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Search results for:start form

Edit the start form

Learn how to modify a pipe's Start Form and the fields in it… Related Content: Pipefy Forms How to create a start form How to delete a start form… Estimated reading time: 2 minutes To start, click on the create card button to access the Start Form

Create a start form

Learn how to create and use a Start Form to collect information when building a process… Who can edit the Start Form?… How to build a Start Form?

How to share forms

You can share the start form from the start form button or by clicking on Share Start Form in the pipe's… A public form is the public version of the start form… Start form

What is a public form?

Let external users create cards in any pipe by turning a start form into a public form and sharing it online… Contact form Feedback form Subscription form Job application form Internal requests… The public form is a public representation of your start form and it is used to create cards in your

How to use keyboard shortcuts

Start form shortcuts… The list of available shortcuts is divided into: pipe, start form, card, and database… How to use the Start Form What is a Card? What is Pipefy's Database?

Connect start forms to phases in different pipes

For example: Connect the "won" phase in a Sales CRM to the Customer Onboarding start form. ​… When candidates accept a job offer, send their data to the employee onboarding start form. ​… In the field function, choose the option create record to set the connection between the Start Form and

How to create automations to set assignees via database

Add a connection field in the start form… Next, edit the start form and add a database connection field, which requesters will use to inform the… While editing the database form,: Insert 1 dropdown select field to inform the department

Create and edit fields in forms and phases

Use fields to collect information, start a new process, or move cards forward to other phases… How to add fields in a start form… How to edit a field in a start form

How to create and edit database forms

How to share the start form… Check out this video about databases: [Inline Video] Each database has a start form in which… You can share your start form with other users

How to collect information in Pipefy

Learn how to collect requests, inputs, and information to start your processes… One of the most loved capabilities of Pipefy is the Public Form: a version of the Start Form which non-Pipefy… Start Form