Topics started by Jody Poland

5 Topics

Jody Poland
Jody PolandInspiring

We need the automatic date timestamp field back.Submitted

Previously in PIpefy, if you used the date/timestamp field, it would default to the current time.  Now it defaults to 12:00 am and users have to take the time to enter the time.  It’s unnecessaryily tedious and time consuming on pipes with a lot of activity and a lot of cards.

2
Juliana Spinardi
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring

Improved Home ScreenSubmitted

It would be really, really helpful to have a much improved main “home” screen where all pipes are visible.  Once you get beyond 2-3 rows of pipes, I think my firm is up to 6 or more now, it’s really unmanageable.  We need some type of folder or other organizational structure.  We would prefer to organize ours by company-defined department names.  It is simply too difficult and time consuming to easily find a pipe, especially for users that work in many pipes every day, they have too many that are “favorites”.  

3
Z
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

How to Pipefy Process Instructions

I am interested in seeing examples (screenshots) of how best to enter instructional lists into Pipefy.  In situations where you need a PDF, checklists can’t be used .  The alternative is to use vertical radio buttons with one instruction per button. I would like to see examples of what users put in the field name versus what text is input in the option box.

1
pamella-guarinello
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.

What are the requirements, if any, for using a database connection field in a form that will be used in a portal.  Please note that we have no use for general public forms on the web.  All our forms will be completed by internal employees.

2
anne.winter
Pipefy Staff
3 years ago
Jody Poland
Jody PolandInspiring
asked in Ask the Community

Capturing 2 data points per field

We have a need in a field to capture both a “category” or “classification” and the description in one field.  In this example, a user would enter the request the classify it as required, desired or optional.  I have seen this done with jotform and other form builders.  How can I accomplish this with Pipefy?    

2
Lucas Ivantes
Pipefy Staff
3 years ago

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