FirmFlow information fields

Alerts and notices

You can add, change, or delete important information about a workflow for a specific drawer using the Information tab. The information fields can include folder-based and workflow-based fields built into GoFileRoom and fields created by your GoFileRoom administrator specifically for your organization.

To work with the information fields, from the My Work screen, click a workflow and then click the Information tab.

Two columns of fields are shown: folder-based fields (common to all workflows in the folder), and workflow-based fields.

Note: One or both columns may display additional or different fields for your organization.

Working with information fields

These fields—whether built in or added for your organization—receive data using one of the following methods.

Note: The supported limit for FirmFlow Information Fields is a total of 100 fields, whether disabled or active. Adding more fields beyond the supported limit can cause performance issues. Prior to contacting support, we recommend that you delete fields in excess of 100 if you experience frequent errors or delays when you attempt to view the Information Fields tab within a FirmFlow folder, or within the FirmFlow Information fields Admin screen.

Direct input fields

A direct input field displays no input tool beside it.

  • To enter information, click in the field and type or paste the field information.
  • To change information, select all or part of the information in the field and type or paste new information.
  • To delete information, select all of the information in the field and hit the Delete key to delete the information entirely.

Autocomplete fields

Autocomplete fields are indicated with "Type user" or "Type user or group" in grey text. When you start typing in an autocomplete field, a list of up to 15 GoFileRoom user and/or group names that include your text appears, allowing you to quickly select the desired user or group for the current field.

Drop-down lists

Note: Drop-down lists containing users are are not configurable; they are based on the full names of all FirmFlow-enabled users in the system.

A drop-down list field shows a drop-down list arrow beside it.

  • To enter information, click on the arrow to display the drop-down list and choose an entry; these lists will be specific to your organization, and may include users and groups or other data.
  • To change or delete information, select the drop-down list arrow and choose another entry, or choose the blank entry at the top of the list to delete the information entirely.

Calendar fields

A calendar field displays a calendar button beside it.

  • To enter a date, click in the field and type or paste a date or click on the calendar button and set the desired date using the drop-down calendar.
  • To change a date, click in the field and type or paste a date or click on the calendar button and set the desired date using the drop-down calendar.
  • To delete a date, select the date in the date field and hit the Delete key to delete the date entirely.

Related topic: FirmFlow overview

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