Updated Hacks and Tricks Compilation Table

Hacks

Tutorial Videos

Use Case

Example of application

Make cards/database records unavailable for selection

PT - EN

Recruitment
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 - EN

Recruitment
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 conditionals

PT - EN

Reimbursement Requests

Limit amount that can be requested for refund

Sprint App

PT - EN

Project Management

Managing agile projects

Conditionals to display fields upon quantity selection

PT - EN

Purchase

If 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 field

PT - EN

Sales & Accounts receivable

Update information from one type of field into a text field

Fill in hidden fields by automation to enable conditionals

PT - EN

Content Creation

Reworking a brief that needs correction

Consolidate Child Card Information on Parent Card

PT - EN

Content creation

Update information from specific content back to the main brief

Archiving requests created after a certain date [INTEGRATION]

PT - EN

Accounts Payable

Accept requests done only until the 20th

Conditional "waterfall"

PT - EN

Reimbursement

Show new item fields to be reimbursed once the info from previous item is filled out

Calculation [INTEGRATION]

PT - EN

Purchase
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 - EN

Finance Helpdesk

Correct due dates for holydays and weekends

Update information from one card to another [INTEGRATION]

PT - EN

Recruitmet
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 - EN

Customer Onboarding
Customer Service

Equal distribution of customers among ISMs or CSMs, equal distribution of requests among analysts

Add hyperlink in email templates

PT - EN

Customer 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 card

PT - EN

Trainning
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 templates

PT - EN

Trainning
Employee Onboarding
Content creation

Add gifs and images as visual help content
Making the comuncation more attractive and funny to users

Relative dates

PT - EN

Purchase Process/Accounts Payable

Update Due Date in the first phase according to the Priority defined in the initial form

Clean due date

PT - EN

Purchase

Deadline is for the purchase to arrive, and once it has arrived clean de due date

Field format validation (Regex)

PT - EN

Freight 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 - EN

Recruitment

Having the links for candidates applications connected to the relevant job position

Complex assignment rules via Database

PT - EN

Approvals

Assigning approvers based on specific criteria for approvals in the optimal way

Relative Date Filters