Organize fields in workflow forms

Workflow forms now support organizing fields into logical steps.

When creating or editing workflow actions, you can:

• Create named steps to group related fields together
• Add descriptions to provide context for each step
• Organize fields by dragging them into the appropriate step
• Reorder steps to control the flow of information collection

Organize fields in workflow steps

When executing workflow actions with steps configured, users will see a multi-step form with navigation controls, making it easier to complete longer forms. Fields not assigned to a specific step will appear in an “Additional Information” section at the end.

Configure workflows