Blocks & Sections

Blocks are the building blocks of your workflow stages. Each block type serves a specific purpose—from collecting data with form fields to displaying content to participants.

Block Types

Coming soon: Documentation for each block type including configuration options and session behavior.

Input Blocks (capture user data):

• Input - Single-line text field for short text or numbers
• Text Area - Multi-line text field for longer responses
• Number - Numeric input field
• Email - Text field with email validation
• Phone - Phone number input with country code selection
• Date - Date picker (can include time selection)
• URL - Text field with URL validation
• Attachment - File upload for one or more files

Choice Blocks (predefined options):

• Select - Dropdown menu for single selection
• Multi-Select - Dropdown for multiple selections
• Checkbox - Single standalone checkbox
• Checklist - Multiple items with checkboxes
• Todo - Task list (similar to Checklist)
• Poll - Voting on options with live tally

Content & Media Blocks (display information):

• Content - Rich text with formatting, images, and dynamic data
• Video - Embedded video player (YouTube, Vimeo, etc.)
• Resource - Downloadable file list
• Media Gallery - Image/media carousel
• Iframe - Embedded external web page

Specialized Blocks (unique functionality):

• Discussion - Threaded conversation with comments and replies
• Review - Display data from another block for approval workflows
• Embedded Workflow - Start a session of another workflow
• AI Blocks - Process text with AI (summarize, critique, expand)

Sections (organize your stage):

• Section - Group blocks together with a header
• Sheet Section - Embed a filtered view of sheet data within a stage

Configuring Blocks

Each block has configuration options that control:

• Label - The title shown to participants
• Description - Helper text explaining what to enter
• Required - Whether the field must be completed
• Validation - Rules for acceptable input
• Visibility - Conditions for when the block appears
• Sheet Column - Where the data is stored (for input/choice blocks)

Blocks in Sessions

When participants interact with blocks during a session:

• Input and choice blocks collect and validate responses
• Content & media blocks display configured information
• Specialized blocks provide advanced functionality (discussions, reviews, AI)
• Sections organize the visual layout of the stage
• Required fields must be completed before progressing

Detailed documentation for each block type coming soon!