MESA Docs
MESA Homepage
  • Welcome to MESA
    • Installing MESA
    • Dashboard
    • Core Concepts
    • Getting Help
  • Templates
    • Template Library
    • Installing & Editing
  • Workflow Builder
    • Triggers
    • Actions
    • Fields
      • Variables
      • Formatting Variables
      • Liquid Templating
    • Testing
  • Workflow Activity
    • Tasks
      • Troubleshooting
      • Replay
    • Logs
    • Time Travel
  • Best Practices
    • Set Titles & Descriptions
    • Track Time Saved
    • Enable Failure Notifications
    • Avoid Infinite Loops
  • Going Further
    • Plans & Billing
    • Notifications
    • Credentials
    • Understanding the Queue
    • Export & Import Workflows
    • Platform Thresholds & Limits
  • Built-in Tools
    • Activity Log
    • AI
    • API
    • Approval
    • MCP
    • Custom Code
      • Libraries
        • MESA SDK
        • Filter
        • Loop
        • Transform
        • oAuth
        • Shopify
        • ShopifyGraphql
      • FAQ
    • Data
    • Delay
    • Email
    • Filter
    • Form
      • Configure
      • Going Further
      • Technical Notes
    • FTP
    • Image
    • Loop
    • Package Tracking
    • Paths
    • Schedule
    • Scraper
    • SMS
    • Transform
    • Virtual Output
    • Weather
    • Web Request
    • Webhook
  • Apps
    • Airtable
    • Amazon S3
    • Asana
    • Blog Studio
    • ChannelApe
    • Claude
    • ChatGPT
    • Dall-E 2
    • Delighted
    • Digital Humani
    • Discord
    • DocuSign
    • Dropbox
    • Etsy
    • Facebook
    • Fera.ai
    • Gatsby
    • Gmail
      • Send Email
    • Google Analytics 4
    • Google Analytics UA
    • Google Calendar
    • Google Drive
    • Google Forms
    • Google Sheets
      • Add Row
      • Query Rows
      • Update Row
      • Row Created
      • Row Updated (Advanced)
      • Creating New Spreadsheets
      • Technical Notes
    • Gorgias
    • Govalo
    • Help Scout
    • Hubspot
    • Infinite Options
    • Intercom
    • IPDetective
    • Judge.me
    • Katana
    • Klaviyo
      • API Deprecation
    • Loop Returns
    • Loyalty Lion
    • Mailchimp
    • Mailgun
    • Mandrill
    • Mantle
    • Notion
    • Odoo
    • Omnisend
    • Page Studio
    • Pinterest
    • Printful
    • PrintNode
    • QuickBooks
    • Rebuy
    • Recharge
    • Remove.bg
    • Returnly
    • Rivo
    • Salesforce
    • Segment
    • Sendlane
    • Shippo
    • ShipStation
    • Shopify
      • Technical Notes
        • Configuring Your Payload
        • Modifying and Filtering Get Lists
        • Parameters
        • Error Codes
        • Accuracy of orders_count Variable
        • Accuracy of Count Products Action
        • Using the Gift Cards API
        • How to Find a Specific Record in the Testing Interface
        • Order, Customer, and Product Updated Trigger Frequency
    • Shopify Flow
    • Shopify Plus
    • Shopify Retail POS
    • Skio Subscriptions
    • Slack
    • Smartrr
    • Smile.io
    • Square
      • Updating Inventory
      • Frequently Asked Questions
    • Stamped.io
    • Stripe
    • Thanks.io
    • TikTok
    • Tracktor
    • Twilio
    • Uploadery
    • Wonderment
    • Xero
    • Yotpo
    • Yotpo Loyalty
  • For developers
    • Admin API
    • Command Line Interface
    • Embedding templates
  • Frequently asked questions
    • Why isn't the log search returning logs with the search I entered?
    • Is it possible to handle errors or retry steps?
    • How do I handle a failed task?
    • Does MESA auto-save workflows?
    • Can I Use Apps That Don't Have a MESA Connector?
    • Why is my workflow action adding the same data each time it occurs?
    • How do I cancel automations that are already in progress?
    • How do I cancel my MESA subscription or 7-day trial?
    • Can you import code from npm in custom code?
    • Do you have a Slack Community?
Powered by GitBook
On this page
  • Required vs. Optional Fields
  • Text
  • Drop-down Menus
  • Files
  • Mapping
  • Additional Fields

Was this helpful?

  1. Workflow Builder

Fields

Fields are powerful features that simplify the configuration of actions and triggers by capturing data. Each field is crafted with care including a field name, field label, and field placeholder.

PreviousActionsNextVariables

Last updated 8 months ago

Was this helpful?

Required vs. Optional Fields

When referencing a field in your workflow's steps, you'll want to identify whether it's a required or optional field. All required fields are marked with a red asterisk.

To ensure the workflow is completed successfully, please make sure to fill in any required fields you see in a step. Your attention to these details will help you move forward smoothly!

Text

Text fields are a key feature in MESA, making configuration a breeze. The field name sets up the configuration, the field label gives clear details on how to use it, and the placeholder offers a handy example of the expected input. Here’s a great example of a text field in action:

Drop-down Menus

Drop-down menu fields are fantastic for selecting from a list of predefined options. You'll recognize them by the arrow pointing down at the end of the field. There are a few different kinds of drop-down menus within steps:

Typeahead

The drop-down menu shows suggestions as you type, letting you quickly choose from a list of matching options.

Select List

The drop-down menu with predefined options will appear for you to select from. Here is an example of where to select:

Custom Value

Custom Option with a Text Input

Custom Option with a Variable

Multi-select List

The drop-down menu allows you to pick more than one option from a list

Boolean

The drop-down menu lets you select between two options, such as "Yes" or "No" or "True" or "False."

Files

Here is an example file field:

Mapping

Mapping fields are straightforward and powerful, consisting of two parts: 'Key' and 'Value.' They’re often used to create key/value pairs from static, manually entered data. Sometimes, you’ll enter the key of a property manually while pulling the value from another service.

They’re also great for passing extra information to or from an API. When needed, mapping fields allow you to send key/value pairs, which are then converted into an object by the API.

Here is an example of the mapping fields:

Additional Fields

Additional fields enhance the functionality of your workflows beyond the standard capabilities MESA provides.

Sometimes, you may want to capture more specific information or add preferences. Selecting the More Options button allows you to add optional fields to a step. Here is an example of where to find that:

In certain instances, you will want to use a from a previous step or a hard-coded value that did not appear in the drop-down list. Simply select "Enter custom product ID" to access the variable selector or enter your own custom value:

File fields work like text fields but are designed to accept a URL. This URL needs to be publicly accessible and should not require authentication for MESA to access it. Currently, Google Drive and Dropbox URLs are not supported, and direct file uploads aren’t available in MESA. Instead, we suggest uploading your files to a service like and then using the URL provided.

variable
Shopify Files