Estimated reading time: 2 minutes
If you prefer, you could also watch a video about how this feature works:
Your pipe's start form is its front door. It represents the input of your process and it's extremely important that you take your time to structure it properly to make sure you ask for all the information you need in it without adding unnecessary fields.
But let's assume you're creating a new process from scratch. Your form will come with a single short text field asking 'what?'. To make your form complete you'll need to add fields to it, here's how you do it.
You don't necessarily create a new start form, it already comes as a default setting. The start form it's the first standardized input into your process.
How to add fields in the start form
To add fields to the form, click on the upper left button to create a new card or go to the forms page located in the pipe header. You can edit the form, if you are the admin user of the pipe, directly in the form view itself or open the editor for more freedom and agility.
To do so, click on the Form button in the pipe header, then select Edit.
Drag and drop fields on the form, customizing it according to your needs.
Once the field window is open you'll add the field title and if you want a description and help text, its options (if it's a multiple-choice field), and choose if it's mandatory and editable in other phases.
Once you're done editing, save it and that's it, your field is created! Keep on going until you feel like your form is complete and you're asking for all the information you need to kick off your process!
Click here to learn more about the forms builder.