Configuring Creation Forms

At Pulpo, we offer an advanced feature that allows you to customize creation forms for objects like vehicles, payment methods, and more. With this tool, you can adjust the order, sections, and visible fields in forms, adapting them to your business needs.

Here is how to configure them and the benefits of this functionality.

Follow these steps to personalize creation forms in Pulpo:

✔ Access the Configuration Menu:
🔹 In the object table (e.g., vehicles or payment methods), click the three-dot button in the top right corner.
🔹 Select "Configure Forms" from the dropdown menu.

✔ Customize Sections:
🔹 In the configuration panel, you will find two main sections:

✔ Reorder Fields:
🔹 Drag and drop fields to arrange them in a logical and practical order.

✔ Create Subsections:
🔹 If you want to group related fields, add subsections within each main section.
🔹 This improves organization and makes the form easier to navigate.

✔ Save Changes:
🔹 Click "Save" to apply the configuration.
🔹 The next time you create an object, the form will display your custom layout.

✔ 🎯 Complete Customization
🔹 Tailor forms to your business processes, ensuring the capture of relevant information.

✔ 📂 Efficient Organization
🔹 Group fields into sections and subsections to keep forms structured and easy to follow.

✔ Time Savings
🔹 A well-organized form speeds up the creation process by prioritizing important fields.

✔ 💡 Better User Experience
🔹 A clean and intuitive design reduces errors and improves usability, making data entry faster and more accurate.

✅ Prioritize Key Fields — Place the most important fields at the top for quick access.
✅ Group Related Fields — Use subsections to create a logical flow.
✅ Review Regularly — Update forms periodically to match changes in your business and improve efficiency.

The creation form configuration tool in Pulpo is essential for customizing and optimizing your workflows. By adapting forms to your processes, you can increase efficiency, reduce errors, and enhance the user experience.

If you need help configuring forms, check out our FAQ section or contact our support team. We’re here to help! 🚀