Articles on: Records

How to Customize the Create People/Company/Deal Form

Control which fields appear when you create a new record by toggling the "Show in Create Form" setting.


Overview

When you click New Company, New Person, or New Deal, Breakcold displays a creation form with a default set of fields. You can customize this form to include additional fields so you can fill in more data right at the moment of creation.
This is done per-field through the Object settings. For each field, you can toggle whether it appears on the create form or not.

  • Works for People, Companies, and Deals objects
  • Each field has its own Show in Create Form toggle
  • Changes take effect immediately after saving

Step 1 — See the Default Create Form

Start by opening the create form so you can see which fields are currently displayed. For example, go to Companies and click the New Company button in the top-right corner.


The default New Company form shows only Name, People, and Website fields.

Note — By default, the create form only shows a few core fields. Any additional fields you want to fill in at creation time need to be explicitly enabled.

Step 2 — Navigate to the Object Settings

  1. Click the Settings gear icon in the bottom-left sidebar.
  2. Under the Data section in the left menu, click Records.
  3. You will see the Object page listing all your objects: People, Companies, and Deals. Click on the object whose create form you want to customize.

The Object page lists all system objects — click one to configure its fields.

Step 3 — Open the Fields List

After clicking on an object (e.g. Companies), scroll down to the Fields section. This shows all the fields available for that object, along with their type and slug.


The Fields section shows all fields for the object — click any field row to edit it.

Tip — Fields with colored badges like System, Unique, or Create Form indicate their current configuration at a glance.

Step 4 — Toggle "Show in Create Form"

  1. Click on the field you want to add to the create form (e.g. LinkedIn).
  2. In the Edit Field dialog, find the Show in Create Form toggle.
  3. Turn the toggle ON to make this field appear in the create form.


The Edit Field dialog — toggle "Show in Create Form" to ON.

Note — The Edit Field dialog also lets you configure other settings like Required, Hidden, Use as Unique Identifier, Computed Field, and Default Value Template.

Step 5 — Save Your Changes

Click the Save Changes button at the bottom of the Edit Field dialog to apply your settings.
Click Save Changes to apply the new form configuration.

Step 6 — Verify the Updated Form

Navigate back to your records list and click New Company (or New Person/Deal) again. The create form will now include the field you just enabled.
The updated create form now includes the LinkedIn field.

Tip — To remove a field from the create form, repeat the same steps and toggle Show in Create Form back to OFF.

Frequently Asked Questions

Can I add multiple fields to the create form at once?
Yes. Open each field individually, toggle "Show in Create Form" on, and save. Each field is configured independently.
Does this work for People and Deals too?
Yes. The process is identical — go to Settings > Records, click on the People or Deals object, and configure each field the same way.
Will enabling "Show in Create Form" make the field required?
No. The "Show in Create Form" and "Required" toggles are separate settings. A field can appear on the form without being mandatory.
Can I customize the create form for custom objects?
Yes. Any object that appears on the Object page (including custom objects) can have its create form fields configured in the same way.

Updated on: 31/03/2026