Estimated reading time: 5 minutes
In Pipefy, we use fields to build forms. Users fill the fields with the required information to begin or to continue with a process.
Pipefy templates come with predefined forms and predefined fields, which you can edit at any time.
If you're creating a pipe from scratch, you'll have to build forms from scratch too, by adding fields to them.
In the form editor, you'll find different field types. Some are designed to gather specific information, such as phone numbers or email addresses. Others are designed for diverse uses, such as short text entries or checkboxes.
To build a form, click, drag and drop the desired field, give it a title (the information you are asking for) and save. Repeat this step for all fields in the form.
Find detailed instructions about how to build a form.
How to choose the right field?
Below are examples of information types and recommended fields for Pipefy forms.
Information type | Recommended field |
Names, addresses, ID numbers or any other information in short sentences | Short text |
Customer feedback, briefing details, additional observations, or any other information that needs further explanation | Long text |
Email address | |
Phone number | Phone number |
List of options where a user can select multiple answers | Checkbox |
List of options where a user can select a single answer | Radio or dropdown select |
Due date | Datetime |
To set the time | Time (set according to your time zone) |
Identify cards per priority level, or request type | Label |
Numeric values (1, 12, 345) | Numeric |
Amount of money ($10,000) | Currency |
Generate a requirement number | Card ID |
Connection | |
The person responsible for a card | Assignee |
Attach files such as PDFs or spreadsheets | Attachment |
Insert a message at the top of your form, links, images or tables |
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