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Most inputs in a pipe come from forms. By sharing it with stakeholders, you collect the exact information you need to move on with the process as it flows along.
Start form
The start form is used to begin a process. The information you or your stakeholder provide becomes a card.
You can find it by clicking the + plus icon on the bottom left of the screen.
Share the start form
You can share the start form from the start form button or by clicking on Share Start Form in the pipe's menu.
You can enable the public version of the start form and copy its link for anyone to access (more details).
Configure How to Share the Form
The default sharing option is "Public to anyone with the link," which allows anyone, regardless of location, to access the public form with just the link.
However, there are other options:
Restricted to selected people: Select this option if the form should only be accessed by specific users or groups. Choose the users and click Share to complete the sharing process.
This option also allows the form to be added to the organization's portal:
Restricted to {Organization Name}: Select this option to make the form accessible to all members within the organization through the portal.
The ability to share information with specific people helps you work more securely.
Forms can be found through the portal's search field. The portal, as well as the search field within it, only displays forms to users who have permission to access them. So, even if everyone has access to the portal, private forms will only be shown to those who are authorized.
Public form
A public form is the public version of the start form. You'll get a link to share with anyone as you enable sharing it.
For a detailed tutorial, read the article on how to customize a public form.
Share the public form
To generate the form's unique link, go to Kanban view, click Share Form, and access the link.
Only pipe Administrators can edit forms.
Allow people with other roles to edit the start form on the Admin dashboard.
Phase form
You can share a form that's specific to a particular phase. When you turn on this feature, you'll get a link you can easily share with a stakeholder.
Any information they enter into the form will automatically fill out the fields for that phase.
For a detailed tutorial, read the article on how to share phase forms.
The link to the phase form is available to anyone. To ensure only authorized people can access it, they must confirm their email addresses before interacting with the form.
Task
You can also share a phase form as a task. Think of it as a form you send someone through an email template.
When they click on the task, they will go to a unique portal to see all the tasks they need to complete.
For a detailed tutorial, read the article on how to create and receive Tasks.
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