Data Types and Collection Options in Willow360

Supported Data Types

Both Supply Information and Fill in a Form actions now support six robust data types, each with specific validation and metadata capabilities:

1. Text

• Description: Accepts any character input.
• Use Cases:
  • Customer Name
  • Address
  • Comments or Notes

2. Number

• Description: Accepts decimal numbers, including thousands separators.
• Use Cases:
  • Invoice Amount
  • Quantity
  • Employee ID

3. Email

• Description: Validates standard email address formats.
• Use Cases:
  • Customer Email
  • Notification Recipient
  • Support Contact

4. User

• Description: Dropdown of all users in the organization.
• Use Cases:
  • Task Assignee
  • Approver or Signer
  • Project Manager

5. Date

• Description: Calendar-based date picker.
• Use Cases:
  • Due Date
  • Invoice Date
  • Meeting Date

6. List (Enhanced in v1.15.6)

• Description: Dropdown of predefined options, now with typed values.
• Supported Types: Text, Number, Email, User, Date
• Advanced Mode: Allows different display text and value for each option.
• Use Cases:
  • Approval Status (e.g., “Approved”, “Pending”, “Rejected”)
  • Department (e.g., “Support” → support@company.com)
  • Task Priority (e.g., “High”, “Medium”, “Low”)

Configuration and Collection Options

Supply Information

• Purpose: Prompts users to fill in a form at a specific workflow step.
• Key Features:
  • Required Instructions field
  • Multiple configurable inputs
  • Typed validation for each input
  • Dynamic assignment of who supplies the information (specific users or from form data)

Example Workflow:

1. Invoice Processing: Collects invoice amount (Number), customer name (Text), and email (Email).
2. Approval: Approver is selected from a User-type field or a List of Users.
3. Shipping: Department is selected from a List (display text: “Logistics”, value: logistics@company.com).

Fill in a Form

• Purpose: Starts a workflow by generating a PDF from user-entered data.
• Key Features:
  • Custom Document Title and optional Document Text
  • Same input types and validation as Supply Information
  • Live preview of the generated document
  • Metadata from the form can be used in downstream actions

Example Workflow:

1. Onboarding: User enters name (Text), start date (Date), and selects department (List of Users).
2. Task Assignment: Tasks are routed to the selected manager.
3. Document Generation: A PDF is created and signed using WillowSign.

Typed Metadata in Action

Typed inputs can now be used as metadata in a wide range of actions:

• User/Email: Used in Secure Email, System Email, Approve, Custom Task, and Signing actions.
• Date: Used in file naming, stamping, or scheduling.
• List: Typed lists can drive dynamic routing, approvals, and notifications.

Example:
A dropdown labeled “Department” shows “Support”, “QA”, and “Development” as display text. Each is linked to a department head’s email. When a user selects “QA”, the workflow sends a Secure Email to the QA lead—automatically.

Summary

With Willow360 v1.15.6, data collection is no longer just about gathering information—it’s about driving intelligent workflows. Typed inputs, dynamic metadata, and flexible configuration options make it easier than ever to build workflows that adapt to your users and your business.

By mastering these data types and collection tools, you can streamline operations, reduce manual steps, and ensure data accuracy across your organization.