Topics started by Edmar Machado

3 Topics

Edmar Machado
Edmar MachadoNew Member
asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

2
Edmar Machado
1 year ago
Edmar Machado
Edmar MachadoNew Member
asked in Ask the Community

Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

7
Edmar Machado
2 years ago
Edmar Machado
Edmar MachadoNew Member
asked in Pergunte à Comunidade

Dynamic Content - PDF Generator

I have already submitted this theme a few times, but I would like to know more about the action of incorporating the dynamic content field function in the PDF generator, eliminating the gaps of field types such as Database, ID, among others.

2
Edmar Machado
1 year ago

Community Experts Leaderboard

Terms & ConditionsCookie settings