Section

Introduction

Sections in Unifize are used to organize related checklist items into structured blocks, making your experience more intuitive and your tasks easier to follow. Whether you're updating a form, entering inspection data, or reviewing a workflow, sections help group information clearly and logically.

As a user, you will see fields like text, date, uploads, or rich text grouped into sections. These sections may expand or collapse based on your process stage or actions taken elsewhere in the checklist.

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How Sections work

A Section acts like a folder that holds multiple fields inside it. You will interact with these sections as you work through a record.

• Fields inside a section are grouped visually for better navigation.

• Sections may be expanded or collapsed by default depending on your checklist status (e.g., Pending, Completed).

• Some sections might appear or disappear dynamically based on values entered elsewhere.

Each section typically includes:

• A title to indicate what the group of fields is about

• Optional prompts to help guide your input

• Visibility rules that determine when you can see or fill in the section

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What you can do with Sections

• View all visible sections that apply to your workflow or role

• Expand/Collapse sections to focus on what’s relevant

• Complete the fields inside a section based on what’s required

• Respond to prompts or guidance messages within each section

• See dynamic changes, like sections appearing when another field is filled

Note: You cannot create, edit, or configure section settings—that’s handled by your process admin.

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Technical Workflow

1. Open a record from My Inbox section

2. Navigate through sections

• You’ll see sections like “NC Details” or “Impact Assessment”.

• Each section groups related fields like text inputs, file uploads, etc.

3. Fill out the required fields

• Click to expand a section if it's collapsed.

• Fill in the fields provided. Some may be required; others optional.

• Some sections may remain hidden unless triggered by a condition.

4. Submit the record

• Once you've completed the necessary sections, continue the workflow or submit your updates.

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Roles and permissions

Role	Permissions
Admin	Create, rename, reorder, and delete sections. Configure visibility, prompts, and conditions.
Org Member	View and interact with sections during checklist completion. Can only see sections made visible to them.
External User	View visible sections if given access to the record. Cannot interact with hidden sections or modify any content.

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