Elements
Elements are the building blocks of your KYC workflows. Each element represents a form field that customers fill out.
Available Element Types
Text Elements
Text Input
Single-line text field for names, addresses, etc.
Configuration Options:
- Label
- Placeholder
- Max length
- Pattern validation (regex)
- Required/optional
Use Cases:
- First name, last name
- Street address
- City, state, country
Textarea
Multi-line text field for longer responses.
Configuration Options:
- Label
- Placeholder
- Rows (height)
- Max length
- Required/optional
Use Cases:
- Additional notes
- Description fields
- Comments
Email address input with automatic validation.
Configuration Options:
- Label
- Placeholder
- Required/optional
Use Cases:
- Primary email
- Secondary email
- Contact email
Phone
Phone number input with format validation.
Configuration Options:
- Label
- Placeholder
- Country code selector
- Format (international, national)
- Required/optional
Use Cases:
- Mobile number
- Home phone
- Business phone
Number
Numeric input with min/max constraints.
Configuration Options:
- Label
- Placeholder
- Minimum value
- Maximum value
- Decimal places
- Required/optional
Use Cases:
- Age
- Income
- Account numbers
Selection Elements
Select (Dropdown)
Single selection from a list of options.
Configuration Options:
- Label
- Options (add/edit/remove)
- Default selection
- Searchable
- Required/optional
Use Cases:
- Country selection
- Document type
- Business type
Radio Buttons
Single selection from visible options.
Configuration Options:
- Label
- Options
- Default selection
- Layout (vertical/horizontal)
- Required/optional
Use Cases:
- Gender
- Yes/No questions
- Multiple choice (3-5 options)
Checkbox
Single or multiple checkbox selection.
Configuration Options:
- Label
- Options (for multiple checkboxes)
- Default checked state
- Required/optional
Use Cases:
- Terms and conditions
- Marketing consent
- Multiple selections
Date & Time Elements
Date Picker
Date selection with calendar interface.
Configuration Options:
- Label
- Date format
- Min date
- Max date
- Default date
- Required/optional
Use Cases:
- Date of birth
- Issue date
- Expiry date
File Upload Elements
File Upload
Generic file upload for documents or images.
Configuration Options:
- Label
- Accepted file types (PDF, JPG, PNG, etc.)
- Max file size
- Multiple files
- Required/optional
Use Cases:
- Supporting documents
- Certificates
- General file uploads
ID Verification
Specialized ID document upload with verification.
Configuration Options:
- Label
- Accepted ID types (Passport, Driver’s License, National ID)
- Front/back upload
- Auto-verification enabled
- Required/optional
Features:
- Automatic document scanning
- Data extraction
- Face recognition (if enabled)
- Document authenticity checks
Use Cases:
- Passport verification
- Driver’s license verification
- National ID verification
Residence Verification
Proof of address document upload.
Configuration Options:
- Label
- Accepted document types
- Date requirements
- Auto-verification enabled
- Required/optional
Use Cases:
- Utility bills
- Bank statements
- Government correspondence
Special Elements
Explanation
Informational text block (not a form field).
Configuration Options:
- Title
- Content (rich text)
- Icon
Use Cases:
- Instructions
- Legal notices
- Help text
Creating Custom Elements
From Elements Library
- Navigate to Configuration → Elements
- Click Create Element
- Select element type
- Configure settings
- Save
From Workflow Builder
- Open workflow builder
- Drag element from left panel
- Configure in right panel
- Element is saved automatically
Element Configuration
Basic Settings
Every element has these basic settings:
- Label: The field name shown to users
- Placeholder: Hint text inside the field
- Help Text: Additional instructions below the field
- Required: Whether the field must be completed
Validation Rules
Configure validation for each element:
- Required: Field must be filled
- Min/Max Length: Text length constraints
- Pattern: Regex pattern matching
- Min/Max Value: Numeric value constraints
- Format: Email, phone, date format
Display Options
- Visibility: Show/hide based on conditions
- Width: Full width or specific width
- Alignment: Left, center, right
- Custom CSS: Advanced styling
Conditional Logic
Show or hide elements based on other field values:
- Select the element
- Enable Conditional Display
- Set condition:
- Show when: Field X equals value Y
- Hide when: Field X equals value Y
Example: Show “Company Name” only when “Business Type” is “Company”
Managing Elements
Edit Element
- Click on the element in workflow builder
- Modify settings in right panel
- Changes save automatically
Delete Element
- Select the element
- Click delete icon (trash can)
- Confirm deletion
Note: Deleting an element removes it from all workflows using it.
Duplicate Element
- Select the element
- Click duplicate icon
- Configure the duplicate
Reorder Elements
- Drag elements up/down within a group
- Drag elements between groups
Element Library
System Elements
Pre-built elements available to all tenants:
- Standard form fields
- Common document types
- Basic validation rules
Tenant Elements
Custom elements created by your organization:
- Branded elements
- Custom validation
- Organization-specific fields
Shared Elements
Elements shared across multiple workflows:
- Reusable components
- Standardized fields
- Consistent validation
Best Practices
1. Clear Labels
- Use descriptive, clear labels
- Avoid abbreviations
- Be specific (e.g., “Date of Birth” not “Date”)
2. Helpful Placeholders
- Show expected format
- Provide examples
- Guide user input
3. Appropriate Validation
- Don’t over-validate
- Use helpful error messages
- Validate format, not content
4. Required Fields
- Only mark truly required fields
- Clearly indicate required fields
- Explain why fields are required
5. File Uploads
- Specify accepted file types
- Set reasonable file size limits
- Provide upload instructions