Add a dedicated phone field to capture a validated number during a run. The value can be reused in variables and features like Send SMS on Step Completion.

Setup

  1. Edit a step and add a Phone Number field.
  2. Optionally set it as required.
  3. Save. During the run, users enter a number (auto-validated & formatted).

Usage

  • Reference with variables (e.g., {{CustomerPhone}}) in messages, notes, or automations.
  • Target recipients for SMS notifications using the captured phone field.
  • Filter/search runs using the phone value to find related records quickly.

Validation & Format

  • Supports international numbers with country code and E.164 formatting.
  • Prevents common input errors (invalid length, non-numeric).

Tips

  • Make it required if downstream steps (e.g., SMS) depend on it.
  • Use clear labels like “Customer Mobile” or “Technician Phone.”
  • Test a sample run to confirm variable rendering and formatting.
April 25th, 2025

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