Estimated reading time: 5 minutes
Every process starts with data collection that will guide the next steps of your process.
At the beginning of a recruitment process, you must know who the candidate is. In a reimbursement process, you have to identify what was purchased and its cost. During sales, you have to record your client's name, their contact information, and what you are trying to negotiate. There are many examples of this!
In Pipefy, you can quickly and easily collect all the data you need using public forms. Public forms can also be created for individual phases within your processes, enabling external users to interact with specific steps as needed.
To activate this option, open your pipe and go to the sharing center, where you can customize your form and get the link to access Pipefy for guests.
📌 In Pipefy for guests, people that aren't members of your pipe (clients, suppliers, co-workers, etc.) can quickly access and fill forms with the information you've required.
Click on the share button, located in the right corner of your pipe's header. If you prefer, open the start form and click on share form. Both ways will lead you to the sharing center.
On the left side, we have the Public Form settings, as you can see below.
Click on the switch button to turn your form public. Then, copy the link to share it with other people.
You can also copy its code and place it on your webpage. Developers can use the GraphQL API to dynamically generate unique public form links for cards in specific phases, providing tailored access to users.
To change its colors, add text, and a logo, click on customize. Learn how to custom your public form here.
When you click customize, you can enable the request tracker, allowing guest users to follow the status of the forms they've filled. Additionally, you can create phase-specific public forms that share relevant form fields with external users, enhancing collaboration and streamlining specific workflows.
In the bottom left corner, you will find an option to add members to the pipe, in case you want to invite people to access the process.
On the right side of the page, there are more sharing and collaboration options available in just a few clicks. Check them out:
Set up the form with an email inbox: This is where you can set up an email address to receive messages that will become cards, selecting which data (fields) will be transformed into information within the cards.
Add the form to a Portal: This is a shortcut that allows you to create a portal from scratch or add the form of this pipe to an existing portal. A portal brings together several Public Forms in one place, allowing you to share a single page with different forms, separated by department, for example.
Connect your form to another pipe: Here it’s possible to connect different pipes and include the Start Form of your process in a phase of another process, integrating demands between teams and departments.
Permission to access the form: You can also define if users who are not members of this pipe can create cards or not, enabling users across the company to create new requests.
That’s all you can do on the sharing page! Start receiving several types of requests in different ways according to your preferences, whether through a portal, a connected pipe, or even by email. Additionally, you can use public interfaces to provide external users access to curated data and workflow visualizations, enhancing their understanding of your processes.
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