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  • 41 Topics
  • 124 Replies

41 Topics

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
1 day 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
1 day ago
Keto-Faster
Keto-FasterParticipating Frequently
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
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
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.

1
genietim
2 days ago
Keto-Faster
Keto-FasterParticipating Frequently
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
3 days 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
1 month 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
1 month 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
1 month 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
2 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
2 months ago
tobiasbaco
tobiasbacoParticipating Frequently
asked in Ask a Question

Remove connection from connector fields

Hi! I need to remove the card connection from a connector field using a graphql querry.Any ideia of how to do it?

5
tobiasbaco
2 months ago
abhatt
abhattInspiring
asked in Ask a Question

Can we add custom HTML/jQuery on a public form?

Hello Team, Can we add a custom HTML code or a jQuery code on the public form in Pipefy? Regards,Avni Bhatt

2
giulia-bortoleto
Pipefy Staff
2 months ago
tsartori
tsartoriSuperuser
asked in Ask a Question

Append data

When we use automations to fill fields, the automation always overwrite the existing data. The sugestion I got is to allow us to just append the new data via automation.

3
rafael.jefte
2 months ago
d-sipe
d-sipeRegular Participant
asked in Ask a Question

Make a field required based on the value entered in another field

Hi there.  I’m working on a process for our SDLC.  I would like to set up a flow where the user can indicate that they did or did not have a meeting in our process.  If they did, I want to set a field that documents the outcome of the meeting to required.  If they did not, I want to set a field that asks them to explain why they skipped the meeting to required. This pseudo code captures what I’m trying to do.  I could see tons of uses for this type of functionality. IF <had meeting = YES> THEN   <who was in meeting -- REQUIRED>   <why no meeting -- OPTIONAL>ELSE   <who was in meeting -- OPTIONAL>   <why no meeting -- REQUIRED>END IF 

2
Danielle Diehl
Pipefy Staff
3 months ago
abhatt
abhattInspiring
asked in Ask a Question

GraphQL Get Table Record by custom fields

Hello Team, I am trying to get a record by searching through the custom fields I have added. I get table records using default “title” field as below. But I have added custom field for e.g. SourceID and need to get table record using that field, how can I do that?query {   table_records(search: {title : "Test"}, table_id: "<TABLE ID>")   {         edges         {             cursor node             {                 id title url           }       }     pageInfo     {       endCursor hasNextPage hasPreviousPage startCursor     }   }}

4
abhatt
3 months ago
juliamsantarosa
juliamsantarosaRegular Participant
asked in Ask a Question

How can I post a comment using a graphql query?

Hello community,  I need to post a comment using Execute a GraphQL Query using Integromat, could anyone help me? Thanks a lot!

2
juliamsantarosa
3 months ago
ruben23
ruben23New Participant
asked in Ask a Question

Customer application process

Hey. I’m new here and need some help please. I want to set up a process to send a link to new potential customers.A form to gather basic info about the new customer - this will be used throughout the process to apply for our service Customer must then upload KYC docs or integrate a KYC platform directly to do verification Integrate with Docusign to sign the agreementCan someone please help me with this? Where do I start?  

2
Lucas Democh
4 months ago
alicereis
alicereisInspiring
asked in Ask a Question

How to update card labels using API call

Hello everyone!How do I update card labels using an API call? I looked for something similar here in the community and I couldn't find it.

1
lais-laudari
Pipefy Staff
4 months ago
Ezequiel Souza
Ezequiel SouzaBrainy
asked in Ask a Question

Change Logs about the Pipe structures, fields, automations, conditionals and etc.

Hi Pipefy Dev team Is there in the roadmap the implementation of logs about Pipe structures, fields, automations, conditionals, emails templates and etc. Thanks.Ezequiel Souza

1
Juliana Spinardi
Community Manager
4 months ago
bruno-machado1
bruno-machado1New Participant
asked in Ask a Question

Timesheet - HR

Dear colleagues, Could you inform if it is possible to create any timesheet format (to mark hours worked per day), in Pipefy?Thank you Bruno Machado

1
Lucas Democh
4 months ago
Gabriel F.
Gabriel F.Regular Participant
asked in Ask a Question

Sample of card-badges

Hi Guys. any of you have a Sample of a working “card-badges” on Pipefy’s Platform ? I Tried https://developers.pipefy.com/docs/card-badges, and also read the “Features” Related topic, but it did not work. I have managed to make “card-buttons”, “card-tab”, and “pipe-buttons”, but the card-badges just don’t work. I Need for solving this problem bellow, but right now I just need a “fixed version”. Bellow is my manifest and index. Thank you.https://pipefyappamerico.glitch.me/manifest.jsonhttps://pipefyappamerico.glitch.me/      

4
rafael.jefte
4 months ago
pedro-mattar
pedro-mattarNew Participant
asked in Ask a Question

Problem enabling apps

Hey guys, whenever I try to enable the Importer App or any other app it shows the following message: "There was an error when enabling this app."Does anyone knows what's going on and how to solve it?

2
lais-laudari
Pipefy Staff
5 months ago
ryanbuckle1987
ryanbuckle1987New Participant
asked in Ask a Question

Client onboarding /

Hello,We want to be able to onboard a customer. As part of that, I understand we can use conditional logic to provide the correct information required from the customer.For example:As part of our start form, we will select multiple services we will provide to the customer; when these services are chosen in the form, we can add conditional logic that adds a new step to the form to capture the information required to  for each service. Great!This step is where I get stuck; when we do this, we want to be able to assign the task / send the form to the new customer and ask them to complete the information.Is this possible by sharing a link with the cutomer to access the specific task/form asa guest? Also, can a guide be a part of the form for the customer or staff to follow, such as text, links, and videos to guide them to complete the form correctly? Lastly, can this work if we invite a guest user (customer) to the platform to complete tasks? Or is it simply through the portals as standard

1
Sarah Lane
6 months ago
genietim
genietimPipefy Legend
asked in Ask a Question

How do I use an API-Uploaded File as an E-Mail Attachment using the API?

Hi doers!This will be a rather lengthy explanation of my problem, whose TLDR is: Uploading Files via API leads to URLs containing a “org/”, which seems to make it impossible to set them as attachment sources using the GraphQL API. Here the full explanation: I am trying to send E-Mails using Pipefy GraphQL API. In general, I do not have any problems with this. I can send E-Mails even with attachments. BUT: only if the attachments were uploaded manually. I am not able to do the attachment when using files uploaded via GraphQL API. Step 1: Upload (works)The upload works as described on this page:First, I request the URL to upload to:mutation { createPresignedUrl(input: { organizationId: 123, fileName: "MyDocument.pdf" }){ clientMutationId url }}Then, I do the upload:curl --request PUT--url 'https://pipefy-production.s3-sa-east-1.amazonaws.com/orgs/ce63-a26b-412f-9d27-3a5776e16e/uploads/45da74d3-0e92-4e1c-a04e-2acc97169a3/SampleFile.pdf?...Signature=fa76e8bf28f88d8ceec1df8219912e10

11
tobiasbaco
6 months ago
katrina-mackenzie
katrina-mackenzieRegular Participant
asked in Ask a Question

Currency field error

Have been using currency field with no issues but now the field is no longer allowing a 0.00 entry? It say field can’t be blank, but we are intentionally entering the value as 0.00. 

3
katrina-mackenzie
6 months ago

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