This article will cover the following topics:
📋 What’s a Form?
A form is what you see when you create any new record or edit an existing record. A form includes a combination of system fields and custom (or user-defined) fields that you can choose to add.
Here’s an Opportunity Form ⤵
and here’s an "Account Form", but this time, it’s the view from the Admin Module (Fields & Forms menu) ⤵
📝 What’s a Field?
Fields are just objects placed on a Form to capture data. All of the logical fields are already in the system - for example, Account Name, Address, Website, Phone numbers for Accounts and Opportunity Name, Close Date, Value for Opportunities.
There are a (very) few fields that have to remain on each form — outside of those, you can choose which of the default fields to use by adding them or removing them from Forms and you can create any number of custom, user-defined, fields and add them to the right Form so your users can use them. Try it — you just click to create your field and, once saved, drag and drop to place it on the form!
All of these are fields of different types ⤵
🔑 Key Terminology you need to understand
These are the types of record in Pipeliner that you can customise using Fields & Forms. Tasks and Appointments are available for Enterprise Tier customers only ⤵
Click on the entity you want to work on and the default form name will be listed ready for you to edit.
NOTE: If you’re using multiple pipelines, you get to set up a different form per pipeline!!! So you can capture different information for your Direct Sales opportunities and your Customer Success opportunities, for example.
Fields are placed on Forms so your users can fill them in. Fields can be system fields or created by you (custom/user-defined). You can create lots of different types of the field — e.g. dropdowns or currency fields. You can make fields required, or calculated …You really can build exactly what you need! ⤵
📝 Fields Tab
On the right-hand side of the form, this shows you all the fields that are available but not currently placed on the Form and you can also create brand new custom fields from here.
🔗 Web Elements
Elements are your formatting options — choose from a single field to a row, 2 fields and so on. Use the blue Group Title elements to create sections on your form.
🔗 Web Resources
These are fields that display information from other sites within your Pipeliner form. In the example, the Account name is passed to the Bing News site using a web resource field and the result is shown below on the Account form within the App. Pretty cool! ⤵
To make your changes available to your users, you must publish them by clicking on Publish Changes.
NOTE: The Undo Changes link allows you to abandon your changes ⤵