Estimated reading time: 5 minutes
Fixed base actions
Cards contain a set of different buttons below their title. Those are fixed fields, which can be enabled or disabled according to your preferences.
- Fixed fields: due date, assignees, attachments and labels;
- Card-level features: checklist, comments, pipe or database connections, email messaging and PDF Generator.
Types of fields
When adding a new field to a form or a phase, you will see a menu with all the available field types. They're divided into standard fields and advanced fields.
Use this field type when asking for information that can be answered with fewer words (first name, last name, address, etc).
Use this field when asking for longer text input or more detailed information.
Use this field when giving instructions about the phase. It doesn’t generate any input boxes or options to be checked, it’s just displayed as plain text in your phase.
Use this field to attach external files to your card in a phase. such as scanned receipts when asking for a refund. You have the option of setting a custom validation when setting up this field so that users can only upload fields with a specific extension (such as .pdf, .jpg, etc.).
Checkbox (horizontal and vertical)
Create checklists (horizontal or vertical) in which one or more options can be selected.
Assign one or more pipe members to a card. No need to manually input the names, all your pipe members will be displayed in a dropdown list.
Date and date time
These fields can be used when the information you’re asking for should be answered with a date or date and time.
The due date field should be used when asking for the card’s due date. This data will be displayed on the closed card and used to track the completion of the activity;
This field type creates a dropdown list of all the existing labels in your pipe.
Field for email input (with field validation for common email format such as [email protected]).
Phone: This must be used for inputting phone numbers.
Dropdown select and radio (horizontal or vertical)
Multiple choice fields in which the user can only select one option. The dropdown select is better suited in situations when you have more options (city list, state list, etc.).
Use this field to ask for an answer in time format - hours and minutes;
This field should be used when the info you ask for in your field’s description must be answered in a simple numeric format (excluding date, time and currency formats, they all have their specific fields).
Use this field to input amounts of money, such as how much the person asking for expense reimbursement.
Fields for inserting Brazilian document numbers*: CPF is for people and CNPJ is for companies (Fields with specific input restrictions and number formats);
The information in this field is automatically generated when the card is created. It's the card's unique ID.
Pipe connection and Database connection
Use this field to create connected cards/database records (or link to existing ones) from a specific phase of your process.
Select this option to access the existing field conditionals or create new ones.
There are a lot of use cases for Pipefy's field types. An example of how you can use the feature in your department is:
By using different field types, it's possible to create a more dynamic and standardized briefing. This way, your requesters will send the information that the Marketing team asked for and need to execute their work, exactly in the format they need (e.g., the budget for the campaign in currency format).
You can also make your fields mandatory in both start forms and public forms, preventing that the requesters skip any step of your briefing.
This way, the Marketing Team won't need to decipher or ask for more information on different channels, being able to centralize the data they need in a dynamic briefing for all requesters.