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Pre-uploaded attachments in Pipefy

  • 23 July 2020
  • 3 replies
  • 298 views

Userlevel 5
Badge +2

What is the possibility of pre-upload files, so they are available under cards as attachments and are downloaded as needed

NOTE: Templates contain macros that allow data upload to Client’s ERP

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Best answer by Ana Gomes 27 July 2020, 16:01

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3 replies

Userlevel 7
Badge +8

Hello, @Karla Hernandez  

You can pre-upload files using the statement fields or the description of the fields you already have. 

 

If you have any doubts, please let me know. 

 

 

 

Userlevel 5

Hi Karla, how are you doing today?

Excellent question! My sugestion is for you to host your file in a website (it doesn’t quite matter which one, as long as it is a web link and you can access the file by clicking in that link). After that, you can create a field in your pipe and add the link to the field’s description. In order to make it look nicer, you can even create a hyperlink. Take a look below:

 

Userlevel 5
Badge +2

Thank you for your response, has been very helpful.

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