The Forms app facilitates data collection from both internal and external sources. Often, Admins will create customized forms designed to collect data from specific groups or teams. Admins have the ability to control what fields are visible to the individuals entering and submitting information. Forms can be tailored to include a default pre-filled value in a submitted record or to apply conditional logic for displaying or hiding specific fields based on inputted field values or selections. Specific saved views and alternate searchable fields are available for reference or reference multiple fields included on forms. Below, you’ll find several form customization options that are available to enhance the efficiency and accuracy of your data collection.

From the expanded Forms app window, create a new form or open an existing form. Under the Build tab, verify that Fields is selected on the left-hand side.

Hover your cursor over the field name and select the cog icon that will appear to the right.

The field settings will appear under the field name.

You can control field visibility within the field settings by selecting the show / hide icon to the right of the field name. After applying a default value, you may want to hide the field so it does not appear on your form.

Show on form:

Hide on form:

Under the field display settings, you can:

Once finished, click Apply.

You have the option to set a default value for a required field, whether it is visible or hidden on your form. When the form is submitted, the corresponding table record will be populated with the pre-filled value. This feature supports internal form workflows and allows new records to be segmented using filters or saved views. A practical use case may involve creating fields in a Pitchly table that automatically populate with pre-filled values such as a form review status “Pending” or form name. Once a form is submitted, the newly created records can be filtered based on the pre-filled status or name values. The field with the pre-filled default value can be hidden on the form to avoid confusing users who are populating it.

When finished, click Apply.

Conditional logic can be applied to show or hide specific fields based on input values or selections. For instance, consider a New Deal Submission form with two fields: “Deal Value Confidential” (a yes/no field) and “Deal Value” (a currency field). You would only want to show the “Deal Value” field on the form if it is not marked as confidential.

Multiple conditions can be applied. When finished, click Apply.

When using reference or reference multiple field types, you will have the option to limit selections to a specific view in the referenced table. For example, the Company field references the Companies table. Within the Companies table, there is a saved view entitled “Active Companies.” This view displays company records with a status of “Active.” When a saved view is selected, individuals populating the form will only have access to choose from records that meet the saved view criteria. To apply, toggle the switch “Only allow records in a specific view to be selected.” All shared saved views for the referenced table will appear in the dropdown.

Once you select the desired saved view, click Apply.

Please note: Personal views will not appear. Saved views must be shared with the organization in order to apply.

You also have the option to select an alternate searchable field when including reference or reference multiple fields on a form. This feature can be used to allow individuals to search for referenced records using another datapoint associated with the record rather than the primary field. For example, rather than input the company name “HubSpot” which serves as the primary field, the ticker symbol "HUBS" can be entered to locate the desired record. The alternate field value will display on the form.

Table:

Form:

Once the desired alternate field is selected, click Apply.

Once you have applied all form customizations, click Save Changes at the bottom of the fields panel on the left-hand side.

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.