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Crystal Desk

Workflows / Custom Fields

Custom Fields

Every stage's completion form is built from custom fields you configure when designing the workflow template — there's no fixed schema every ticket has to fit into.

Available field types

  • Text — single or multi-line text input, used for scripts, notes, and short descriptions.
  • Number — numeric input, useful for durations, counts, or budget figures.
  • Calendar — a date or date-range picker, for deadlines and scheduling fields.
  • Dropdown — a fixed list of options; this is also the field type used for skill matching (see below).
  • Audio — an upload field that accepts audio files and renders a built-in player once submitted.
  • Video — an upload field for video files, similarly playable inline once submitted.
  • Image — an upload field for images, zoomable in the media library.
  • File — a general-purpose upload field for anything that doesn't fit the categories above (PDFs, decks, documents).

Any Dropdown field can additionally be marked as a "skill field." When it is, its selected value becomes something the assignment engine can match against — a Language dropdown field marked as a skill field means the assignment engine will only consider users whose profile lists that same language as a skill. This is the mechanism behind language- and specialization-aware assignment described in Skills & Languages.

Example field configuration

A Script stage's completion form might be configured roughly like this:

{
  "fields": [
    { "name": "script_text", "type": "text", "required": true },
    { "name": "duration_seconds", "type": "number", "required": true },
    {
      "name": "language",
      "type": "dropdown",
      "options": ["Hindi", "Tamil", "Telugu", "English"],
      "isSkillField": true
    }
  ]
}

Each field you add here becomes a required or optional part of what the assignee must fill in before the stage can be submitted, and any field marked revisionEnabled gets tracked exactly as described in Revisions & History.

With stages, branching, and fields covered, How Assignment Works is next — it explains exactly how the eligible pool for a stage gets narrowed down to one assignee.