Requirements
You need to have the feature enabled in your account. If it is not showing in your account contact the customer success team through the messaging system in the application or by sending an email to support@zapflow.com.
Configure Entity Creation
Go to account settings
Open Field Settings.
On the left banner select what entity type you want to configure* (for example, Company) and press Configure Entity creation (Picture 1)
Choose what fields to show in the creation by adding fields from the top left and choose if the fields are mandatory or optional on creation. (Picture 2)
Removing fields is done from the three dots on the right of the field row (Picture 3)
Click Save changes to save the configuration.
Picture 1
Picture 2
Picture 3
* Entities currently available for custom entity creation (Company, Fund, Generic asset, Real estate, Agreement, Commitment, Contact, Holding and Investor)
If you have any questions regarding the feature feel free reach out to us by email support@zapflow.com or by the chat which is found in both Zapflow and the helpcenter.