Learn how to create and keep up with requests as a guest on Pipefy:
Create a request using portals and forms.
Track requisition status.
How do forms work
Forms allow you to request or send information.
Create a request
To create new requests in Pipefy:
Click on Portals, located on the upper left side of the screen.
Explore the page until you find the form you need.
Fill in all required fields.
Click the blue button located at the bottom of the form to submit.
To track the status of your requests, go to Requests, located at the top of the screen.
Click on each request to see more details or to send a message to the team responsible for them.
All updates and exchanged messages will be saved and available to view in each requisition.
Completed requests will have a different color and status.