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  • 463 Topics
  • 1,409 Replies

463 Topics

jean.eduardo
jean.eduardoKnown Participant
asked in Ask the Community

Automação com condição

Bom dia pessoal, Preciso criar a seguinte condição numa automação: Gatilho: Quando o campo Z for atualizado.Condição: se um campo x for igual a um campo Y. Ação: atualizar um campo. Não estou conseguindo fazer essa automação porque preciso criar uma condição de igualdade entre dois campos presentes no pipefy. Não pode ser um valor fixo. Alguém tem alguma ideia de como posso contornar isso?

4
jean.eduardo
1 year ago
sean.collins
sean.collinsRegular Participant
asked in Ask the Community

How can you Send additional automated emails from a card in a phase that has breached SLA?

Hi Pipefy community,I’m a recent user of the platform and love it’s potential. I currently have one process running in Pipefy and overall it’s going super well. However I have a question / challenge for the group. Disclaimer - I have reached out to support, and while they were helpful and have offered a workround, it’s not really practical and sustainable. So hoping the larger community might have additional insights.Below is a screen shot of a portion of the flow. The 3 visible phases, Offer Made, Accepted - Retention, Accepted Trial.There are currently 17 cards sitting in Offer Made, all are “late” - having breached the SLA of 2 days. I have an automation to send an email once the SLA is breached - this works well. However a number of the cards have been sitting in this phase for over 1 week, for example. I now want to sent another reminder email to each card. This is the challenge - there is no way to send automated email, unless some activity happens with the card, such as “update

3
rafael.jefte
1 year ago
mariangela3
mariangela3Participating Frequently
asked in Ask the Community

Automação de Responsáveis com condição

Olá…é possível construir uma automação do tipo:Se o campo x for igual a Londrina, atribuir o responsável X; se o mesmo campo x for igual a Curitiba, atribuir o responsável Y ?Tenho 8 possíveis responsáveis, dependendo da cidade em que atuam.

6
rafael.jefte
1 year ago
ryanbuckle1987
ryanbuckle1987New Participant
asked in Ask the Community

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
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

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
1 year ago
ramongb
ramongbRegular Participant
asked in Ask the Community

Is there any way to store a long text in a Pipefy Databse record?

I get an error sayng text field must be 255 chars or less. Is there any way to store a long text in a Pipefy Databse record? Thanks.

2
Nicole Chiroli
Pipefy Staff
1 year ago
tatiana-fischer
tatiana-fischerNew Participant
asked in Ask the Community

Contas a Pagar.

Como incluir parcelamentos de forma automatica e nao manual ( todo mes ter que colcoar o valor da parcela)?

1
rafael.jefte
1 year ago
Michel
MichelRegular Participant
asked in Ask the Community

How can I upload or remove an attachment using API?

It's possible to upload a file and create and/or delete attachments in pipes using GraphQL API?

6
tobiasbaco
1 year ago
jean.eduardo
jean.eduardoKnown Participant
asked in Ask the Community

Envio por E-mail customizado

Boa tarde pessoal, Tudo bem?  Estou tentando usar uma e-mail de caixa compartilhada para mascarar meus e-mails enviados pelo pipefy. Porém, os e-mails não estão indo de forma automática e quando tento enviar de forma manual aparece que algo deu errado durante o envio. Por ser um e-mail de caixa compartilhada eu não consigo utilizá-lo como máscara? 

7
jean.eduardo
1 year ago
katrina-mackenzie
katrina-mackenzieRegular Participant
asked in Ask the Community

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
1 year ago
Gabriel F.
Gabriel F.Regular Participant
asked in Ask the Community

Cor do Vencimento do Cartão

Olá, estou tentando configurar o meu pipe para que quando faltar 30 dias para o vencimento do cartão, o vencimento fique em amarelo, e quando faltar 5 dias, fique vermelho. Porem não estou encontrando essa opção, de padrão, parece que fica amarelo quando falta 1 dia e vermelho no dia. Existe alguma forma de eu fazer essa configuração ?

3
Gabriel F.
1 year ago
luiz_menani
luiz_menaniRegular Participant
asked in Ask the Community

GraphQL Relatórios

Olá! Espero que estejam bem.Pessoal, fiz um relatório bem simples no Pipefy. O Pipe é de Solicitações de Atendimento.. Possui somente 4 fases. Precisava de uma lista de todos os cards de um determinado cliente.Fiz um relatório, selecionei os campos e pronto. Basta filtrar por nome que tenho o resultado.O problema é que tenho que exportar esse relatório para uma página do site do Wix, área logada.No Wix consigo abrir colocar um código HTML incorporado. Minha questão é:Eu consigo através do GraphQL obter o relatório que criei? 

2
Lucas Democh
1 year ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal - Fill in with the answers from the last form answered?

Anyone else with the pain of the pipes configured in the Portal, not respecting the parameter of the public form: Fill in with the answers from the last form answered?  

7
Edmar Machado
1 year ago
bushlander-camping
bushlander-campingNew Participant
asked in Ask the Community

Link phase to Confluence

If I have policies or procedure definitions in a tool like Confluence or SharePoint, would it be possible to link a phase to a relevant Confluence page. Take this example, the Pipefy phase says Create customer record. In Confluence or SharePoint I have the following guideline: Guidance for businesses collecting personal information for contact tracing https://www.oaic.gov.au/privacy/guidance-and-advice/guidance-for-businesses-collecting-personal-information-for-contact-tracingMy requirement: As a Pipefy user I want to be able to navigate from the applicable phase in Pipefy to the relevant policy or guideline so that I can complete my tasks effectively.Is this possible, if yes how do I do this? RegardsEtienne 

1
douglas-drumond-kayama
Pipefy Staff
1 year ago
gonzalo9
gonzalo9Known Participant
asked in Ask the Community

Mail Number Format

Hello !I have a mail template with the Pedido ID (numeric)… how can I set de format of the number?,.. without decimals.. in the mail template? 

5
gonzalo9
1 year ago
wesley-custodio
wesley-custodioNew Participant
asked in Ask the Community

Create Card with attchment through API

How create a new card with an attachment through API ?I tried this, but API response was, Invalid input.

4
tsartori
1 year ago
tsartori
tsartoriSuperuser
asked in Ask the Community

Double Dashboards

 Why are two dashboard fields which redirect to different pages? 

4
tsartori
1 year ago
Cilene Araújo
Cilene AraújoNew Participant
asked in Ask the Community

Finalizar um Pipe sem excluir

Bom dia!É possível finalizar um Pipe sem excluí-lo?

3
tsartori
1 year ago
brennomaeji
brennomaejiNew Participant
asked in Ask the Community

[GraphQL] Can I filter cards by custom field values?

I’ve seen here (https://developers.pipefy.com/changelog/new-graphql-feature-query-cards-by-updated_at) that we can filter cards by using built-in field liks update_at. How can I filter my cards by a custom field? Let’s say i have a field called “customer_id”. I tried this but didnt get it to work: query allCardUpdatedYesterday { allCards(first: 20, pipeId: 123,filter: { field: "customer_id", operator: equal, value: "87y8-b7a6b-8a6c"}) { edges { node { id title } } } } Do I have to prefix the field id with something? The response I get does not add much: {  "data": {    "allCards": null  },  "errors": [    {      "message": "Something went wrong",      "locations": [        {          "line": 18,          "column": 3        }      ],      "path": [        "allCards"      ],      "code": 30000,      "type": "ExecutionError"    }  ]}

2
tiago
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

How to set default company

Hi folks, When I first started using Pipefy I participated in the Pipefy Certification Program. This made me a part of that “company” in Pipefy. Sometimes when I sign in, I’m taken to that company rather than my own. Is there a way to set my own company as the default so I don’t have to switch companies so often? Thanks, Sarah

2
Sarah Lane
2 years ago
Yaseen KAMALA
Yaseen KAMALARegular Participant
asked in Ask the Community

Calling a field value from the Form

Hello,I was wandering to know how to create a filed value from the form to the different phases?For example within the form this what I have: What I want do is to call the input value of “Employee’s name” from the form without re-entering it  manually again.is it possible?

3
Lais Laudari
Community Manager
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

HTML markup for hyperlink in public form

Hey folks, I’m trying to include a hyperlink in my start form, but can’t get the HTML to work right. I used the following HTML format for the text: <a href="https://www.w3schools.com/">Visit W3Schools.com!</a> It looks great on the build page: A hyperlink with clean text​​​​But on the public form it shows the HTML markup: A non-hyperlink showing all the HTML text Is there a way to get the markup to stay hidden on the public form? I don’t use HTML markup a lot, so maybe this isn’t even the right format for me to use. 

12
Sarah Lane
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Request Tracking not working

On all the pipes in our organization, we’re not able to use the “request tracking” feature. Whenever we submit a card on a pipe that has that feature enabled, we get the email, but when we click on the email link we get a “the access link expired” notification. Asking for a new link just brings us back to the same error. A similar question was asked before (link below), but the answer doesn’t help me. If I go to https://app.pipefy.com/request-tracker/en-us I again just get the “the access link expired” message. 

6
Sarah Lane
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Deleting PDF template

Hi there, I’ve been using the PDF generator to create some PDF templates in my pipe. Is there a way to delete templates from the list? The Getting Started one is still there, for example, as well as other drafts we created and no longer need. All I see is the on/off toggle which just makes the template inactive. It doesn’t remove it from the list in PDF generator. Thanks, Sarah

1
Lais Laudari
Community Manager
2 years ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Update a Table Record

I'm trying to update custom fields in the table record, but it seems the API only permits to updatethe title and due date.That mutation should work, isn't it?mutation {updateTableRecord(input: {id: %(id)sfields_attributes: %(fields_attributes)s}The custom fields it is the field_attributes, in the follow way:field_attributes = [{"field_id": "field_id_1", "field_value": "field_value_1"}]Any clues to update custom fields rather the title in Table Records?

4
tsartori
2 years ago

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