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Email confirmation to access the public phase form

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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  • Pipefy Legend
  • 1465 replies
  • August 5, 2023

Very good!


Ezequiel Souza
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It’s very helpful!


rafael.jefte
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Great!


Reply


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