Fields are the rules that help enforce the execution standards in your processes. Creating and editing fields in your pipe's start form and phases is really easy.

Let's begin by adding new fields to your start form and phases.

Adding a new field to the start form

To add a new field to the form we'll start by opening the form by clicking on the "+" icon in the lower right corner of the screen.

Then, we'll click on "click here to customize this form" to select the type of field we want to add. Once the field window is open we'll add the field label (its title) and we can also add a description and help text, its options (if it's a multiple choice field), establish if it's mandatory and editable in other phases.

Once you're done editing, save it and that's it, your field is created!

Adding a new field to a phase

To add a new field to a phase we'll start by opening a card in the phase we want to add the field in.

Then, we'll click on "click here to customize this phase fields" to select the type of field we want to add. Once the field window is open we'll add the field label (its title) and we can also add a description and help text, its options (if it's a multiple choice field), establish if it's mandatory and editable in other phases.

Once you're done editing, save it and that's it, your field is created!

Editing fields in the start form or phases

Now let's move on to editing fields in both the form and the phases, since it works the same way.

If you want to edit a field in the form, you'll need to open the form by clicking in the "+" icon the lower right corner of the screen. 

If you wish to edit a field in a phase, you'll need to open a card in the phase you want to edit the field in.

To edit a field, all you need to do is click on the three dots next to the field's name then on 'edit this field'. The field edit window will open, where you can edit everything about the field except the field type.

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