Pipefy headquartered in San Francisco offers their process management and workflow software providing processes for customer success, service desk, sales operations, and other processes.
$22
per month
SharePoint Designer (discontinued)
Score3 out of 10
N/A
Microsoft's SharePoint Designer was a tool for developing SharePoint applications that has been discontinued.
Pipefy is very well suited if you have a team doing any sort of process... for real! It simplified everything from our sales and marketing objectives/processes, to our onboarding and accounting side of things. Since you can share different pipes with others, it's easy to see where others are at in the process and move the card along while keeping others informed. It makes sure you don't miss any information or steps along the way, which is great if your process is detail-oriented. It is a little less appropriate for marketing efforts, but we still try to use it to keep track of things in a central space. Definitely best suited for sales, technical things, and accounting.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SharePoint does not provide, out of the box, a tool to create / update workflows from web. You have to use SharePoint Designer in order to create them. If you need to implement custom workflows for specific business processes, then SharePoint Designer is well suited. SharePoint Designer allows you to create workflows with task approval, email notifications, assign variables and update SharePoint Lists / Documents properties. In our company, we have created specific workflows for : - Purchase order - RH forms validation like annual employee review - Dematerialized existing forms and validation
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
2013 Workflows - Loops: You can build loops to work while a value (not) equals something, or N number of times. You can insert Parallel Blocks to do multiple things at once, or to watch for multiple things, and when 1 thing finishes, cancels the others and moves to the next step or stage.
2013 Workflows - Stages: Previously all we had were steps, which worked sequentially. With the Concept of Stages, we can create blocks of steps and based on the data collected during those functions, we can tell the workflow to go to a different Stage in the workflow based on a set of 1, or multiple, Conditionals in a transition area after each Stage. Giving you the power to develop multiple entire processes and skipping to the correct part of the workflow, rather than going through 20 conditionals to find out you needed to do action 31.
2013 Workflows - REST API: the "Call HTTP Web Service" is a very powerful tool, but hard to understand if you have never seen it done, or have a guideline. It works very similar to the requirements in PowerShell to connect and get and post data to SharePoint using the Rest API. You can also use this to manage permissions on List Items, Lists, Sites, and Site Collections. Best part is when developed correctly, it is SUPER FAST!
Intentionally Building Infinite Loops: I have built multiple review process from Managing Certifications to Updating Published Documentation, that monitors when an Item, based on provided approved metadata, when the "Author" needs to review the document within the given amount of time. They will get e-mails with links asking if changes are needed. If not, it is routed to the Approving Executive, and the Workflow Automatically updates the Metadata to push out the review dates to the next date, based on metadata provided on how how often the document should be reviews. By using conditionals in the transition of stages, it basically starts over, and goes into a parallel block to allow the monitoring of multiple values of metadata to move to the next stage. Very Powerful when you want to automate these types of process. It truly is a "Set It and Forget It" process.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
In the newest version of SharePoint Designer, they have gotten rid of the Design view which makes what used to be quick and easy changes much more code-intensive. This makes it harder for non-IT users and is more risker for all SharePoint Designer users.
SharePoint Designer workflows have a lot of functionality, but there are also some crucial limitations, such as not being able to put lookup fields in email subjects or using parenthesis to separate/group logical conditions.
Although this goes along with the Design view, there really isn't a good user interface anymore for adding conditional formatting and styles in views/pages.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pipefy support is pretty good. There were a few instances where the agent didn't really understand what I was trying to get help with, but that was only once. Every other time it has been pretty fast and efficient. They are also very kind and understanding. I don't think they need much help in that dept
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Support is good from Microsoft. They are quite responsive when we raise a ticket but SP Designer support will be ended by Microsoft in the near future as they have got new techs like PowerApps and Flow to achieve the same functionality SP Designer does and even more than that.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We started using software we already had (such as Slack and Sheets) but this software is not actually ideal to manage processes, which led to errors, miscommunication, and execution problems. Trello is good for managing demand but offers no process customization or approval and Jira is too focused on development for our needs, and also hard to customize.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I haven't used anything else like this. I use different products for workflows and forms, but they aren't listed in the listings for this page. Instead of using it for workflows or forms (deprecated 2 years ago), I use Nintex. For everything else, I have what I need in the Modern version of SharePoint online
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Our processes are more organized and we are not missing any steps.
We are able to touch base with customers easier since we have all potential/missed clients in one pipe, with automated alerts (i.e. it has been 60 days since contact with this customer).
We are able to keep track of customer billing changes easier.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
For my needs, I have not found SharePoint Designer useful for my day to day maintenance of SharePoint. It is useful for viewing all the objects that make up the SharePoint site.
It is not as intuitive in regard to setting up Workflows. I have yet to use it to set up workflows in SharePoint. Maybe if I needed more complex workflows, it would be beneficial.
I like to use SharePoint Designer for moving around files within SharePoint sites.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
