Topics started by Ramon Nolasco

5 Topics

Ramon Nolasco
Ramon NolascoRegular Participant

Due date - FormulaReleased

I think it is not currently possible, but it would be really useful if we could define due date using a formula. Example: My initial public form comes with a due date field, and I’d like the card’s deadline to 3 weeks prior to that given date.

7
marcosmelo
4 months ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Pre-filled Public Forms

Hello,Currently there’s now way how a public form can be already pre-filled when people are accessing it trough a public link, even if there are connections between pipes/databases. But wouldn’t it be possible to at least have a template for that form, so that people wouldn’t need to start from scratch? Sometimes it happens that people need to create cards with very similar information - it would really help if there could be a saved pre-filled template for those cases.

4
marcos.pedrosa
Pipefy Staff
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant

PDF Generator - Fields from ConnectionsSubmitted

It would be great to generate a PDF where I can have data gathered trough a connected database that uses a public link.

3
Veronica Marin
Pipefy Staff
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in Ask the Community

Automation Problem

I have a phase which my sales team access trough a link they receive by email (for card’s current phase). In this phase, there are 2 possible outcomes: They either attach a new file and write down some comments - and an automation moves the card to final phase and process is finished - or they can request a new updated (creating a new record - it is a field connected with a database), and in this case an automation will move the card back one phase. That works fine at first, but then I have a problem. When there are previous records on that connection field (updates requested in the past), even if I don’t change them or create a new one - the automation will always run as if that field was updated, just because there where information from the past. Example: Salesperson A had previously requested 3 updates (there are 3 record there created on the connected database). Those were all completed. Now we just need her to Attach a file and write her comments so that the card reaches the fina

1
Lais Laudari
Community Manager
1 year ago
Ramon Nolasco
Ramon NolascoRegular Participant
asked in IT Operations

Card Attachments

Is it possible to sort the attachments in a card by date? Or at least highlight the most recent file? it gets messy when there are multiple attachments.

3
Lucas Democh
2 years ago

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