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Hello, every 15 days I use the importer app to upload a XLS file to my pipe in order to work on pending orders collection of customers. I have a database on Pipefy that has all the customer types/categories (let’s say “Customer A”, “Customer B”, etc.) Whenever I try to upload that file into Pipefy, I get an error message that the importer cannont overwrite the Database. The input from my excel file customer type column is exactly the same than the one in the database (i.e. “Customer A” in excel file = “Customer A” in DB registry)I would appreciate any guidance on this. Thanks,Chris

Hi all.  I’ve noticed that when using email templates to people outside my organization, it has the Pipefy logo on the top of the email, fairly large display.  Is there any way to remove this or make it smaller and it put below the content? 

Hi everyone, i have a question, how can i delete or change the name of a tag in a pipe?

Hi everyone, i have a Question, how can i create a card in a specfil phase in another pipe using an automatization? 

I am trying to update all my email templates with the US ET zone. I have tried a few different options and am currently using (GMT-5:OO) EST but the time is showing 5 hours ahead of my time in Michigan, USA. Any ideas?  

Hello friends.I'm developing a reverse quoting solution and will describe my challenge for help.I have a main pipe called Purchase Order, where the customer fills in a list of products and the quantity he needs.Each ordered product generates a list of items in another flow called Order Items.After approval steps, the backoffice selects suppliers to fulfill the order in the main flow and based on this selection, a quotation item is generated for each supplier in the Quotation flow.My challenge is to generate an individual quote for each item for each supplier automatically, from the creation of the quote request in the Quote flow.The supplier will respond to each item with information on price, date, etc.I have tried different ways and have not been successful. Help me think of a solution please.

Is there a way to apply a permanent filter for all database members? I have some fields that we would rarely need to see in the database, and some fields that are just static images/separators. I would love to be able to permanently filter those to not show.

\Our subscription plan is Business , but now the PIPEFy informs that we have exceed starter plan. Any solution please? 

Hi there!I would like to share my experience with the search functionality in Pipefy. Recently, I have been facing difficulty in searching for text in any field of my databases. It seems that the search feature has been limited to only searching within the title field.As someone who relies heavily on the search function to quickly locate specific information in my databases, this has caused a lot of inconvenience for me. I have tried various methods to work around this issue, but none of them have been successful.I believe that it should be possible to search for text in all fields of the databases, and I would appreciate it if Pipefy could provide a solution to this problem. It would greatly improve my experience with the platform and save me a lot of time and effort.I am reaching out to the Pipefy community to see if anyone else has faced a similar issue with the search functionality. If you have any suggestions or workarounds that you have found to be

It would be great if there was an easy way to test automated emails.Like clicking a button as an exampleIt’s always good to double check that the card and subsequent card phase links translate to the end user as intendedHas anyone created  a nice quick workflow for this?

Hi Everyone How can I update a deadline field automatically, I want that when a card enters in a phase with this field, this field automatically update to + 1 day

Why do some pipes in a portal open in the same window and others open in a new window?

My research shows that using javascript will let you click on a ‘card’ in the interface and it acts as a hyperlink to the actual corresponding card and pipe,but it sounded like I would just be using javascript to access the corresponding card and database as a supplement to clicking on the interface segment - which looks very clickable as mouse-hover-over highlights the ‘card’ (or the card as viewed in the interface)Does anyone know if we can make the input “mouse click" open link (link being the card) to make managing every pipe from a macro level easier with the database?And if this isn’t possible, it’s a valuable feature for an update: having an overall view of every task in every pipe and being able to access it by either left clicking or right clicking and choosing ‘open link in new tab’ would create a sort of executive management feature(There isn’t even a ‘tag’ for Interface in this forum)

I have a list with all the pipe ids I have to process (as numbers, like the pipe url), but when I send the request via webhook, the pipe_id arrives as some kind of hash.My webhook configuration:mutation {createWebhook(input:{clientMutationId: "1",actions: ["card.create", "card.move"],name: "Integration Name",email: "email@email.com",pipe_id: 302682925url: "https://...",}){  clientMutationId}}And this is what I'm receiving in my API:{ "Data": { "Action": "card.move", "From": { "Id": 123123, "Name": "phase 1" }, "To": { "Id": 321321, "Name": "phase 2" }, "MovedBy": { "Id": 123, "Name": "Usar Name", "Username": "user-name", "Email": "email@email.com", "AvatarUrl": "https://..." }, "Card": { "Id": 123123, "Title": "Test title", "PipeId": "2jz9X0eK" }

Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio

Hi all,I’m trying to add css rules in an email template and the rules are automaticly removed when template is saved…It seems that only “online” rules are autorized.Is there a way to add other rules (header rules) ?Thanks a lot

Hi Everyone, how can i make a backups of my pipes and data bases? 

Hi,I've created different labels and customised them with colours.Do I have the option to edit the ones I've created? I can’t seem to remove or edit labels I’ve created.Thanks

Hi everyone, here's a question, I have a company with a pipe and a database that I created, in the company we are 2 super users but when I create a pipe the other super user cannot see it if I don't make him a member of the pipe and he also cannot see the records within the database if I do not make him a member. What could be the problem?

I would like to create an email template that includes a hyperlink to get to the phase form. I know how to do this without creating an automated email template, but it would be nice to do this with automated email templates. Right now, I’m only able to show the lengthy task links in the email template. My suppliers and users would feel more comfortable if they received an email with a hyperlink instead (i.e. “click this link” to submit details) Long story, short I’m suggesting that there be a way to make phase-form links (aka task links) into hyperlinks on email templates. Any help, suggestions, or ideas for this?

It’s been a week since I last logged in and today my pipes have all disappeard. I have a free account - can anyone help me with that?Thank you Bianca

Hi all, I’m searching for what are the right sizes for the Logo Form image, because when i’m downloading mine, image is completely crushed.I’ve tried many sizes without success.Thanks for helping

Hello !I'm having a problem with saving automations since monday, every time I try to create or change an automation the saving doesn't complete, it keeps loading forever. What´s the problem ? Can anyone help me?Thanks Maria Clara 

Hi everyone, i have a question, how can i update a label automaticlly when a card change of phace in de main overview?

Hi Pipefriends! Recent on my org, we have noticed new features about chatbot, powered by Pipefy, but many functions appear tagged as “coming soon” and others didn’t function as well.  We liked it, but we need to know, there is a official release date for this feature?It’s a great notice and innovation from Pipefy! Thanks in advance!