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Embed element on Interfaces

Embed element on Interfaces
Lais Laudari

We have launched a new element to Interfaces that allows users to embed links to the feature. You can embed:

 Images
Google Docs
 Maps
 Other websites
 Videos
Public forms
And so much more!

💪🏼By empowering users to embed various elements we expand the product’s feature set, enabling a richer, more dynamic user experience.
 

https://www.loom.com/share/81aed8936cbd441c901fe8b7dce37765



Note there is a risk some websites are not embeddable and might not work, as well as some Pipefy features. For instance, if a user tries to embed a dashboard from a pipe, users without access to that repo won’t be able to see it.


Use case (examples):
Finance/Procurement:

  • Streamline Vendor Management:
  • Trigger: When procurement teams need easy access to vendor information and legal agreements.
  • Solution: Interfaces allow embedding vendor contracts and compliance documents, ensuring seamless access and efficient vendor management.

IT/Platform:

  • Expedite Troubleshooting and Knowledge Access:
  • Trigger: Agents seek quick access to knowledge base articles, FAQs, and troubleshooting guides.
  • Solution: Embedding these resources within the software empowers agents to find answers faster without leaving the platform.

Human Resources:

  • Simplify Leave Management and Approval:
  • Trigger: When employees need to submit vacation and leave requests while HR aims to streamline the process.
  • Solution: Embedding a customized form within the centralized portal with integrated policies, reducing administrative overhead and ensuring proper documentation.
     

For what kind of customers? All customer base, except for the free plan.

2 replies

marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • October 9, 2023

Very good!


Ezequiel Souza
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👍👍👍👍👍👍


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