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55 Topics

Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Long Text Fields don't accept any code being stored in them?

Have been running into this issue with the long text field when trying to store text that has some SQL syntax included:Quick fix: Is there a way to escape this so I can enter some code?  Long term fix: Should the data in long text fields in pipefy backend be stored in a way to avoid these errors? 

5
Lais Laudari
Community Manager
23 days ago
enrique.herbella
enrique.herbellaNew Participant
asked in Ask a Question

Accessing table_record "Record Infos" using graphql

Hi!I am new at using graphql with pipefy API.I am trying to retrieve all the “Record Infos” of table rows using the pipefy API.Using {"query":"{ table_records(table_id: 12345678) { edges { node { id title done table { id } created_at created_by { id } } } } }"}',I am able to retrieve preliminary information about each row in the table. This is a sample result:[0] => stdClass Object ( [node] => stdClass Object ( [id] => 99999999 [title] => ROW TITLE [done] => [table] => stdClass Object ( [id] => AAA-BBBB ) [created_at] => 2022-02-10T09:19:48-05:00 [created_by] => stdClass Object ( [id] => 11111111 ) ) )However I am struggling to find the proper method to retrieve the node’s complete content; Meaning all the fields

1
anggela-leiva
Pipefy Staff
2 months ago
chrgilles
chrgilles
asked in Ask a Question

How to record a "clicked" link in an email ?

Hi all, I’m sending email via Pipefy.In that email, i’ve placed a specific linkI would like ot have capability to record (and to be informed) that people has clicked the specific link, is it possible using Pipefy ?Thanks so much and good day :)

1
Ezequiel Souza
3 months ago
tsartori
tsartoriSuperuser
asked in Ask a Question

Email signatures

Its there any way of when we answer an email to a card, the images of the signatures dont be attatched to the card every time someone tag the email?

7
Lais Laudari
Community Manager
3 months ago
rcamayo
rcamayoInspiring
asked in Ask a Question

how to share a file together from a parent pipe to a child pipe

I have a parent process in which all the information is loaded to start the process, this process goes to a child sub process in which the participants execute their task each one simultaneously in different phases, but in some phases I need to share an attached file which is loaded in the parent pipe.How can I access this attachment from the child pipe?

5
rcamayo
4 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Cards disappear/ Filters disappear on refresh

Is there a way to make the pipefy filters stick?Each time I refresh the filter disappears, and you have to click refresh to show the new cards just created. This wastes a lot of time.Solutions:Could we have cards not disappear when you move them to a new phase? and them appear live when you create them? This would avoid having to refresh and losing the filters

1
diogo.pessoa
Pipefy Staff
4 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Dynamic Content - No Longer Gives Access to Layers of Connected Fields

Background: We have some pipes that contain connected fields to other Pipes.It can look like this:PIPE 1 - the Pipe user’s useConnected Field to Pipe 2 Connected Field to Pipe 3 (in the start form for pipe 2) Problem: A few months ago access to the connected field in pipe 3 disappeared. This broke our pipes using dynamic content to show Pipe 3 data.Clarification: I’ve been told several times it’s a bug that is being worked on. But several months down the line I’m just wondering if the feature has been discontinued - it’s unusual for a bug to last so long. Would appreciate any input on this - it was a very cool feature/ that allowed us to really make the most of pipefy’s connected fields (probably the most valuable and differentiated feature). This downgrade in functionality has unfortunately has limited its use for us.

5
Karine Cristina
Pipefy Staff
5 months ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask a Question

Is it possible to remove editing permissions for connected fields?

I see the option ‘This field is editable on other phases‘ in the phase settings for certain fields. But I do not see that option for connected fields. Is there a way to ensure that a connected field is not edited after it is added to a card?

3
julia-pinheiro
Pipefy Staff
5 months ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask a Question

The 'Autofill Fields' menu does not load properly when updating it

After filling in the ‘Autofill Fields’ option for a card, the menu does not load properly when I go back to update it via the gear icon. Is this a bug or do I need to enter the menu a different way?  

3
zach-ketosource
5 months ago
zach-ketosource
zach-ketosourceInspiring
asked in Ask a Question

Automation to update a connected field

I would like to update a connected pipe’s field when another field is updated. I can automatically choose a fixed field value from a connected pipe, but I cannot update any fields for the connected pipe with this automation. I’m wondering if I’ve missed something here or I’m choosing the wrong options? I’m currently using the ‘A field is updated’ - ‘Update a field’ option set for the automation. Any help is greatly appreciated.

4
zach-ketosource
5 months ago
rcamayo
rcamayoInspiring
posted in Ask a Question

simultaneous tasks at different phases

how can I start different phases at the same time created from an initial phase.example: I have a detachment process in which I have to perform different tasks by areas, and each area has its assigned phase, how can I make them all start their phase without depending on the previous phase.what is required is that when entering the preparation phase, all the required phases can be triggered at the same time.

4
Ezequiel Souza
5 months ago
rcamayo
rcamayoInspiring
asked in Ask a Question

sub process

can you create a connection from an initial card to different phases with different people in charge of those faces and when each person finishes the assigned task it goes to a last phase?

2
julia-pinheiro
Pipefy Staff
5 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Access to Records by Permissions

Situation: We have a list of contacts used in processes, which ideally should not be shared with anyone. As certain people only should be using some contacts e.g. the partner at our law firm would only be managing director contacting him.Pipe with Database Connected Field: In an issue resolution pipe we are making these contacts available so people can find the best people to talk to quickly by issue type.Question: Is there a way to set permissions for which ones display for one user vs. another?Brainstorming optionscould we have an assignee field on the contacts database - and this is checked before displaying the records? (this is a filter on the records presented in connected fields, which I think doesn’t exist in pipefy as yet)  

4
Keto-Faster
5 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Recurring Task Creation in Pipe with Backlog Phase

We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.

2
Keto-Faster
6 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Creating Dynamic Links

My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.

4
Keto-Faster
7 months ago
ViniciusSantosFocus
ViniciusSantosFocusNew Participant
asked in Ask a Question

How can I get Assignee ID from a card using pipefy API?

I would like to know how can I get Assignee ID from a card using pipefy API?

1
alicereis
7 months ago
jorge-barbi2
jorge-barbi2Regular Participant
posted in Ask a Question

Ordering pipe by headers in List View

Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.   

3
rafael.jefte
8 months ago
michel-maudru
michel-maudruNew Participant
posted in Ask a Question

Manage a same form in a phase for multiple sending

Hello,  I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel

3
rafael.jefte
8 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Using Card Checklist as Steps of Task: Creation + Checking via Automation or API

Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.

1
Lucas Democh
8 months ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask a Question

Creating Card Checklist via the API

I’ve been reviewing the API to see how to work with Card Checklists. Based on documentation there, I’m not sure where they are available.Two questions on this: Are Card Fields the way to list card checklists on a card: https://api-docs.pipefy.com/reference/objects/CardField/ Can we add card checklists via the Update Card Field: https://api-docs.pipefy.com/reference/mutations/updateCardField/ Appreciate any thoughts or experience on doing this. Thanks.

4
Keto-Faster
8 months ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Ask a Question

Quick Survey | We want to know your opinion about Pipefy's Help Center

Hi, there!We are looking forward to knowing your opinion about Pipefy's Help Center.Would you please answer a quick survey?We appreciate your participation. 😀 Go to the survey Portuguese version here.  👈

101
rafael.jefte
9 months ago
aryanda
aryandaNew Participant
asked in Ask a Question

Automation based on Date

Hi,I want to create an automation based on a Date field. The automation should trigger 3 days before the given date. However, I only get the following options:Can anybody help?

4
rafael.jefte
9 months ago
abhatt
abhattInspiring
asked in Ask a Question

Request Tracker Link

Hello Team, How can I get the link to Request Tracker form in subsequent Phase?Use Case: We have 9 phases in pipe. Request tracker gets sent to the user in the very first initial form phase. In phase 7, we have a dependency on external system to complete one operation and send data back to pipefy to progress further. At this stage, we want to notify original requester that details are sent to external system and along with this notification, we want to send the link of original request submitted by them (Public link which they received when they submitted). So they dont have to keep on searching email to get the access tracker link to see the status of request. Thanks in advance!Regards,Avni Bhatt

1
alicereis
10 months ago
bhrzk1
bhrzk1Regular Participant
asked in Ask a Question

Get Public URL of Card via Python

Hi all, I’m trying to do an automation integration with python and Pipefy. So far I create a card and get its information. Right now I’m trying to get its public url. I have looked the whole documentation but couldn’t find anything. Do you have any idea how I can get it? Thanks.

4
Lucas Democh
10 months ago
pedro-ferrari1
pedro-ferrari1Participating Frequently
asked in Ask a Question

Existe algum limite de cards que uma fase ou um pipe suporta?

Prezados, Gostaria de saber se há alguma limitação para criação de cards nas fases ou nos pipes. Elaborei um controle de processo onde a estimativa é gerar aproximadamente 2000 cards por mês, o que acarretaria na criação de aproximadamente 24000 cards por ano.

1
rafael.jefte
10 months ago

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