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Email confirmation to access the public phase form

  • August 2, 2023
  • 3 replies
  • 42 views
Email confirmation to access the public phase form
Lais Laudari

From now on, the email confirmation window will no longer be required to access the public phase form (task)!


🗣Some feedbacks from customers about it:

  • For those who have a Pipefy account: it wasn't nice the needs providing the email again because the user is already logged in.
     
  • For those who have not logged in: too many steps for authentication, and some users reported getting lost in the email verification flow.
     

Use case (example):

  • A manager needs to interact with a vacation approval through the form and even logged in to Pipefy needs to confirm his email to access the task.
     

🔙Previously: after clicking on the task (or public phase form), the user needs to confirm the email and then is redirected to the form.
 

🆕New: after clicking on the task, the user is redirected directly to the form.

 

Notice: If the user doesn't have a Pipefy account and interacts with the phase form by clicking on the email link, the email address provided will be stored in a cookie for 72 hours. This means that the user won't have to re-enter the email address during this time to access the public phase form.


For what kind of customers? All customer base.

3 replies

marcosmelo
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  • Legend
  • 1466 replies
  • August 5, 2023

Very good!


Ezequiel Souza
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  • Legend
  • 1034 replies
  • August 7, 2023

It’s very helpful!


rafael.jefte
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  • Legend
  • 529 replies
  • August 22, 2023

Great!