Replies posted by claudiovalverde

6 Replies

Ricardo Palhares
Ricardo PalharesPipefy Certified Partner

Pipe CategoriesUnder Consideration

I loved the idea!!! Very useful!

9
V
1 year ago
claudiovalverde
claudiovalverdeParticipating Frequently

Add URL Image to PDF TemplateSubmitted

We have some processes that collect in attachment fields pictures of off-site services and we need to prepare a report with these pictures to send to some stakeholders. We know that is possible to do that adding that pictures at a template email using dinamic fields and we already did that, but sometimes the primary contact with the clients is with WhatsApp. That way we need to create that reports in pdf automatically and send to the client using WhatsApp. 

4
daniel_morige
3 years ago
claudiovalverde
claudiovalverdeParticipating Frequently

Use dynamic fields in TO and CC and BCC fields at card email inboxSubmitted

Hi @belsalemme. I'm sure it would be better with a dropdown menu with title of field + email in it.

5
genietim
3 years ago
Jéssica Martins
Jéssica MartinsRegular Participant

Conditional rules for "Move card to"Submitted

Good idea Jessica! It will help us a lot too!    

5
paulonavarro
3 years ago
J
John WilliamsRegular Participant

Formula FieldsReleased

We're waiting for this feature too! A lot of more uses for Pipefy in our company with formula fields! 

37
Byron Bose
3 months ago
claudiovalverde
claudiovalverdeParticipating Frequently

Use dynamic fields in TO and CC and BCC fields at card email inboxSubmitted

In some of our pipes we have phone number and e-mail of the process stakeholders. Some of that fields are in the start form and other are in a specific phase. Sometimes we need to communicate with one or more of that stakeholders sending an specific email (that's why in this case we don't use the email template) and when starting a new email from the card inbox (image below) it would be nice to pick emails of any email field of that card to fill the TO, CC or BCC.   Now we have to pick the emails (we could have e-mails of different people in more than one phase), copy, paste in any place. After that we can start a new email draft and paste that emails in the appropriate field (TO, CC, BCC).   

5
genietim
3 years ago

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