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Updated Hacks and Tricks Compilation Table

HacksTutorial VideosUse CaseExample of application
Make cards/database records unavailable for selectionPT - ENRecruitment
Real estate
Block applicants from applying to a job position that has already been filled
Block customers from applying for a realty that has already been sold/rented
Make cards/database records unavailable for selection [INTEGRATION]PT - ENRecruitment
Real estate
Block applicants from applying to a job position that has already been filled
Block customers from applying for a realty that has already been sold/rented
Create process locks through conditionalsPT - ENReimbursement RequestsLimit amount that can be requested for refund
Sprint AppPT - ENProject ManagementManaging agile projects
Conditionals to display fields upon quantity selectionPT - ENPurchaseIf quantity of items selected is 3: shows item name and quantity for items 1, 2 and 3
Update information from one type of field into a different type of fieldPT - ENSales & Accounts receivableUpdate information from one type of field into a text field
Fill in hidden fields by automation to enable conditionalsPT - ENContent CreationReworking a brief that needs correction
Consolidate Child Card Information on Parent CardPT - ENContent creationUpdate information from specific content back to the main brief
Archiving requests created after a certain date [INTEGRATION]PT - ENAccounts PayableAccept requests done only until the 20th
Conditional "waterfall"PT - ENReimbursementShow new item fields to be reimbursed once the info from previous item is filled out
Calculation [INTEGRATION]PT - ENPurchase
Tax Payment
Payroll
Calculate total amount (quantity x value/item)
Calculate tax value to be paid
Calculate comissions
Calculation of extra hours
Correct due dates [INTEGRATION]PT - ENFinance HelpdeskCorrect due dates for holydays and weekends
Update information from one card to another [INTEGRATION]PT - ENRecruitmet
Content creation
Update hired employee information into job opening card
Update information from specific content back to the main brief
Round robin with equal distribution of cards [INTEGRATION]PT - ENCustomer Onboarding
Customer Service
Equal distribution of customers among ISMs or CSMs, equal distribution of requests among analysts
Add hyperlink in email templatesPT - ENCustomer Onboarding
Puchase
Add relevant external content in messages to be sent to customers
Add quotation requests to suppliers as links within the message text
Add Emojis, links, images and gifs to the cardPT - ENTrainning
Employee Onboarding
Content creation
Add gifs and images as visual help content
Making the process more attractive and funny to users
Add Emojis, links, images and gifs to email templatesPT - ENTrainning
Employee Onboarding
Content creation
Add gifs and images as visual help content
Making the comuncation more attractive and funny to users
Relative datesPT - EN
Purchase Process/Accounts Payable

Update Due Date in the first phase according to the Priority defined in the initial form
Clean due datePT - ENPurchaseDeadline is for the purchase to arrive, and once it has arrived clean de due date
Field format validation (Regex)PT - ENFreight Management
Reverse logistic
Allowing only the license plate format of input into a text field
Allowing only mail tracking code format of input into a text field
Pre filled start forms [Initial values]PT - ENRecruitmentHaving the links for candidates applications connected to the relevant job position
Complex assignment rules via DatabasePT - ENApprovalsAssigning approvers based on specific criteria for approvals in the optimal way
Relative Date FiltersPT
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