Preview task input fields

Use the task field preview to see how each input field will appear to users when they complete an agent task.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the task builder field preview

In the agent task builder, navigate to the section where input fields are configured and select a field to view its preview panel.

Step 2: Review text and number field previews

For text and number fields, check that the field label, required asterisk, description, and placeholder text look correct in the read-only preview input box.

Step 3: Confirm boolean (checkbox) field behaviour

For boolean fields, review the checkbox preview to ensure the label, description, and default ticked or unticked state match what you expect users to see.

Step 4: Validate date and date-time field layout

For date and date-time fields, confirm that the label, required indicator, description, and disabled date picker control appear correctly formatted for end users.

Related Tasks

• Configure Task Input Fields
• Design Agent Task Form

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Last updated: 2026-01-01