How to Pipefy Process Instructions

  • 2 October 2020
  • 1 reply

Userlevel 4

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 13 October 2020, 21:38

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Userlevel 2

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!