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10 months ago

Hi 👋 Welcome to the Pipefy Community

1,456 Topics
4,155 Replies
3,307 Members

WHAT'S NEW

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mazeNew Participant

IT ops

Is it possible to: If a card exists with an already chosen option from dropdown forms, remove that option from forms dropdown option?

Hello Pipefy Commuinity,I’m looking for a solution for a forms. We use one pipe to schedule 1:1 training with pre setted dates. The only solution I have found is to create a dropdown list with date/weekday/time.In the example below you can see what I’m trying to achieve:If I publish this form I can get multiple answers for either option.Is there a better way to approach this?Thank you in advance!

5 hours ago

Rafael CalzaNew Participant

Eventos e Sessão Tira Dúvidas

Definir o que aparece em cada CARD

Olá, tenho uma dúvida… Alguns campos ficam visíveis no Thumb do CARD outras não. Como eu faço para definir qual informação deixo visível no Thumb do painel e qual não? Para que eu possa ter uma melhor experiência com o painel e gestão das informações.

8 hours ago

loise-francoPipefy Staff

News and Announcements

🔦 New API Reports available!

Hello, Pipefy Community, We have great news: now, you can integrate Pipefy with your reports tool, such as PowerBI or DataStudio, through API! Here’s how: With Reports, you can filter data from your processes in real time, organize them into columns and export them as a spreadsheet to analyze the information you want. If your team needs to export reports frequently and within a certain period of time, you can automate that process! Configure an API Scheduler routine to automate report extraction using a mutation. The report will be exported in the time period you set in your scheduler. To extract the report, two calls are needed, the first is a mutation that will obtain an ID in the response to be used in the extraction, and the second is a query, which will use the response obtained in the first to obtain the download URL of the report. The initial call, as follows, must inform the ID of the Pipe where the report is saved and the ID of the report already formatted with all the columns

5389

10 hours ago

CarmenNew Participant

Fórum em Português

Anexar arquivos do card em templates de email

É possível adicionar arquivos que foram anexados nos cards em emails que serão enviados para solicitantes externos?

11 hours ago

Nicole ChiroliProduct Manager

Fórum em Português

Como funciona o filtro relativo das atividades recorrentes em relatórios e automações?

Uma dúvida muito frequente que recebemos no suporte do Pipefy é em relação às atividades recorrentes e os cenários relativos. Então vou explicar um pouco sobre os tipos de filtros e como eles funcionam. Tanto nos relatórios quanto nas automações de tipo “recorrente” existe um filtro para as datas com o nome de “relativo”. Esse filtro relativo possui 3 possibilidades de filtro que são: “menor que”, “maior que” e “exatamente”. As opções “menor que” e “maior que” estão relacionadas a um espaço de tempo.Este espaço de tempo funciona como uma calculadora entre o agora e a opção selecionada. Por exemplo, se você precisa de todos os cards criados 7 dias atrás, pensando como uma calculadora, é necessário selecionar todos os cards criados do momento de agora menos os últimos sete dias para “trás”. Ambos os filtros “menor que” e “maior que”, se baseiam nesta linha temporal. Vejamos, o “menor que” irá considerar todos os dias que vierem antes do “agora” menos 7 dias. Calma, vou explic

1756

13 hours ago

Cesar Backes - StellaKnown Participant

Fórum em Português

Template email

Bom dia,É possivel separar os links do anexos?Quando a solicitação tem mais de 1 anexo, os links ficam tudo agrupado, tem como separar eles por linha ou algo do tipo?

13 hours ago

luan.marquesNew Participant

Custom message in field validationNew

It would be nice to use a custom validation message.The standard error message is sometimes very generic, as in this case:for the User it is difficult to understand the error.

14 hours ago

Rodrigo LeiteProduct Manager

News and Announcements

💎 Automations Improvements: Update Database Records

Hello community, howdy? I'm excited to announce that the new automation action Update a field in a card or a record is now LIVE for 30% of our customers in Beta mode! What's new?Now, your database records can be automatically updated when a card is updated or moved to a specific phase. Why is it valuable?With this enhancement, you and your team can experience more agility and accuracy in your processes. What's a practical example?In a sales pipeline process, when the card of the lead is moved to the "Deal Won" phase, the "Prospect" database is automatically updated. Stay tuned!We'll keep sharing the progress of this launch with you! If you already got the update and have any feedback for us, please reach out!

121

16 hours ago

Bruno De Souza OliveiraRegular Participant

Fórum em Português

ultima data de movimento de um card

Ola!Gostaria de saber, como faço para pegar a data que um card foi movido para a sua fase atual ou ultima data que foi movimentado via API ?

4 days ago

vanessa153New Participant

Eventos e Sessão Tira Dúvidas

Sessão tira dúvidas de 01/12/2022

Boa Tarde,É possível disponibilizar o video da sessão tira dúvidas de 01/12/22 por [email protected]

5 days ago

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