Question

Portal / Guest - Request Search

  • 17 June 2022
  • 2 replies
  • 40 views

Userlevel 5
Badge +1

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .

I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.


2 replies

Userlevel 3

Hello there, Edmar.
Hope you’re doing alright 😀

At this point, the external users will be able to view and create cards on allowed forms. They won't be able to edit those cards, or see them inside the pipe. All those cards created will apear in the ‘Requests’ tab and they will be able to  interact with their requests and with whom is working on them. All the latest cards will appear on top and the user will have to scroll down in order to find the cards.

Well observed, Edmar, for now the only way to perform a search on those cards is to use the OS search function, famous Ctrl + F, as we are unable to perform filtres inside Pipefy Requests tab for those cards. It´s surely a great product feedback. 

Userlevel 5
Badge +1

Hello there, Edmar.
Hope you’re doing alright 😀

At this point, the external users will be able to view and create cards on allowed forms. They won't be able to edit those cards, or see them inside the pipe. All those cards created will apear in the ‘Requests’ tab and they will be able to  interact with their requests and with whom is working on them. All the latest cards will appear on top and the user will have to scroll down in order to find the cards.

Well observed, Edmar, for now the only way to perform a search on those cards is to use the OS search function, famous Ctrl + F, as we are unable to perform filtres inside Pipefy Requests tab for those cards. It´s surely a great product feedback. 

Hi Mark, thanks for your attention.

I've been sending it with some frequency to the product team, but the search alternative is limited to 25 cards from each page scroll, which can be on the first, or on the last.
We are talking about applicants who have over 100, 500 applications, in different processes and status.

This is the great difficulty, which simple filters solve.

We are still waiting for news.

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