I added fields to my process or board, but they don't appear in the integration. How do I refresh them?

Short answer: An integration keeps a snapshot of the flow's fields from its last trigger test. Publish the flow, then refresh and retest the trigger and each action.

Why it happens

• New fields appear only after the flow is live and the trigger is retested.
• Fields that are hidden or not editable in the form and its permissions don't appear in the action.
• Changed field settings, such as a user field switched to multi-user, aren't picked up until you retest.

How to fix it

1. Publish the process or board with Go live.
2. Open the trigger step, click Refresh fields, then test the trigger again, or use Use sample data.
3. Open each action that needs the field and click Refresh fields. Remove mappings to fields that changed.
4. Search for the field by its field ID, not its display name.

These steps follow using newly added fields in integrations.

If the field still doesn't show:

1. Check that the field is visible and editable in the form and its permissions, and check its visibility rule.
2. Make sure the trigger uses the same flow the field lives in. A field in a dataform won't show under a process trigger.
3. Reload the browser page.
4. If a retest fails, check for mapped fields whose type differs between source and target, such as attachment and text. Match the types or remove the mapping.
5. If nothing works, create a new integration.