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Every pipe has a start form. It's the pipe's from door and it's used to create new cards in a pipe. It's used to ensure your process input is provided according to your pre-established execution rules.
Under normal circumstances, only your company members (users logged into Pipefy) would have access your pipe’s start form, considering it’s inside the pipe.
The public form feature enables you to make it accessible to ‘outsiders’ (users not logged into your company). You can use it to make the form available externally via:
- A shareable URL that'll take users to a customized page;
- An embed code to add the form in a page in your website (such as a contact form).
Learn how to share public forms inside Pipefy here.
The public form is a public representation of your start form and, therefore, will also be used to create cards in your pipe. Whenever someone fills in the information in a public form, a new card will be created in the pipe it belongs to.
Public forms are a way to interact with process stakeholders that are not members of your company or pipes, such as members from other teams, customers, suppliers, etc.
This feature allows you to easily organize all the information you receive, extract the data you’re looking for and then provide the necessary response.
Public Forms can be used as:
- Contact form
- Feedback form
- Internal requests form
- Comments/suggestions form
- Subscription form
- Job application form
- Client onboarding/registration
- And many other scenarios.
There are a lot of use cases for Pipefy's public form, and you can apply it to your department. Among the examples, we can mention:
Public forms allow you to gather the exact information your Marketing team needs from your requesters. You can customize it by selecting various types of fields, making them mandatory and adding a custom title, description or background image.
Briefings can be a problem if they don't contain the exact information your team needs to perform a task. Marketing teams can avoid looking for the same information in different channels (such as emails or phone calls) and create a pattern for their requests, making sure your clients' provide them in a single place.