Workflows
Workflows allow you to combine Fields and text blocks to create custom forms in the Shopify Point of Sale app. When a Workflow is submitted in point of sale, it will apply each of the Field's to the cart.
Design custom POS forms visually using the Workflow Builder. Drag and drop fields and blocks to create exactly what you need for your store.
Before creating a Workflow, you should create your Fields first. Workflows are built by combining fields and blocks, so make sure you have the desired fields set up.
Components
A workflow can contain:
- Fields: Input fields that capture data (text, numbers, dates, etc.)
- Text Blocks: Static text
Creating Workflows
Using the drag and drop builder you can add in Fields that you have created. The preview will give an indication of how
Refreshing Fields
If you make changes to your Field and want to see it reflected on the Workflow builder, you can tap refresh to update it.
Published vs Draft
Like fields, workflows have a published/draft status:
- Published workflows appear in the POS app and can be assigned to tiles
- Draft workflows are hidden from POS devices, allowing you to work on them without affecting your live setup
If a Field is unpublished, it will also be unpublished in the Workflow
Required Fields in Workflows
If any field within a workflow is marked as required, the entire workflow becomes required. This ensures that critical information is always collected when the workflow is used.
Workflows vs Individual Fields
| Feature | Individual Field | Workflow |
|---|---|---|
| Components | Single field | Multiple fields + text blocks |
| Layout | Fixed | Customizable drag-and-drop |
| Data Collection | One value at a time | Multiple values in one form |
| Use Case | Simple, single data point | Complex forms with multiple inputs |