🔐 Available on all plans
🎯 For those who want to receive standardized information to start the process
⏩ TL;DR
Make the most of your forms by customizing and sharing them with the right people. Learn how to:
Use start forms to collect information to start processes.
Edit fields as you need.
Share forms with the right people publicly or internally.
What are start forms for
With start forms, you can collect the right information to start the process in a standardized and secure way.
🎥 If you wish, watch this video to learn how start forms start processes:
Collect information to start the process
Each pipe has a start form to collect data to start a process.
For example, in procurement, the form collects information to start a new purchase request; while in recruitment, it collects information about a candidate.
As soon as the data is sent, it arrives at the pipe as a new card.
Click the plus sign button (+) at the bottom of the pipe to access the form.
How to edit the form
You can customize the form according to your process's needs. Click Edit form to access the editing page, where you can add fields, alter the order, or delete fields.
You can also access the editing page through the Forms tab at the top of the pipe.
💡 Tip: Make sure all needed information is available clearly and objectively to start the process. Customize forms with different field types that can be mandatory or optional. Set up field conditionals to show or hide information according to what is filled out.
✨ Get inspired:
In an IT process, create fields to collect names, emails, and to understand users needs or problems. From this data, you can prioritize tickets automatically. Learn how to create automations to prioritize IT tickets.
In a recruitment process, create fields to collect application data, including name, educational background, professional experiences, and desired role. Learn how to automate candidate selection and speed up hiring.
In a procurement process, create fields to collect information about the requester, which items to buy, and total estimated cost. This way, you can share this data with the person responsible for approval.
📢 Keep in mind: You cannot create cards while on the editing page. To do this, go back to the pipe and use the plus sign button (+) at the bottom of the pipe.
How to share start forms
You can share a start form in different ways:
Public form: Anyone with the link or using any page with the embed form can create cards. Learn more about public forms.
Internal form: Only people with access to Pipefy and whom you allow will be able to open cards with the internal form available on the portals page.
Portals: Create portals for your company and enable start forms, centralizing the requests opening safely.
Related content
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