workflow's form, and it's available on all tiers. You'll need a workflow whose Form tab already has a Number field on it.

Who this is for: admin.

Put a minimum and maximum on the number field

When a number needs to fall inside a known range — a purchase amount, a headcount, a percentage — bounds on the field stop bad values before a request is ever submitted. Note that the extra-validation surface is exactly Number Min/Max and Text Box Max Length, with integer-only inputs: there is no regex or pattern rule, no content validation, and no per-field custom error message.

1. Sign in as an Administrator.

2. Click the number field you want to bound (Amount in the example screenshots) to open its card.

   

3. Click Settings to open the type-aware options for the field.

   

4. In Min, enter the lowest value a submitter may enter — the example uses 5.

   

5. In Max, enter the highest value a submitter may enter — the example uses 500.

   

6. Press Tab to commit the value.

   

Change the number field's machine slug

The slug is the short machine name formulas, conditions, and the API use to refer to a field, so a readable slug makes those rules easier to maintain. The Slug is always shown in the Advanced section, but the editable input only appears when the workflow permits slug editing (mailbox flows, for example, do not) — and changing a slug breaks any formula or condition that referenced the old one.

1. Click Content to return to the field's question, help text, and advanced options.

   

2. Click Advanced to expand the section holding the slug.

   

3. In field_slug, enter the machine name you want formulas and routing rules to use for this field — the example uses total_cost. Typed values are sanitized to lowercase and underscores.

   

4. Press Tab to commit the value.