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On this page
  • 1. Introduction
  • 2. How the Number field works
  • 3. How the Number field helps you
  • 4. Technical workflow
  • 5. Roles and permissions
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  1. User Guide
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Number

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Last updated 5 hours ago

1. Introduction

The Number Field in Unifize lets you enter numerical values into a checklist with precision and control. If you're capturing defect counts, test values, or quantities used in production, the field ensures your input is always valid, structured, and easy to review.

You’ll typically encounter this field in quality, validation, production, or audit-related checklists where numeric input is required.

2. How the Number field works

Here’s how to use a Number Field in your checklist:

  • The field appears as an input box with + / – buttons and a Done button.

  • You can either type the number manually or use the buttons to increment or decrement the value.

  • Once you’re done, click the Done button to save your input.

  • If the field maybe configured with min or max limits, and you enter a value outside the permitted range, an error will appear saying: “The number must be in the range of X and Y.”

  • If the number has decimal precision rules, your input may be shown with extra digits or rounded (depending on how your admin has configured it).

  • Every time you enter, remove, or update a number, the update is posted in the My Inbox conversation window for full traceability.


3. How the Number field helps you

This field is built to ensure that you input clean, accurate numeric data—without worrying about formatting or manual validation.

Examples of when to use it:

  • Entering quantity used in a batch

  • Logging defect count during inspection

  • Recording tolerance or deviation values

  • Capturing thresholds during testing or approvals

Why it helps:

  • Prevents incorrect or out-of-bound values

  • Supports decimals, rounding, and limits automatically

  • Helps teams align on units and precision across use cases

  • Posts all updates to My Inbox, helping with reviews and audits

  • Contributes to more accurate reports and filters based on numeric criteria


4. Technical workflow

  1. Open the checklist assigned to you.

  2. Find the Number Field, labeled based on the process (e.g., “Units Retested”).

  3. Click the + or – button or manually type a value.

  4. Press Done to save.

  5. Your input will be saved in the record and reflected in the My Inbox conversation view.

  6. If you try to enter a value outside a permitted range or leave a required field empty, the system will show an error.

The field might be hidden, locked, or made mandatory based on other conditions in the checklist (e.g., record status or field values).


5. Roles and permissions

Role

Permissions

Admin

Admins configure visibility, logic, and validation rules. Can edit all configurations of the checklist.

Org Member

Can view, enter, and edit numbers in checklist fields if the field is editable and visible.

External Member

Can enter/edit the number field only if it's made accessible to them by the admin.

If a field isn’t visible or editable, it’s likely due to logic set by the admin based on role or record status.

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