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1. Introduction

The Text Field is one of the most commonly used checklist field types in Unifize. It allows users to enter plain, multiline text responses directly within a record. Ideal for capturing short descriptions, justifications, names, or open-ended comments, the Text Field supports configurable behavior based on record status or conditions.

This field is best used where structured formatting is not required, but freeform input is necessary for documentation, decision-making, or workflow tracking.

2. How Text Fields work

A Text Field appears directly in the checklist with a basic text input box. Admins can choose whether it accepts a single line of input or supports Multiline input (i.e., larger free-text boxes).

Unlike Rich Text fields, Text Fields do not support formatting (like bold or bullets), but they are simpler and quicker for users to fill out. These fields are compatible with condition-based visibility, default values, and checklist automations.

3. How Text Fields help you

Text Fields provide a lightweight way to collect and store user input across processes. They’re ideal when you don’t need formatting but want structured data entry.

• Action item descriptions

• Quick user comments or summaries

• NC titles or root cause statements

• Deviation identifiers or tags

• Easy to configure and complete

• Supports default values and placeholders

• Can be made mandatory or conditionally visible

• Suitable for both brief and moderately detailed input

Access and editability depend on checklist logic set by the admin (e.g., based on role, status, or other fields).

Text Fields provide simple configuration options via the Text Field Settings tab. Admins can define:

• Placeholder: Optional text shown before entry (e.g., “Describe the issue”)

• Multiline (checkbox): Enable for larger input areas where more content is expected

• Default Value: Prefill the field with a standard entry (can be edited by users)

These settings make it easier for users to understand what’s expected and ensure smoother form completion.

Like other checklist fields, Text Fields support condition-based logic for visibility, editability, and mandatory rules. Admins can define logic from the Conditions tab.