Adding Custom Fields in Hark Workflow
How to add custom fields in a Hark workflow to collect additional information from customers.
What are Custom Fields? Custom fields are helpful if you need things Hark didn't cover like Order Number, Product Type, Barcode number, Asking for consent for using a video for marketing materials, etc.) When you add a custom field, it will automatically be in your custom field library, and you can add it to any workflows you want.
Here are the steps to add one:
- Select a workflow and navigate to the “After Recording” part.
- Scroll down on the right side of the page until you see the option to add a custom field.
- Click “Add Custom Fields”
- Click “+ Create New”
- Select input type (Text, Select, Number, etc.)
- Name the custom field (ex. Order Number)
- Add description (this is optional, if you want to direct the customer on how to get this info like where the order number is located)
- Click “Required” checkbox if you want this to be a required field. If this isn't checked, the customer will not need to fill this information in to continue to the next step.
- Tip: For “Select” input type (this is a dropdown of items), you will see a box for “Label” and “Value”, the “Label” is what the customer sees (ex. if it's product types, you can list each product name in each label section. The “Value” is the value of this label in your helpdesk so you can make these anything like 0, 1, 2 3, etc. This is just how that option is defined within your helpdesk so you can route it to the right place and categorize things.