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You must be the admin of a pipe to edit the form. Access your Start Form settings by opening the form clicking on the "+" icon, in the upper left corner of the screen. The button title is customizable and changes depending on the process.

Once opened, click on Edit Form to go to the editing screen.

Another option is to click on the Form button, located in the header of the pipe. Next, click on Edit. You will access the same edit page.

In the form settings, you can add fields by clicking on each field format and dragging and dropping them to the canvas. Name the fields as you prefer, rearrange them on the form, edit or delete fields that are not needed and customize the form according to your needs.

⚠️ Don't forget to save after making changes!

To access advanced options, click on the Advanced Options button located in the upper right corner of the editing screen. Here, you can edit:

  • Start form title: The title displayed when users open your pipe's form;

  • Create card button text: The text in the create card button (displayed at the bottom of the form);

  • Card title: Select one of your form's fields to be used as the title of your cards.

You can also edit form fields in another way: directly on the form itself when it's open. To do so, just open the form and scroll down to its end to view the button + to customize the fields in this phase. Click the button to add the fields to the form.

To edit fields, click on the three dots next to the field's name and on Edit this field.

⚠️ Don't forget to save after you're done editing your field!

Watch the video to learn how to begin editing your Start Form and get hands-on!

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