What Tasks and Fields Control
Tasks and fields control:
How a case is organized
What steps users complete
What information must be captured
When a workflow is applied to a case, tasks and fields appear automatically based on how they are configured.
Tasks
Tasks break a workflow into sections.
Each task groups related information together, making the case easier to navigate.
Examples of tasks:
Donor Information
Logistics
OR Details
Using tasks helps:
Organize complex information
Guide users through the case
Keep related data grouped together
Fields
Fields are used inside tasks to capture specific data.
Each field represents one piece of information, such as:
UNOS ID
Date of birth
Contact number
Fields are configured with different types to match the data being collected.
Field Types
FlowHawk supports several field types.
Field Type | Use |
Text | Freeform input for notes, IDs, or descriptions |
Toggle | Switch between two states |
Check | Confirm a yes or no value |
Time | Capture time in a standard format |
Date | Select a calendar date |
Select | Choose multiple options from a list |
Picker | Choose one option from a list |
Telephone | Format phone numbers consistently |
Radio | Select one visible option |
Referring | Pull information from another field |
Add a Task
Go to Tasks & Fields
Enter a name under Add Main Task
Select the task to begin adding fields
Add Fields to a Task
Select a task
Enter a field name under Add Field
Select a field type
Enter the field name in Display As
Select Save Task
Fields can be reordered by:
Dragging them
Using arrows
Adjusting the order value
Field Attributes
Field attributes are configured when adding or editing a field. They control how the field behaves when used in a case. Each attribute can be enabled as needed.
Available Field Attributes
Mandatory
Makes the field required. The field must be completed before a task can be finished.
Flight Tracker
Allows a tail number to be entered, and when clicked, the flight path and current location can be viewed.
Display on Item
Includes the field when case information is shared in a room.
When enabled:
A Display As value must be entered
The Display As value determines how the field appears in the room update
The workflow field name and display label can be different
Include in Case Timeline
Includes the field in the case timeline so it appears in the history of case activity.
Organizing Tasks and Fields
Well‑structured tasks and fields make workflows easier to use.
Use Clear Task Names
Name tasks based on the type of information they contain.
Examples:
Donor Information
Case Details
Transportation
Group Related Fields
Keep related fields in the same task to improve usability.
Use Consistent Field Names
Consistent naming helps with:
PDF mapping
Analytics mapping
Reporting
What Users Will Experience
When a workflow is applied to a case:
Tasks appear as sections in the case
Fields appear inside each task
Users complete fields as part of their workflow
Required data is captured consistently
Summary
Tasks and fields define how information is organized and collected in a workflow.
They allow you to:
Structure cases into clear sections
Guide users through required steps
Capture consistent and accurate data
Support reporting and automation