Topics started by Felipe Scholz

Start sub-process automaticallyproduct hacks

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks.   What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses.   Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project sp

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Moderation rules and guidelines

Pipefy Community Moderation Rules    Welcome to Pipefy Community! If you're looking for a place to talk to other Doers customers and staff members about processes, our product, product feedback, tips, and info, you've come to the right place.   Our community is a place for everyone, and it's essential to us that we all feel welcome here! Please, treat everyone well, feel free to ask for help, help others, or just chat.   Here are the main rules of our community:    Respect Pipefy Community is a place where everyone can offer and ask for help. So let's be kind to each other! We don't use offensive language; we are not disrespectful or misbehave in general. This is a place for friendly conversation and mutual support - we are all in this together! We don't judge, criticize, or talk behind anyone's back.   Be thankful for the help you receive If you get a helpful answer or interesting feedback, you can reply to the comment or like it. By liking comments, you can help other use

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How to better use Pipefy Public Forms?product hacks

Create recurring activitiesproduct hacks

  Expected results: Save time by automatically creating recurring activities and making sure your team follows their routine. What is this useful for? Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) . Before you get started you'll need to: Specify which task you wish to automatically create in your team's task management pipe.  In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen); Click on 'Add new automation'; Our event will be 'Recurring activity'. Frequency is every week, select Monday and the time you want the card to be created.  It's important to notice that the timezone is UTC so if you wish a card to be created every Monday 9 a.m. in

Update information across your processproduct hacks

Use automation to eliminate the need to manually fill in fields Expected results: Save time by automatically updating information in your pipe's fields  What is this useful for? Use automation to update fields in your pipe with data from database records.  Save time by not having to manually fill in all your employee data every time they open a new request while ensuring you're always using the most updated information from your customer database. Before you get started you'll need to: Create a database with the records where you'll add all your employee data (such as name, email, phone, address, etc.) Create a connection field in your pipe's start form where you'll select the employee record; Create the fields you'll wish to update with your record's data (ex. Employee name, email, phone). Make sure the fields are the same type of fields in the database. If they're in the start form, make sure you can edit them in other phases. How to: Access the automation menu by clicking

Request an approval based on predefined business rulesproduct hacks

Use automation to speed up your automation flows Expected results: Save time with efficient and automated approval flows. What is this useful for? Based on your business rules, demand approval from other teams or managers so that requests can flow smoothly and warrant better alignment and quality.  Example: the value of purchase that demands approval from the manager. Before you get started you'll need to: Make sure the first phase of your pipe doesn't have any mandatory fields and Create an 'approval' phase. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'create new automation'; Our event will be when a card is created in the pipe purchase process. We'll add the condition that the purchase value is more than U$D500; Our action is to move the card to the Approval phase so that the manager in charge of the process knows that that request demands his/her attention. Let's name and save the

Escalate high priority demands when they become overdueproduct hacks

Use automation rules to automatically assign overdue demands to the team manager   Expected results:  Avoid delays in deliveries by notifying the manager when a task becomes overdue. What is this useful for? You can use automations to create an automated escalation process. Whenever a task/card becomes overdue (goes past its due date), you can automatically bring it to the attention of the manager or another team to ensure it'll be taken care of. Before you get started you'll need to: Create an assignee select field in the first phase of your pipe (you can add it to the start form if you wish, just make sure it's able to be edited in other phases); Make sure all your tasks have a due date - you can establish that by adding a mandatory due date field. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'create automation'. Our event will be 'when an alert is triggered' - in pipe 'team ta