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How to Pipefy Process Instructions

  • October 2, 2020
  • 1 reply
  • 223 views

Jody Poland

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button.

 

I would like to see examples of what users put in the field name versus what text is input in the option box.

Best answer by pamella-guarinello

Hey Jody, I have some examples that I can share with you of fields with options and descriptions to help educate customers on what to fill out.
 

 

I think the best way to decide what should be within the selectable option is to think of your reports and how do you want to extract the information afterwards.
I hope it helps! 

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1 reply

pamella-guarinello
Pipefy Staff

Hey Jody, I have some examples that I can share with you of fields with options and descriptions to help educate customers on what to fill out.
 

 

I think the best way to decide what should be within the selectable option is to think of your reports and how do you want to extract the information afterwards.
I hope it helps! 


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