Replies posted by Diego Andrade

6 Replies

Jefferson Dourado
Jefferson DouradoKnown Participant

Social media/What's app integrationReleased

Hey Guys,   Thinking in Service Desk, it would be nice if Pipefy could create card from social media’s post (Facebook, Twitter, Linkedin, Reclame Aqui) and What’s app. With this kind of integration every requester will have an answer provided by the company in only one channel. Hi Jefferson!  Great idea! Integrating Pipefy and WhatsApp would create many new possibilities for us to deploy Pipefy!

7
tsartori
2 years ago
rebeca.venancio
rebeca.venancioNew Participant

Dinamic Fields in PDF TemplateSubmitted

@Diego Andrade Thank you for your feedback. Help me understand more about the process you manage in Pipefy and why this would add value to it! Happy to hear your thoughts!  Hi Raphael! Imagine the database about clients that contrat my services, per example,  and I need all the time to fill fields that same data from my database. If I want to creat the simple document “services order” , I can’t. 

20
engmagnus
2 years ago
rebeca.venancio
rebeca.venancioNew Participant

Dinamic Fields in PDF TemplateSubmitted

Hi @Diego Andrade - I hope you're doing fine.    I totally agree with you that allowing users to use dynamic content from the database in the PDF generator it would be awesome.    Here is a workaround we use at our company:   You need to create a automation rule that fill out text fields in you process using the DB records information. This way, you can use this info in your PDF Generator. Here is a cool tip from @alexandre-mendes that can help you with that as well: https://community.pipefy.com/forum-em-portugues-38/coomo-levar-um-campo-de-uma-base-de-dados-para-o-card-de-um-pipe-usando-a-automacao-222 I hope that's useful  HI Ivan!  Thank’s!  I wiil analyze this link!

20
engmagnus
2 years ago
rebeca.venancio
rebeca.venancioNew Participant

Dinamic Fields in PDF TemplateSubmitted

Actually, in PDF template it is not possible use information from connections fields (from database or others pipes). If we have this blanks, we need to create new fields in the pipe that are filled with the data from the record using an automation. With this integration, PDF template will be completed.  Hi Rebeca! Tanks for the comment!  Excelent idea! However, I’m must to study a lot. So, with automation we can to fill fields in the cards from my database record? or I didn’t urdestand? 

20
engmagnus
2 years ago
rebeca.venancio
rebeca.venancioNew Participant

Dinamic Fields in PDF TemplateSubmitted

Hi!   It would be nice if users could have the option to add dynamic content with Database information to add on their PDF Generator. It's crucial for Database heavy use cases. For processes where the process key information is hosted in the database, you can't pull this info to the PDF template and need to fill out it manually all the time to send out a report. This is not aligned with Pipefy product purpose.    Thank you,

20
engmagnus
2 years ago
Diego Andrade
Diego AndradeParticipating Frequently
asked in Pergunte à Comunidade

Como justificar texto no Gerador de PDF

Olá pessoal!  @Ricardo Palhares entendi sua lógica para sanar esse problema, porém iria gerar muito retrabalho para meu cliente. Dessa forma, seria melhor utilizar um editor de texto (ex.: word) por fora do sistema, ao invés de usar o recurso Gerador de PDF. @belsalemme obrigado pela lembrança! Colocarei com sugestão para atualização!@Maria do Rosário obrigado pelo destinar seu tempo para tentar me ajudar. Todavia, essas alternativas não me atendem. O documento do meu cliente é muito importante, e precisa estar “justificado”.  Estou vendo a possibilidade de integrar pipefy com o google docs por meio do app Zapier. Caso eu consiga, retribuirei esse aprendizado aqui no post. Caso alguém solucionou esse problema por esse caminho, ficarei grato! Obrigado pela ajuda!  

5
Ricardo Palhares
3 years ago

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