Topics started by daniel-bluelotuscreative

5 Topics

daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant

Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current PhaseSubmitted

Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current PhaseIs there a way to have a card enter a new phase,which triggers an automated email to the client,in which the client receives  information from the populated phases fields (such as a quote of hours and $)And the client is given a form - or a mini-form, where they are able to input Quote Approval as well as a long text field for additional information, and this information automatically populates the cards fieldsTrying to make the process as simple for the client as filling out a form

4
caroline-delben
Pipefy Staff
4 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant

Pipe Automations Automatically Re Ordered by Phase OrderSubmitted

I noticed that all my pipe automations (when viewed within the automations window) are in a static order that is dictated by the order in which the automations were created.I would love a feature that allows me to order the automations via my own preferences (and maybe even segment them into groups) or a feature that automatically reorders the automations to match the order of the phases in which they’re associated withDoes that make sense?

4
caroline-delben
Pipefy Staff
4 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant

Formatting Form Description in Public ViewSubmitted

All client facing text should be considered copywritingAnd copywriting should be formattedBut I can’t format the Form Description as it would show up on the Public View of my Start FormsThat would be a great feature

4
caroline-delben
Pipefy Staff
4 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant
asked in Ask the Community

Test Automated Emails

It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created  a nice quick workflow for this?

5
Lucas Democh
5 months ago
daniel-bluelotuscreative
daniel-bluelotuscreativeNew Participant
asked in Ask the Community

How To Create The Following Function: Interface Segment Links to Corresponding Card and Pipe When Clicked

My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)

1
Desirée Hoppe
Pipefy Staff
5 months ago

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