Create Form Configuration

The Create Form tab controls which fields appear when users create a new record. This lets you streamline data entry by showing only the most relevant fields upfront.

What is the Create Form?

When users click "New Record" or use the quick-create flow, they see a form with fields to fill out. The Create Form configuration determines:

Which fields appear in this form
The order of those fields
Whether to include all required fields automatically
Whether to show the visibility/privacy selector

Accessing the Create Form Tab

Go to Settings > Modules
Select your module
Click the Create Form tab

Configuration Options

Include All Required Fields

Default: Enabled

When enabled, all fields marked as "Required" in your module are automatically added to the create form. Users cannot save a record without filling in required fields.

Keep this enabled to ensure users provide essential information upfront.

Show Visibility Selector

Default: Enabled

When enabled, the create form includes a privacy selector allowing users to choose record visibility:

Visibility	Description
Account	All workspace members can see the record
Team	Only specific teams can access
Private	Only the creator can see the record

Disable this if your module doesn't use record-level privacy or if you want all records to use the default visibility.

Selecting Additional Fields

Beyond required fields, you can add optional fields to the create form.

Adding Fields

Scroll to the Additional Fields section
Check the box next to each field you want to include
Selected fields show a checkmark

Field Eligibility

Not all field types can appear in the create form. Eligible types include:

Category	Types
Text	Single Line, Multi Line, Rich Text
Contact	Email, Phone, URL
Selection	Select, Multi-select, Boolean
Numbers	Number, Currency
Dates	Date, DateTime
Relations	Reference

System fields and computed fields (formulas, rollups) cannot be added to the create form.

Reordering Fields

For fields you've added:

Find the field in the list
Use the up/down arrows to change its position
The order here determines the order in the form

Required fields (when "Include all required fields" is enabled) appear before your additional fields.

Form Preview

The preview section shows all fields that will appear in the create form:

Fields marked with a red asterisk (*) are required
The list shows fields in their display order
Use this to verify your configuration before saving

Common Configurations

Minimal Create Form

For fast data entry, include only the display name field:

Enable "Include all required fields"
Don't select any additional fields
Users can fill in other fields after creation

Comprehensive Create Form

For complete initial data:

Enable "Include all required fields"
Select all relevant optional fields
Order them logically (contact info, then details, then metadata)

Sales Lead Form

Typical configuration for a Leads module:

Field	Type	Notes
Name	Required	Auto-included
Email	Optional	Selected
Phone	Optional	Selected
Company	Optional	Selected
Source	Optional	Selected
Owner	Optional	Selected

Quick Create vs. Full Form

Coherence may show different forms in different contexts:

Quick Create (this configuration)

Used in dropdowns and inline creation
Compact, focused on essential fields
Configured in the Create Form tab

Full Form (record detail)

Used when opening a record after creation
Shows all fields organized in sections
Configured via field visibility settings

Creating from Email Context

When creating records from within the email workspace, Coherence intelligently pre-fills fields based on the email:

Context	Pre-filled Fields
Create a Person	Name (parsed), Email, Person Type (if selected)
Create a Task	Title ("Follow up: [subject]"), Due Date, Email Link
Create a Lead	Name, Email, Source ("Inbound Email")

The email's subject, sender information, and thread reference are automatically mapped to the appropriate fields in your create form.

Email-based pre-filling uses your module's Email Integration settings. Configure field mappings in Module Settings to customize which email fields map to which record fields.

Best Practices

Start Small

Include only essential fields in the create form. Users can always add more data after the record exists.

Group Logically

Order fields so related information is together:

Primary identifier (name, title)
Contact information
Classification (status, type)
Assignment (owner, team)

Consider the Use Case

Think about where records are created:

From email: Include email field
From a Kanban board: Include status field
From a reference picker: Keep it minimal

Test the Flow

Create a few test records to experience the form yourself. Adjust based on what feels natural.

Saving Changes

Click Save Changes to apply your configuration. Changes take effect immediately for all users.