Text
1. Introduction
The Text Field in Unifize allows you to enter plain text directly into a checklist record. It’s designed for simple data entry—ideal when you need to add a short explanation, title, or comment without formatting.
Depending on the setup, some text fields may appear as single-line inputs (e.g., titles or labels), while others may be configured as multiline to allow for longer responses like summaries or descriptions.
2. How Text Fields work
When completing a checklist:
You will see a standard input box labeled with the field name (e.g., “Action Description”).
The box may show placeholder text (e.g., “Enter the steps you took”) to guide your response.
If the field is multiline, you’ll be able to enter extended text across multiple lines (like a paragraph).
Simply type your input and proceed—there’s no separate formatting toolbar or “Done” button.
The field saves automatically as part of the record when you submit or save the checklist.
The field may appear as required, locked, or hidden based on process conditions defined by your admin.
3. How Text Fields help you
Text Fields make it quick and easy to provide written input when formatting isn’t necessary. They’re most useful when you need to add labels, provide straightforward answers, or log context without worrying about structure or style.
Where you might use it:
Naming a non-conformance or action item
Describing what happened in a deviation
Logging follow-up comments
Entering brief root cause analysis
Answering simple yes/no justifications
Why it helps
Quick to fill out and no formatting needed
Intuitive for short or medium-length responses
Multiline option lets you write in full sentences if needed
Reduces friction during checklist completion
Suitable for both technical users and non-technical stakeholders
Suitable for friction based on user and non technical responses and stakeholders and non-technical situations
4. Technical workflow
Open the checklist assigned to you or that you're contributing to.
Locate the Text Field labeled by your admin (e.g., “Action Description” or “Justification”).
Click on the “Add Text” section. You will see a text box open where you can start typing.
Your entry is saved with the record as part of checklist progress.
If the field is required, you must enter a response before submitting the checklist.
If the field is disabled, hidden, or conditionally visible, it may behave differently depending on record status, previous field entries, or your user role.
5. Roles and permissions
Role
What You Can Do with Text Fields
Admin
Amins define how the field behaves via configuration
Org Member
Can enter/edit content in checklist text fields if visible and editable
External Member
Can view or edit content only if the field is explicitly made visible/editable
If you cannot see or edit a text field, it’s likely controlled by admin-defined logic based on record status or role permissions.
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