Make the most of forms by customizing and sharing them with the right people. Learn how to:
Use start forms to collect information to start processes.
Edit fields to attend to your needs.
Share forms with the right people, publicly or internally.
Create portals with public forms.
Use phase forms to collect information during processes.
What are forms for
With forms, you collect the information needed to start a standardized and secure process.
🎥 If you prefer, watch a video about start forms:
Collect information to start the process
Each pipe has a start form to collect information and start a process. For example, in procurement, you can use the form to collect data for new purchase requests; in recruiting, you can use it to send a new application to a candidate.
Once you receive the completed form, it will arrive in the pipe as a new card.
Click the plus sign button (+) at the bottom of the pipe to open the start form.
Customize and adapt your form according to your process needs. You can include, alter the order of, or delete fields on the editing page. You can also access the editing page with the Form button.
Share the start form
You can share the start form in different ways with other people.
Public Form: Anyone with the link or using a page with the embedded form can create cards. Learn more about public forms.
Internal Form: Only people with access to Pipefy or who you allow can open cards in an internal form available in portals.
Portals: Create portals with start forms for your company and centralize the requests safely. Learn more about portals
Create portals with forms
Create portals to cluster forms in one place, so your team can access a centralized page to open requests.
🎥 If you prefer, watch this video on how to create a new portal:
Click on Portals at the top of the screen.
Then, click on Create new portal.
Define who can access the portal according to your needs
Company portal: Only people who are part of your company will have access to the portal.
Link access: Only people who have the link can access and request through the form.
Public on the web: People can find the portal through an internet search.
Customize the portal to have your company’s visual identity. Add a logo, background image, name, and description. You can also add titles, subtitles, texts, horizontal lines, and buttons.
Click on Add A form.
Select the form you prefer.
Customize the title and create a description (up to 45 characters).
Don’t forget to save your work. Then, click Save and close at the top of the screen when you finish the editing.
Collect information during the process
You can also send forms to collect information or request approvals from cards.
With phase forms, people who access the shared link can fill out the fields of that specific phase.
Open a card where you need to send the phase form.
At the top, click on Share.
Activate the sharing and send the link to the person.