Ask the Community

Connect with other Pipefy users and community experts to get help building great workflows and processes.

  • 463 Topics
  • 1,408 Replies

463 Topics

tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community

PDF Modelo - tabela dinamica

Olá Comunidade.  Temos um modelo de arquivo que gostariamos de criar via atributos do formulario aqui no Pipefy. A maioria dos campos já foram contemplados porém cheguei numa tabela (excel) que pode conter poucas ou muitas linhas. Por exemplo:  Atributos das Colunas “Ativo” “Emissor” “Quantidade” …. como posso parametrizar “N” linhas para os usuarios irem adicionando conforme expansão ou não?  GRato pela usual contribuição. att.Gilberto    

2
tecnologia-jera
2 years ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

What happens when you hide public form?

So, we’re backed up right now. Is it possible to just hit my shareable link to my Public Form and take it off public essentially “closing” the request form temporarily? Does it impact any card history? 

2
Matt Rist
2 years ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Updating Label Select Fields

Hi, I'm trying to update fields in a card, no problem with texts and dates so far, however, I don't know how to change Label Select fields or Assign To fields. This is an example of what I've been trying:{""query"": ""mutation{ updateCardField(input: {card_id: 25250812 field_id: \""priority\"" new_value: \""Medium\"" }){ card{ id } } }""}Response doesn't throw an error, but the card is not updated. Thanks in advance.

2
dgodfrey
2 years ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

Send out email in bulk to a selection made in the reports

I’ll give an example to describe this →I have multiple companies using Salesforce as their CRM.I’ve made a report to filter them, which is going really good !Next thing I want to do is to send out a mail to this selection only, saying that there was an issue in f.ex. the connection with Salesforce and our company. (I’ve foreseen the field email of course :))That way I can easlliy communicate with the filtered cards. 

2
Lucas Democh
2 years ago
miguelpinhosc
miguelpinhoscNew Participant
asked in Ask the Community

Add Label using API

Hi, I want to add a specific label to a card a using the API.  I have found this: https://pipefypipe.docs.apiary.io/#reference/0/update-card and this https://api-docs.pipefy.com/reference/mutations/updateCard/. The part I am unsure if if  I am required to send “all the basic information” including the new label … or … if there is a way t ouse the API to “Add X Label”? Doeos it need to be:mutation{ updateCard( input: { id: 2762646 title: "New Title" due_date: "2017-08-20T21:00:00+00:00" assignee_ids: [00000] label_ids: [890073] } ) { card { id title } } } Or can it it just be mutation{ updateCard( input: { id: 2762646 label_ids: [890073] } ) { card { id title } } } with 890073 being the ID of the new label. :) Also, how can I find the ID of a label without using the API? Thank you for your help

2
genietim
2 years ago
genietim
genietimPipefy Legend
asked in Ask the Community

Is there a way to sort this forum by unanswered questions?

I would like to find questions which I can answer. How can I sort this community forum, the list of all questions, to show which have not yet an answer assigned?

2
Juliana Spinardi
Community Manager
2 years ago
dgodfrey
dgodfreyKnown Participant
asked in Ask the Community

CALENDAR ENTRIES

CAN A CARD ONLY HAVE 1 ENTRY ON THE CALENDAR? ALSO, IS THERE NOT A WAY TO MAKE THE FIELD NAME DISPLAY ON THE CALENDAR INSTEAD OF THE CARD NAME?

2
dgodfrey
2 years ago
Sérgio Moreira
Sérgio MoreiraNew Participant
asked in Ask the Community

Creating new card using GraphQL

I'm trying to create a new card:mutation {createCard(input: {pipe_id: ""XXX""fields_attributes: {field_id:""ZZZ"", field_value: ""AAA""}parent_ids: [ ]}) { card { id title } }}The field_id is related to a Database connection. The field_value is a record from that Database.The pipe has the connection configured. Manually we can enter that field with no problems, but, using the API I got the following error:{""data"": {""createCard"": null},""errors"": [{""code"": 30006,""locations"": [{""column"": 10,""line"": 1}],""message"": ""Invalid inputs: Erro no campo \""ZZZ\"": Value You don't have permission to connect these cards/table records."",""path"": [""createCard""],""type"": ""MultipleInvalidInputErrors""}]}

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

Pipe connection field options are in Portuguese

I’m using a Pipe Connection Field for the first time in one of my Start Forms and I’ve noticed something odd. In the public form, the cards listed in the dropdown have the date and phase listed in Portuguese rather than English.  As far as I know, all my settings are set to English, but maybe I missed one somewhere? For clarification, this is how I’ve configured the field: 

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

Discrepancy between font size on portal edit page and portal

The font size on the edit portal page and the actual portal is not the same (example below). It’s larger on the edit page.I’m guessing this may be a bug - which is why I’m listing it here as a question - because I assume that the edit page should be showing me what I can expect to see on the real portal. There shouldn’t be a difference between the two. Example of font sizes in the edit portal area:  VS the font size in the actual portal:This is also related to an idea I just posted, requesting that the font size in portals be increased.See here: ​​​​​​​

2
Sarah Lane
2 years ago
andre481
andre481New Participant
asked in Ask the Community

In person virtual support

Hey there everyone,I am getting stuck on certain issues and this is really slowing me down. Is there anyone willing to offer virtual in person support. I would like to give a brief of my issues and see if they can be solved. I am happy to pay for such a service. (I searched on ‘fiver’ but there are no listings for Pipefy. 

2
V
Pipefy Staff
2 years ago
ruben_zamudio
ruben_zamudioRegular Participant
asked in Ask the Community

Segurança para acessar portais

Olá Pessoal, Tudo bem? Gostaria de saber se existe, falando de acesso nos portais, uma maneira segura de acessar eles,pensando que qualquer um poderia ter o URL de acesso, como garantir que apenas as pessoas certas/permitidas possam acessar? Sds //Rubén

2
Nicole Chiroli
Pipefy Staff
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Edit label for connection field

 Hi there, I’m using a connection field in one of our pipes to allow users to connect their information to an existing card. To open the dropdown list of existing cards, users have to click on “Create new card”. Is it possible to change this label? I think it’s confusing because they’re clicking on that option to search through cards and connect to an old one, not to create a new card. I can’t see anywhere to change the label on that button. The connection field in our pipe​​​​​​ 

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

Searching done cards in pipe connection

In one of our pipes we use a pipe connection field to allow users to connect their new form with one that was previously submitted. Often the one they’ve previously submitted will be in a “done” phase. When submitting the form via the public form, users cannot search cards that are in the “done” phase.Search in the public form HOWEVER, when creating a card from the pipe, admins do have the option to also search done records. Search in the pipe ‘create new card’ option; has the button to ‘also show done records’​​​​ Is this truly different? And, if so, why? Or am I missing something on the public form? Can users search done records on the public form?

2
Sarah Lane
2 years ago
guilherme_plazza
guilherme_plazzaParticipating Frequently
asked in Ask the Community

Change "card title" criteria (pipe settings)

Hi!I have a question: when I change the "card title" criteria in the pipe settings, is there any way to update the cards that I’ve already created?Thanks!

2
guilherme_plazza
2 years ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Edit email template

looks like a dumb question, but I am lost here….where do I edit my email templates already created and working? I cannot find how I replace a dynamic field, for example, or edit the body text in the template.

2
ricardo-fornari
2 years ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

incomplete list of records in db connection

The database has 13 records, but when I use a connect db field to select a record, it only shows 11 records, and the one I want to select is not there. Anyone faced the same issue?

2
genietim
2 years ago
rebeca.venancio
rebeca.venancioInspiring
asked in Ask the Community

Move cards only by the phase approver

In our case, we have a manager approval phase in a Pipe. So, at the suggestion of an audit, we would like to know if it is possible to block the movement of the card in this approval phase to next by other users, leaving it only possible for the approver?

2
rebeca.venancio
2 years ago
opsG5
opsG5New Participant
asked in Ask the Community

Pipefy log in

Hi, Every time i enter my credentials in the home screen page, it takes me in but then kicks me out in the same instant… please assist.

2
Nicole Chiroli
Pipefy Staff
2 years ago
Fernandino Tavares
Fernandino TavaresNew Participant
asked in Ask the Community

Python library

Hi Everyone,  I'm creating a python library to help create cards, update data, upload attachments, delete cards and everything that you can do at GraphQL. I want to know if someone want to try this lib and/or help to develop ir? Depending on the response, I will create a github project so you can use it and help me. 

2
tsartori
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
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

Social Media Content Creation and Automated Posts

Social Media Content Creation & Post AutomationWho all is using Pipefy for Social Media Content Creation (Specifically Facebook & or Instagram in our case)? I saw the content creation template but it is a bit bare bones. I wondered if anyone would mind sharing their Pipe and how they use it for this? We are starting to have to post more and more for various Facebook pages so it would be nice to better integrate content creation & posting into our Pipefy.  I did investigate some potential automations via Zapier etc. that might make it possible to automatically post onto Facebook. It seems like it may become a bit of a pain for us because I would have to setup a different automation in Zapier for each Facebook page but the actions with Pipefy are pretty limited (Card Creation, Cards Moved, etc). Any thoughts appreciated! 

2
Matt Rist
2 years ago
Matt Rist
Matt RistKnown Participant
asked in Ask the Community

Can you change order of Pipes on your mobile app?

Is it possible to change the order you see your Pipes when using the mobile application? It seems that my “starred” pipe appears last on the mobile view.

2
Matt Rist
2 years ago
gabrielritchie
gabrielritchieRegular Participant
posted in Ask the Community

issues tagging colleagues into pipes

Hione of our colleagues is trying to @tag other pipe members into comments on pipes, but when she types @ no one is shown. When I do it there isn't a problem. See attached screenshot for reference. I am using a mac with chrome, colleague is using windows PC with chrome, plus has tried other browsers without success. Anyone else had this issue?  

2
Sarah Lane
2 years ago
tecnologia-jera
tecnologia-jeraRegular Participant
asked in Ask the Community

Publicação de pipe app via url compartilhada - Link expira

Olá ComunidadeTudo bem!!? Me chamo Gilberto e sou responsável pela adoção do Pipefy aqui na empresa www.jeracapital.com.br.Atualmente utilizamos o TRELLO para a gestão de nossos projetos que por sinal acabou se confundindo com gestão dos nossos processos.Para esta ultima iniciativa, decidimos pelo Pipefy e estamos expandindo diariamente o onboarding de colaboradores e processos, MAS estamos encontrando algumas dificuldades na mensageria e automações.Já percorremos alguns artigos lá na wiki mas confesso que não evoluimos o suficientemente.Atacando dois problemas pontuais já nos ajudariam a dar mais um passo:1) Quando publicamos um pipe app via url compartilhada o guest user ao inserir seu email no rodopé, é solicitado com seu e-mail. O link que vc recebe no email já chega expirado, e não conseguimos mudar. segue o nosso como exemplo: https://app.pipefy.com/public/form/3GpoJMt62) E o entendimento de automação na movimentação dos cards esta confusa. Na movimentação não estou conseguindo a

2
tecnologia-jera
2 years ago

Community Experts Leaderboard

Terms & ConditionsCookie settings