Bulk Add/Bulk Import (AI created) Step Fields

WorkZerk lets you quickly add onboarding step templates using two methods: Contact Fields for common contact-linked fields, or Bulk Import (AI created) for custom configurations that can use special instructions in JSON format generated by AI tools such as Gemini, Claude or ChatGPT (for example).

Bulk Add Fields

Contact Fields are a built-in set of common onboarding prompts that automatically link responses to your contact database. Things like name, address, banking details and social media.

To add Contact Fields, open your onboarding portal's step templates and click + BULK ADD/IMPORT. You'll see five groups of fields: Contact Details, Street Address, Postal Address, Banking Details and Other. Expand any group, tick the fields you need, then hit Add Templates.

Each field is created as a prompt-type text input type step and is automatically linked to the matching contact field. When someone completes onboarding, their responses flow straight into their contact record — no manual data entry!

Bulk Import Fields (Using AI)

For more control, you can paste or type instructions in the JSON data format directly to bulk-create templates.

This is handy when you want to share configurations between organisations, replicate a setup, or prepare templates offline.

Your JSON must be an array of template objects. Here's the schema which can be understood by your favourite AI chatbot or tool (by copying and pasting the schema below into your AI chat window).

All you then need to add is what fields you wish to add.

For example, you might wish to have AI create a set of ‘Emergency Contact Fields’.

You simply need to use the prompt below in your preferred AI chat window:

AI Prompt (Including JSON Schema)

JSON Schema Copy

Please create using the schema below JSON for a set of 'Emergency Contact' fields in their own folder for WorkZerk (www.workzerk.com.au)
    
  {
  "$schema": "http://json-schema.org/draft-07/schema#",
  "type": "array",
  "items": {
    "type": "object",
    "required": ["Description", "Folder"],
    "properties": {
      "Description": {
        "type": "string",
        "description": "The label for this field e.g. 'FirstName', 'BSB'"
      },
      "Linked": {
        "type": "string",
        "description": "The contact field this maps to e.g. 'FirstName', 'BSB'",
        "default": ""
      },
      "FolderOrdinal": {
        "type": "integer",
        "description": "Display order within the folder, starting at 0",
        "default": 0,
        "minimum": 0
      },
      "Folder": {
        "type": "string",
        "description": "The section this field belongs to e.g. 'Contact Details'"
      },
      "InputType": {
        "type": "string",
        "description": "The input type: 'Text' (single line), 'Block' (multi-line), 'Single' (radio buttons), 'Multi' (checkboxes), 'Date', 'Check', or empty",
        "enum": ["", "Text", "Block", "Single", "Multi", "Date", "Check"],
        "default": ""
      },
      "InputOptions": {
        "type": "string",
        "description": "A tilde-separated list of input options (choices) e.g. 'Red~Green~Blue'",
        "maxLength": 1000,
        "default": ""
      },
      "Upload": {
        "type": "string",
        "description": "Require file upload. '1' = true, '0' = false",
        "enum": ["", "0", "1"],
        "default": ""
      },
      "Sign": {
        "type": "string",
        "description": "Require e-signature. '1' = true, '0' = false",
        "enum": ["", "0", "1"],
        "default": ""
      },
      "Declaration": {
        "type": "string",
        "description": "Optional declaration text displayed under a 'Check' Input Type or 'Sign' action e.g. 'I agree'",
        "maxLength": 200,
        "default": ""
      },
      "PromptForExpiry": {
        "type": "string",
        "description": "Require an expiry date on each file upload. '1' = true, '0' = false",
        "enum": ["", "0", "1"],
        "default": ""
      }
    },
    "additionalProperties": false
  }
}

Tips

• Keep FolderOrdinal values sequential within each folder so your steps display in the right order.

• Use the Linked property whenever you want onboarding responses to automatically populate contact records. Leave it empty if the step is informational only.

• JSON import validates your input before creating anything. If there's a formatting error or missing required fields, you'll see an error message and nothing will be created.