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How do I have a public form with fields different from the initial "internal" form?

  • 4 March 2022
  • 3 replies
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Userlevel 3

How do I have a public form with fields different from the initial "internal" form?

 

For example:

I have a public form with a field “NAME OF THE REQUESTER” and a field “CONTACT”, besides other 3 fields regarding the process.

However, not every time a card needs to be created by a public form, sometimes the pipefy users will create it themselves, when that happens, the fields “NAME OF THE REQUESTER” and “CONTACT” are not necessary, as the users are employees of the same company. Only the 3 other fields are necessary to be fulfilled.

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Best answer by alicereis 7 March 2022, 01:29

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3 replies

Userlevel 6
Badge +5

Olá, Leonardo!

 

Para ter os campos pré-preenchidos, você precisa utilizar a seguinte estrutura na URL:

 

url.do.formulario?id_docampo1=valor

 

Neste caso, você precisará criar o campo e pode consultar a sua ID via graphql (https://app.pipefy.com/graphiql) utilizando os seguintes parâmetros na query:

{
  pipe (id: "xxxxxxxxx") {
    start_form_fields {
      label
      id
    }
    
  }
}

Exemplo de consulta:

 

Exemplo de URL com campo pré-preenchido: https://app.pipefy.com/public/form/8ALHwcIM?nome_do_solicitante=Alice+Reis.

 

Espero tê-lo ajudado!

Userlevel 7
Badge +10

Hi Leonardo.

 

Unfortunately pipefy does not differentiate an internal user from external.

In this case you can create a field like external = Y or N
 

 

When the internal can respond N and you use the conditional to show the fields for this case
When the external the URL already filled this field as Y
https://app.pipefy.com/public/form/?customer=1111111111&external=Y

And based on the conditional to show other fields for this case

Good Look
 

Userlevel 3

Hi Leonardo.

 

Unfortunately pipefy does not differentiate an internal user from external.

In this case you can create a field like external = Y or N
 

 

When the internal can respond N and you use the conditional to show the fields for this case
When the external the URL already filled this field as Y
https://app.pipefy.com/public/form/?customer=1111111111&external=Y

And based on the conditional to show other fields for this case

Good Look
 

Oi Ezequiel,

 

Notei que você fala português por isso vou dar continuidade,

 

Gostei bastante da ideia, mas não entendi como faço para que a URL complete automaticamente a opção “Y”.

 

No momento, minha URL de formulário externo é a seguinte: https://app.pipefy.com/public/form/8ALHwcIM

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