Type Dictionary

WorkRails uses Fields to structure Item Templates and their associated Items.

Note: Most fields in the table below that is designated as "Input" has a corresponding "Display Option" labeled, "Has Questionnaire". This must be toggled to TRUE if you want an end-user to provide an input to the question.

All WorkRails fields include:

Field Type

Usage

Description

Option(s)

Address

Input

Provides an input field for the collection of addressed based information.

Calendar

Input

Displays a calendar plugin for date collection.

A Date Range mode can be selected, to only select a date within a pre-defined timeline.

Checkboxes

Input

Option based input field, that can include multiple options.

  1. Clicking on the + icon adds new rows that can be selected for the field.
  • Rows include a label which is displayed on the front-end, and a corresponding value which can be used for advanced logic such as price tiering.
  1. SOW Content can be added here to help populate your downstream paperwork.

  2. Allow Notes provides the following functionality:

  • Free Text: allows you to associate granular help text for individual options within a Checkbox Field.
  • Multiplier: allows you to multiply the value of a Checkbox state, which can be leveraged for advanced pricing calculations.

Custom Table

Input

Allows the user to reference values present in a Key Value Map. Provides v-lookup type functionality for dynamic lookups.

Columns are selected based on the values present in the Key Value Map. You may specify a Quantity, or Not

Document Template

Document

Allows a user to select from a list of Document Templates. This establishes a mapping between the field and downstream paperwork that is generated.

Documents

Front-end

Displays a specific document (file attachment) on the front-end. Used for showing static documents within an Item Template and corresponding Items.

More than one document may be uploaded.

Dropdown

Input

Allows the end-user to select from a defined list of values.

  1. A Dropdown Field can be configured to accept multiple values by selecting the associated Display Options.

  2. Skip logic can be configured based on selected options (allows an end-user to bypass specific Field inputs on the front-end).

FAQs

Front-end

Free Text Field

Input

Rich-text based input field. This will display a WYSIWYG editor to the end user.

Paragraph Text

Front-end

Is used to display information on the front end, such as selling instructions or links. Rich-text based with a WYSIWYG editor.
Does not allow for user input.

Radio Button

Input

Allows for only one choice to be selected from a group of choices.

  1. Skip logic can be configured based on selected options (allows an end-user to bypass specific Field inputs on the front-end).

  2. New options can be added with the + icon.

  3. SOW Content can be added here to help populate your downstream paperwork.

  4. Allow Notes provides the following functionality:

  • Free Text: allows you to associate granular help text for individual options within a Checkbox Field.
  • Multiplier: allows you to multiply the value of a Checkbox state, which can be leveraged for advanced pricing calculations.

Section Header

Front-end

Used to break up sections on the front-end. Useful for grouping series of input fields together.

"Add an Item Tab" toggle button creates a new tab on the front-end.

Content for these tables will be populated by all applicable fields, until the system encounters another Section Header field with “Add an Item Tab” toggled on.

Short Answer

Input

Text based input field.

The following Input Types are available:

  • Alpha Only
  • Numeric Only
  • Alphanumeric