Skip to main content

If I have policies or procedure definitions in a tool like Confluence or SharePoint, would it be possible to link a phase to a relevant Confluence page. Take this example, the Pipefy phase says Create customer record. In Confluence or SharePoint I have the following guideline: Guidance for businesses collecting personal information for contact tracing https://www.oaic.gov.au/privacy/guidance-and-advice/guidance-for-businesses-collecting-personal-information-for-contact-tracing

My requirement: As a Pipefy user I want to be able to navigate from the applicable phase in Pipefy to the relevant policy or guideline so that I can complete my tasks effectively.

Is this possible, if yes how do I do this?

 

Regards

Etienne

 

Hi @bushlander-camping,

 

You can use the description of a field to add the link using markdown. See an example in the image below:

 

Does that solve your problem?

Reply


Terms & ConditionsCookie settings