You can easily customize your workflows by adding new fields. We’re continually expanding the list of field types available—so check back often to see what’s new.
Note: Customization is only available in no-code workflows. If your workflow doesn’t have these options, you can reach out to our team to discuss migrating to one that does.
At this time, customization features are only supported on Desktop. Please log in to your Coast at app.coastapp.com.
How to Add a New Field:
Desktop
- Click on the Workspace Title at the top of your screen to access the Menu.
- Select Fields. This is where you can manage how the form appears to everyone who has access to the workspace.
- Click Add a Field in the upper right hand corner of the modal
- Choose the field type you'd like to add from the list.
- Use the Field Config panel on the right side of the page to adjust the field's settings settings (e.g., rename, change options), then click outside the dropdown to save your edits.
- You can also add a new field inline within the list of fields.
- Finally, click Save. Your new field will now appear on the form for everyone in the workspace.