Topics started by rebeca.venancio

8 Topics

rebeca.venancio
rebeca.venancioNew Participant

Dinamic Fields in PDF TemplateSubmitted

Actually, in PDF template it is not possible use information from connections fields (from database or others pipes). If we have this blanks, we need to create new fields in the pipe that are filled with the data from the record using an automation. With this integration, PDF template will be completed. 

20
engmagnus
2 years ago
rebeca.venancio
rebeca.venancioNew Participant
published in Ask the Community

📣 We want to hear from you! How does Pipefy contribute to your Finance Process?Expert Tips

Hi, doers!  I would love to hear whats is your most successful use cases for Finance you have ever deployed in your company!  Sinc one of the main goals of the Pipefy community is to inspire other members on how to use Pipefy better and uncover product improvement opportunities, I invite you to share with us the use case you`re most proud of.  Please post your process information following the framework below: Process Name What problems were you facing before using Pipefy?  What are the main benefits of using Pipefy?  Solution (just be careful while sharing a screenshot because it might contain sensitive information)  Testimonial I am looking forward to seeing some remarkable use cases from community members!  

4547
Lucas Democh
2 years ago
rebeca.venancio
rebeca.venancioNew Participant

Comments in PipefySubmitted

It will be useful if we could edit or exclude the comments that we already post in Pipefy, because sometime we could wrote wrong or this information is published in a wrong card, and why it is not possible to edit or delete this, it is passing a mistaken information for the reader and controlers. 

3
rebeca.venancio
3 years ago
rebeca.venancio
rebeca.venancioNew Participant
asked in Ask the Community

Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

2
rebeca.venancio
3 years ago
rebeca.venancio
rebeca.venancioNew Participant

Move questions between phasesNot Planned

We thought it would be interesting to have the functionality to move questions between phases, whether from the startform to the others, or vice versa, without having to create new ones or delete existing ones.

3
dgodfrey
3 years ago
rebeca.venancio
rebeca.venancioNew Participant

Database (DB) ReportsReleased

In process that use a lot of DBs to store important datas (like ours), having the functionality of export DB reports (like we could do in Pipes) would be very useful. This will facilitate our information management. 

7
rebeca.venancio
3 years ago
rebeca.venancio
rebeca.venancioNew Participant

Native Integration PowerBIUnder Consideration

Actually, the integration between the plataforms is done manually. We export the Pipefy report and import this document in the PowerBI. We expect that with an automatic integration between the plataforms, we can visualize our KPIs updated more often from the configured report in the respective pipes. 

1
Raphael Costa
Pipefy Staff
3 years ago
rebeca.venancio
rebeca.venancioNew Participant

Edit Question TypeNot Planned

A suggestion that would be nice, would be if we could edit the type of question, even if we've already created it. Today, it`s not possible. If we want change the question format, we need to create a new one. 

5
Raphael Costa
Pipefy Staff
3 years ago

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