Creating multiple forms for different pipelines

Smart CRM & Sales Hub CRM
, ,
1

Hi All,

I came across this product fix: Customize the create form for each object

However, this hasn’t solved the issue that we are having.

Currently, we have one pipeline that imports deals from another platform to provide an overview of our market.

We want to use another pipeline as a tool for market opportunities. Due to this, we need the fields to be different, however, I am unsure if I use conditional logic, it will impact the import process that we have already.

It would be much simpler if you could have multiple forms available to use for different pipelines.

Does anyone have any experience with this issue?

Thanks,

2

Hey @JNykoluk,

Thank you for posting in our Community!

Handling multiple forms or pipelines with different field requirements can be approached in several ways.

But my first recommendation would be to create custom properties ( more information here), allowing you to add additional information without affecting the existing fields.

For example, you can create separate custom fields for the new pipeline, which won’t interfere with the existing import process.

I want to invite our top experts, @HubDoPete @DeKoning @Yeti_Mike. Do you have any recommendations for @JNykoluk?

Thank you,

Pam