When manually creating individual new records in Planhat - whether that's a Company, an End User, or a Churn, etc. - the first thing you encounter is the "Create" form. This pop-up window asks for key details before a record can be saved to the system. However, not all fields are relevant for every type of record, and different Data Models require different sets of information.

To make this process smoother and more relevant, Planhat provides admins with the ability to customize these Create Forms. This allows you to define exactly which fields appear when users create a new record of each data model - helping ensure that the right data gets captured at the right time, without unnecessary complexity.

Each data model - such as Company, End User, Churn - has its own Create Form. You can tailor forms to suit your team's processes, making record creation quicker, cleaner, and more aligned with your organization's needs.

A Create Form is the window that users (you and your teammates) see and fill in when creating a new record in Planhat - for example, when adding a new Company, End User, License or Opportunity.

It appears in several places across the platform, including:

Each data model has its own Create Form. As an admin, you can customize which fields appear in the form for each model - ensuring that users provide the most relevant information upfront when creating a new record.

For example, when creating a new Company record, the default form might prompt users to enter fields such as "Name" and "Owner". You can add additional fields, such as "ARR" or "NPS Score", or remove fields that aren't important in your process/organization.

Create Forms offer a flexible way to:

This is especially helpful in large teams or fast-paced environments where capturing the right data upfront saves time later on.

It also reduces cognitive load for users by only showing what's relevant - for example, you may only want to display fields related to contract details when creating a Churn record, but not when creating a new End User.

To manage the Create Form for a data model, start by navigating to your Global Tools at the top left of Planhat and select "Data Model".

You will then see all the available data models in the left-hand bar - select the model you want, and then click on the "Profile" tab.

At the top of the Profile tab, click on "Create Form".

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The "Create Form" editor will appear on the right-hand side of your screen.

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Within the editor you'll see all the fields currently included in the Create Form. Beneath those is a "+ Add Field" button - clicking this opens a dropdown menu showing all available fields that can be added to the form.

When you select a field, it will appear immediately in the editor as a labelled tile (or "pill") alongside the others. You can then drag and drop these tiles to reorder them. If needed, any non-mandatory field can be removed by clicking the X on the tile.

Once you're happy with your field configuration, don't forget to click the orange "Save" button at the top right to apply your changes.

Once you've finished customizing the Create Form, it's important to test that everything looks and behaves as expected before your team starts using it.

There are several places in Planhat where you can add a new record via a Create Form - as mentioned in the "What is a Create Form?" section above.

Possibly the easiest method, available from anywhere in Planhat, is to click the "+" icon in the top-right corner. This will open a dropdown menu where you can select the specific model - such as End User, Conversation, or Churn - from the "Models" section to create a new record for.

Once you've selected the data model, the Create Form window will open using your customized field selection. From there, you would fill in the fields as configured, and click the orange "Create" button in the bottom right of the modal.

Once saved, the record is added to your dataset. You may wish to verify that the completed data can be found in the appropriate places in Planhat - e.g. if you created a Company, you can check that it exists and the completed field data can be found in tables (e.g. in Data Explorer) and its Preview etc. (assuming those fields are included in the relevant layouts).