Customizing Pipeline Fields

Pipeline fields can be customized to improve usability and ensure they align with your sales process. While you cannot change their field type after creation, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order at any time. In addition, system fields cannot be deleted.

Field visibility

In the pipeline record create form, only fields marked as Included in create form in the fields page will appear when creating a new pipeline record. In the pipeline record’s detail page, all available fields, including those not filled during record creation, will be visible on the detail page. This ensures users can view and update additional information later.

To include a field in the create form,

1. Go to Setup > Modules and Fields > Pipelines.
2. Select the pipeline and open its Fields tab.
3. Locate the field you want to include in the record creation form.
4. In the Form settings column, click Edit.
5. Check Show in create form.
6. Click Save to apply.

Alternatively, you can check the Show in create form option in the field details page, which you can access by clicking the field name in the field listing page.

The create form settings apply only to the detailed create form. They do not affect the quick create form, which appears as a pop-up and is configured by default for faster record creation and cannot be customized.

Required fields

Required fields define which fields must be completed before saving a pipeline record. This ensures that critical information is always captured. By default, Name and Stage are required fields.

To make other fields mandatory:

1. Go to Setup > Modules and Fields > Pipelines.
2. Select the pipeline and open the Fields tab.
3. Locate the field you want to make mandatory.
4. In the Form settings column, click Edit.
5. Check Show in create form and Make this field required.
6. Click Save.

Alternatively, you can check the Make this field required option in the field details page, which you can access by clicking the field name in the fields page. Note that Show in create form must be checked before that.

The following image shows how to set field visibility and requirement

Field order

In the create form and in the details page of the pipeline record, fields appear in the order you set on the fields page.

To reorder fields,

1. Click the icon in the Fields tab to open the Reorder Fields drawer or click the three dots menu of the field and select .
2. Drag and drop the field into the desired order.
3. Click Save to apply.

Field name

The label shown to users wherever this field is used. It can be edited to make it clear and descriptive.

Display name

The display name is applicable only to the Pipelines and Sales Documents modules, where field reuse is available.

During field reuse, the display name lets you change how the field label appears for each individual pipeline or sales document, while the underlying field remains the same. This helps tailor the label to the specific context without creating duplicate fields.

API name

This name is used to reference the field in the API and other integrations. It cannot be changed after field creation.

Field type

The data type (e.g., Single-select dropdown, Date and time) of the field. This determines how the field behaves and what data it can store. It cannot be changed after field creation.

Options

Provides the list of options users can select from when entering data in the field. These options are applicable only for fields with selective field types, such as Single-select dropdown, Radio button, and Checkbox list. You can add, edit, delete, or reorder options as needed.

The image below shows the available options in a field

Description

A brief explanation of the field’s purpose. Helps users understand what information to enter. This description can either be shown below the label or as a tooltip based on whether the Display description as tooltip option is checked or not.

Instructions

Specific directions or format requirements to guide users in entering information correctly and avoiding errors. This will be displayed below the input field.

Placeholder text

Provide a short hint about what to enter. This text appears inside the field until the user starts typing.

Field display and editing configurations

• Show in create form – Check this option to display the field when creating a pipeline record.
• Make this field required – Check this option to make the field mandatory when creating a pipeline record.
• Conditional logic – Allows you to set rules that determine the behavior of this field based on values from other fields. Configure conditions to dynamically display this field as optional or mandatory in the create form or during inline editing on the details page, adapting to the editing requirements. To learn more, visit: Understanding conditional logic in fields
• Controlling field (Field dependency) – Allows you to add a master field that controls the behavior of this field, turning it into a dependent field. This dependency allows for configuring the dependent field’s state (visible, required when visible) or the automatic population of values based on the controlling field’s inputs. To learn more, visit: Understanding controlling fields
• Make this field non-editable on the details page – Prevents users from editing the field after creation.

If a field is included in the create form, you cannot add a controlling field or apply conditional logic to it. Similarly, if a field is already dependent on a controlling field or displayed based on conditional logic, it cannot be directly included in the create form.