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Submitted

Access to reports by users with restricted vision

Lucas Democh
Ezequiel Souza
marcosmelo
luiz.mendes
  • Lucas Democh
    Lucas Democh
  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
  • luiz.mendes
    luiz.mendes

gabrielamattos
Hello Community!  I would like to suggest that users with a restricted view on a pipe also have access to report creation / viewing.  Currently users with restricted view cannot create / view reports and this generates rework for member / admin users as they need to generate the reports and send them by email, for example, to users with restricted view.  Gabriela Mattos

3 replies

Raphael Costa
Pipefy Staff
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@gabrielamattos Thank you for your feedback. Could you help me understand the process you manage in Pipefy? Also, some example of processes where this would be required it would be awesome! Looking forward to your feedback :) 


guilherme_plazza
Forum|alt.badge.img

Hello Community!

Searching for this subject I found this thread and I’d like to contribute. We also use “restricted view” in a seles process with several agents (executives), so that each one sees only the cards that are assigned to them.

We are looking for a way for these executives to extract reports to, for example, quickly knowing which cards are about to expire (and other analyzes).

Thanks!


fanna-favalessa

Hello!

Any news regarding restricted view and reports?

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