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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 varies depending on the process.

Once it's open, click on the 3 dots in the upper right corner of the form and select 'Edit the start form'.

Another option is to click on the Form button, located in the pipe header, where you can open the form builder and drag and drop fields, creating and viewing in a much easier and agile way. Click here to learn more about the forms builder.

Within the form’s settings, you can add fields, modify or delete fields.

In the advanced options you can customize:

  • 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 add new fields to your form by opening it and selecting the '+ to customize this phase fields option.

To edit the fields in your form, simply open the form, 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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