⏩ Content Summary:
Learn about Pipefy’s multiple field types used to build forms, phases, and databases. Field types collect the information necessary to start or continue a process.
🔎 Learn how to access the phase and forms editing page
How to add fields
In the phase and form editing page, you’ll find different types of fields to choose from. Some are built to collect specific information like phone numbers or email addresses; others can have various uses, like short text fields or checkboxes.
To add a field, select your preferred format from the fields list, then drag and drop it into the place you’d like for it to appear in a phase or form. Give it a title (the information you are asking for) and save it.
How to choose the right field type
Ideal field for simple or specific information, such as names and addresses.
Ideal field for long or open-ended answers, such as descriptions, explanations, feedback, or activity briefing.
Dynamic fields pull existing information from the pipe and automatically fill a specific sentence with that information. They can be used as titles, descriptions, or explanations.
Think of them as highly customizable descriptive fields that use information from the process itself.
Use this field to let users, guests, or requesters attach documents like resumes, budgets, PDFs, or spreadsheets and images, or whatever else is needed for your process.
Use this field to add a multiple-choice list where one or more options can be selected.
Ideal for when a requester wants to order different materials from the marketing team or when employees need to request various types of work equipment from purchasing or IT teams.
This field provides a list of pipe members that can be selected and assigned to review information or complete a task.
For example, in a purchase process, you can select who reviews and approves each request.
A calendar field where you can choose day, month, and year.
This can be applied to identify when requesters would like something to be done or to record a request’s submission date.
This date field has the additional option of entering a time.
It can be used to choose meeting times, in addition to meeting dates, for example.
This date picker allows requesters to choose a due date.
Ideal for when there is a deadline for payment, delivery, or activity.
Field adds a list of tags that will appear at the top of cards.
Great for signaling a task's urgency, the team responsible for the card, or a lead's temperature.
Specific field to collect email addresses.
Specific field to collect phone numbers, including country code.
A long list field with several options that are hidden and allows only one selection. The list is displayed when the person clicks the down-arrow button.
This can be used to select a department or a purchasing category.
A list format field where all options are displayed, not hidden, and allows only one selection. Ideal for lists with few items.
A time selector field that can be used to schedule meetings.
A field to request numerical answers only.
For example, the quantity of products that must be purchased by a team or individual.
A specific field to request monetary amounts.
This field can be used in the recruitment process to gather candidate compensation expectations, or in an expense reimbursement process to specify the total cost spent that needs to be reimbursed.
People can also choose the currency type when they fill in the field (dollars, euros, pounds, and so on). This way, you can use the same field type for different currencies.
A field that automatically generates a unique identification code for cards. It can be used to numerically identify requests in a purchase process or leads in a sales pipeline.
This field creates connections with other processes to link cards.
For example, this can be used to seamlessly share information from a sales pipeline to a customer onboarding process.
This field connects a pipe to a database table so you can retrieve or create new records.
Ideal for centralizing and managing supplier, lead, customer, or employee databases.
You can enable fields with unique values to prevent duplicate data from entering your process or database. This ensures that your data is reliable throughout the entire process without duplicating information or the need to verify its accuracy from other sources.
For example, if a candidate has applied for a specific position and their information already exists in the recruitment pipe, it is not possible to create another card for this position with the same person's name. The following field types require unique values only:
Date and time