IN THIS ARTICLE
Usage Limits for Form Field Types
When configuring forms—such as the initiator form or forms used in activities—ensure that the total number of fields does not exceed the maximum limit of 150. This limit applies collectively to the following field types:
Single Line Text
Number
Dropdown
URL
Radio
Email
Dependent Fields
If you reach this limit, you need to remove one or more existing fields before you can add new ones.
Configure Conditions for Dropdown fields and Multiselect Fields
When configuring the initiator form or any other form within activities, you can include dropdown fields or Multiselect fields to capture user input. You must choose one of the following options to populate the dropdown values:
Custom dropdown – allows you to manually define the list of values. For example, in an employee onboarding journey, you might include a dropdown for Employment Type with options like Full-time, Part-time, and Contractor.
Select from data source – allows you to dynamically fetch values based on the standard objects, which includes,
Locations
Requesters
Agents
Assets
All users
Departments
Vendors
Configure Conditions
You can further refine the dropdown/multiselect options by adding conditions to filter the selected data source only if you choose Select from data source. To do this, perform the following steps:
Under Use conditions to filter data source, click Add condition, as shown below.
In the condition builder field that appears, configure the condition using the format:
[Field] [Operator] [Value]. For example, Location is US.
To configure the condition:
Place the cursor in the condition builder field to see the available options.
Choose a field based on the data source. For example, if the data source selected is All users, you can filter by Location or Department.
Select an operator. For example, “Is”.
- Choose the required value from the list. For example, “US”
- Click Save.
Result: This condition filters users based on the US location and displays only those users in the dropdown field for users filling out the form.
Similarly, for all supported standard objects, prebuilt fields are available for filtering. You can use these to control which values appear in the dropdown field on your form.