Replies posted by fernanda.cunha

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Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Finance & Procurement

Pipefy for Purchase: How can the requestor know the status of their requests without resorting to the team?

Hi, @Terri Hemphill! My name is Fernanda, I'm a Global Product Trainer here at Pipefy. Currently there's no way to add other subtitles to the cards in our Requests page, the only visible information that can be used in a search is the title, the current phase and the date of the last update. But this has been added as a product feedback and hopefully we'll launch a simpler solution soon! Until then, there are two possible solutions:Add the Supplier Name information to the title of the card. You can either add the Supplier Name to the field that is currently the card title, or change the title to the Supplier Name field. You can read this article on Pipe Settings to understand more. Add phases for each possible Supplier Name option. In that case, the card would have to be in the Supplier Name phase for it to be searchable in the Requests page, so when the request finds itself in another phase of the process, it wouldn’t be a solution anymore. Let me know if you have any questions and th

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3 months ago

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