Estimated reading time: 7 minutes
Before sharing a form with someone outside your pipe, you may want to add a custom message, instructions, or summary to give more context about the form.
To do so, use the dynamic content field.
It collects data from previous phase fields and automatically inserts them into the form you are going to share.
Let's take a look at this example:
At some point in your purchase process, you’ll have to ask the financial manager for approval. So, while creating your form, add a dynamic content field to give more information about the order, such as items needed, total costs, and details about the supplier, using data collected on former phases.
This way, whoever receives the form will know exactly what it is about and what to do next.
Since you won't have to look up each piece of information manually, the dynamic content field is a time saver. Just create your message by selecting the previous fields you want to reference.
This tool will increase your agility, creating better workflows while guaranteeing everyone involved is on the same page, which gives more confidence and credibility to your information.
Where to find it
To add a dynamic content field to your form, hover the cursor over the phase and click on the gear icon.
If you are working on a start form, open it up and click on edit form.
On the left side menu, you'll find the dynamic content field.
Click and drag it to the form. The next step is to type your message. Click on the dynamic field to choose the data you want to mention. You can add links, bullet points, change the text color, make it bold, italic, or underlined.
Pro-tip: If you choose an attachment field from a previous phase, guest users will be able to download a sample file.
📌 Since there are no former phases for the start form, it is impossible to add dynamic fields. But you can still use this tool to create a custom message. Check out more tips on using the dynamic field on a form.
Any activity that involves approvals and information exchange benefits from the dynamic content field. Here are some examples:
Human Resources: Use the dynamic content field to share public forms with employees and ask for their information during an onboarding process. You can also create public phase forms with this field type to request for approvals, like vacations, job promotions, or a new applicant. If your company has performance improvement plans, you can also apply this feature.
Finance: Financial teams deal with a lot of requests and information daily. They have reimbursement requests, purchase approvals, procurements, and accounts receivable, just to name a few. Adding a dynamic content field in public forms is a good idea to give more context to approvers and facilitate decision-making.
Customer Success: If you are a customer-first company, you probably want to offer the best experience ever. So you may want to use a public form to start a customer onboarding or ask them for feedback with an NPS. Use the dynamic content field to give instructions about what to do.
Marketing requests: Usually, the person that requires a marketing campaign is the same person that approves it. Use the dynamic content field to give clear instructions at the first stages of the process and create an informative briefing. When everything is ready, you can attach the campaign files with the dynamic content field to request approval.
Sales: You can add a dynamic content field to a phase form and ask them to confirm the follow-up call, close a deal, or even negotiate with them, for example.
IT: If you offer digital products, you may keep track of bugs. To validate who will complete requests and when they’re complete, make a phase form public and add a dynamic field to request this information.
Pro-tip: Your guest user (the person who is receiving the tasks and ordering requests) will find them both at the Pipefy for guests, a platform where they have exclusive access.