I hope you are doing well. I have a few questions regarding the functionality of Pipefy:
- Can we use the Automate feature to download a PDF generated by the PDF generator tool and upload it to a card field? For instance, if a card enters a specific phase, can we automatically download the PDF generated from a fixed field and upload it to a phase field for further processing?
- While creating a PDF template using the tool, I noticed that the Dynamic field tab does not show checkbox field data. Is this not supported or am I missing something? For example, some card fields use checkbox fields for user input. When I tried to reflect this input in the PDF, the dynamic values were not showing up. I temporarily used radio buttons, but it would be great if checkboxes could be used instead.
- With regard to the PDF generator tool, I encountered difficulty changing the text color. It seems the button for the text color does not work for me.
- Lastly, I am curious if there is a multiple select dropdown field available when creating a phase form.
Any help with the above questions would be greatly appreciated. Thank you in advance, and have a great day!
Best answer by Lais LaudariView original