⏩ Content Summary:
Get to know everything you can do with numbers in Pipefy
Numbers do not only show results to businesses but are also used to make calculations, analyses, and get quantitative information, among other functions.
This variety of applications is also possible in Pipefy, and, considering the relevance of numbers to companies, we gathered our main numeric features to attend to your business’ needs.
Forms collect information to start or continue a process.
Inside the forms, there are fields that are used to receive specific information. Here, we will discuss numeric fields, but keep in mind that there are a lot of other types of fields you can use in forms.
In numeric fields, the requester can only insert numbers. Letters and other symbols do not work.
You can use this field to indicate the quantity of items requested to the purchasing team, how many vacation days a collaborator will take, or the number of licenses requested to the IT team.
The currency field is more specific than the numeric one; it is only used when you need to collect monetary information.
This field accepts many types of currency, like dollars, euros, pounds, and so on. And, similar to the numeric field, it only accepts numbers.
You can add field conditionals after adding numeric or currency fields in your form.
Conditionals are used to hide or show a field. For example, you can exhibit a field whenever a value is greater than 1000 and hide it when it is below this number.
This allows you to specify rules according to the filled-out values along the process.
Reports work as tables or spreadsheets, therefore they are made of lines and columns that are filled with information extracted from one or more pipes. Take a look at the representation below:
With company reports, you can analyze data from multiple pipes; with pipe reports, you can only analyze data from a specific pipe. But the true value is in the capacity to extract insights through numbers.
You can also create formulas inside reports to make calculations with the data in that report. This feature makes it possible to sum and calculate the average, minimum, or maximum values.
For example, in a sales CRM, the formula can show you the sum of values in all negotiations.
In dashboards, numbers are represented in graphics, optimizing data visualization and analysis so you can obtain insights about your workflows.
They can also help you understand and analyze your metrics and KPIs and can support you in presenting these numbers in a friendly and illustrative way.
Automations do the manual tasks for you, bringing more efficiency to your processes.
In Pipefy, it is possible to make many types of automations, including numeric ones, like Pipefy formulas presented below:
You can use formula automations to make calculations in a simple and objective way in your processes.
To use automated formulas, go to the pipe for which you want to apply the formula and click Automate.
Next, select Create automation.
You have to select the event (Every time…) and the action (Do this…). First, select the event that should generate the formula.
Next, select Run a formula.
Now simply select the field to which you want to apply the formula and write it down.
You can apply the following functions:
Mathematics: sum ( + ), subtraction ( - ), multiplication ( * ), division ( / ), percentage ( % ), and potentiation ( ^ ).
SUM ( ): sum the values
AVERAGE ( ): calculates the average of numbers
MIN ( ): calculates the minimum value
MAX ( ): calculates the maximum value
MULTIPLY ( ): multiply values
DIVIDE ( ): divide values
SUBTRACT ( ): subtract values
COUNT ( ): count the quantity of values
ROUND ( ): round numbers, for example, the number 4.89 turns into 5.
Comparisons: less than ( < ), more than ( > ), less or equal to ( <= ), more or equal to ( >= ), different ( <> ), and equal ( = )
Think about the desired fields and functions, then fill out the form. In the example below, we selected the Total value and subtracted the Final value.
Lastly, click Create automation, and that’s it! Your automation formula has been created.
Integrations and API
If none of the prior options meet your business needs, you can use integrations and APIs to integrate Pipefy with other systems and platforms.