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Pre-uploaded attachments in Pipefy


Karla Hernandez
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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

Best answer by Ana Gomes

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:

 

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3 replies

Juliana Spinardi
Pipefy Staff
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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. 

 

 

 


Ana Gomes
Pipefy Staff
  • Pipefy Staff
  • 13 replies
  • Answer
  • July 27, 2020

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:

 


Karla Hernandez
Forum|alt.badge.img+2
  • Author
  • Participating Frequently
  • 6 replies
  • July 27, 2020

Thank you for your response, has been very helpful.


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