Local Data Fields let you create data fields directly in a document or template - exactly when and where you need them. Unlike playbook fields, local fields can be created on the go by any user, with no pre-configuration required.
This makes it easy to:
- Capture missing details once and reuse them across the agreement
- Reduce manual copy-paste and the risk of inconsistent values
Once created, you can use local fields just like playbook fields: drag them onto PDFs, insert them into documents, and use them in section rules to control dynamic document behavior.
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NOTE Please note that Local Fields are standalone fields stored only in Oneflow templates and documents. |
How to activate
- Go to Marketplace > Local Data Fields.
- Click Enable.
How to create
Once enabled, local fields can be used in both templates and documents.
- Open your template or document > Data fields.
- Under Local fields, click + Create field.
- Enter the field name (optional: add a description and a value), then click Create.
Edit created local fields
In your template or document, open Data fields > click the action menu next to the field to edit or delete it.
Use local fields in templates and documents
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NOTE If the local field you want to use in a text or form section isn’t listed, you can create a new one directly from the drop-down list — without leaving the current view. |
Add local field to a form section
- Open a template or document.
- Click the + icon in the template > Form to add a form section.
- Click Add field > select a data field (or create a new one) > Save.
Add local fields in plain text
- Open a template or document.
- Click the + icon > Text to add a text section.
- In the text field, place the cursor (or highlight the text) where you want to add the field > click the Insert data field icon in the action menu above.
- Select a data field (or create a new one) > Confirm.
Map local fields on top of a PDF
There are two ways to map data fields onto a PDF—choose the method that works best for your workflow. Both options are quick and convenient, so you can map fields wherever you are in your PDF document or template!
From Data Fields tab
- Open your document or template.
- Click the + icon in the template > PDF document.
- Upload the document.
- Open Data fields, then drag and drop the field onto the PDF.
From Content tab
- Go to Content.
- Under PDF fields, drag and drop the Data field onto the PDF.
- Click the field to connect it to an existing data field (either a local field or a playbook field)—or create a new local field.
🔗 Click here to read more about Fields on PDF.
FAQ
How are local fields different from playbook fields?
Playbook fields are set up in advance in a playbook and can be reused across the organization. Local fields, by contrast, are created directly inside a document or template and scoped to that specific context. This means you can spin up a field instantly without any prior configuration. Perfect for ad-hoc needs, while playbook fields remain the better choice for standardized fields where transferring of data from and to integrations are needed.
🔗 Click here to read more about Playbook Fields (Data fields).
Can I use local fields in section rules?
Yes! Local fields work just like other data fields. You can use them to drive conditional logic, showing or hiding sections, or modifying document content based on the value a user enters.
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