CassidyAI

Manually start a workflow with custom inputs. Follow these steps:

Add a Manual Trigger: Create a workflow with a Manual Trigger, use an existing workflow with a Manual Trigger, or change an existing workflow's trigger type to a Manual Trigger.

Add input fields: Click on the "+ Add Input" button to create a new input field for your Manual Trigger. Input fields allow you to provide data that will be used throughout the workflow.

Change input field type (if needed): In the editor window, you can choose between three types of input fields:

- Text input: Enter text data directly into the field.
- URL input: Enter a web link to extract the text content from the webpage.
- File upload: Upload files such as .pdfs, .doc/docx, .ppt/pptx, .xlsx/xls, and code files. These files will be automatically converted to text for use in the workflow.

Add input field name: This will allow you to enter a new name that better describes the input data.

Advanced Settings: Customize your input fields further with these additional options:

1. Description: Add context or instructions related to the input field. This is helpful for providing guidance to users or adding notes for your own reference.

2. Optional: Toggle on/off whether the workflow should proceed if this input is left empty. Enable this if the input is optional. Disable if the input is required for the workflow to run properly.

3. Accepts Multiple: Allow users to provide more than one value for the same input field. This is useful when you need to process multiple items, such as a list of URLs or a series of files.

Save your changes: Remember to click the "Save" button to save your changes.

Note: When you run the workflow, the accept multiples input field will allow you to "+ Add" additional inputs as a list.

Edit input fields (if needed): To edit the input field settings, click on the pencil icon next to the field. This will allow you to make changes to the input field parameters.

Remove input fields (if needed): If you have added an input field that you no longer need, click on the trash icon next to the field to delete it from your Manual Trigger.

1. Add a Manual Trigger: Create a workflow with a Manual Trigger, use an existing workflow with a Manual Trigger, or change an existing workflow's trigger type to a Manual Trigger.

2. Add input fields: Click on the "+ Add Input" button to create a new input field for your Manual Trigger. Input fields allow you to provide data that will be used throughout the workflow.

3. Change input field type (if needed): In the editor window, you can choose between three types of input fields:
 - Text input: Enter text data directly into the field.
 - URL input: Enter a web link to extract the text content from the webpage.
 - File upload: Upload files such as .pdfs, .doc/docx, .ppt/pptx, .xlsx/xls, and code files. These files will be automatically converted to text for use in the workflow.

4. Add input field name: This will allow you to enter a new name that better describes the input data.

5. Advanced Settings: Customize your input fields further with these additional options:
 1. Description: Add context or instructions related to the input field. This is helpful for providing guidance to users or adding notes for your own reference.
 
 2. Optional: Toggle on/off whether the workflow should proceed if this input is left empty. Enable this if the input is optional. Disable if the input is required for the workflow to run properly.
 
 3. Accepts Multiple: Allow users to provide more than one value for the same input field. This is useful when you need to process multiple items, such as a list of URLs or a series of files.

6. Save your changes: Remember to click the "Save" button to save your changes.
 
 Note: When you run the workflow, the accept multiples input field will allow you to "+ Add" additional inputs as a list.

7. Edit input fields (if needed): To edit the input field settings, click on the pencil icon next to the field. This will allow you to make changes to the input field parameters.
8. Remove input fields (if needed): If you have added an input field that you no longer need, click on the trash icon next to the field to delete it from your Manual Trigger.

How to set up and use trigger