Ask the Community

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

  • 441 Topics
  • 1,305 Replies

441 Topics

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
Product Manager
2 years ago
Keto-Faster
Keto-FasterKnown Participant
posted in Ask the Community

Database give error when trying to change record title "We're Sorry something went wrong."

On several databases I’m getting the error “we’re sorry something went wrong.” since Saturday - I’m not sure if this is a longer term or new issue.To replicate the error you:Go to database settings Change the “record title” field to a different field It then gives the error: - It doesn’t change the record title field - It gives red error box on right that says “we’re sorry something went wrong.”I’m going to have to rebuild a database if can’t fix this, so would appreciate any input that could save me doing that.

9
Keto-Faster
1 year ago
A
Pipefy Staff
Amanda L.Pipefy Staff
asked in Ask the Community

Plan Upgrade

Is it easy to move to the next level or upgrade your account if we hit any limitation? 

3
Juliana Spinardi
Community Manager
1 year ago
genietim
genietimPipefy Legend
asked in Ask the Community

What is the difference between a portal and a public form?

For example in this idea: it is apparent, that there is a difference. What is it though? Slightly different features (custom URL, prefill), but the same results, no?

1
Nicole Chiroli
Product Manager
2 years ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

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
9 months ago
skip
skipNew Participant
asked in Ask the Community

offering tasks to a group of workers

Hi all,I have a group of workers and a stream of tasks arriving by email.  Assume workers are happy responding to emails and that they can only work on one task at a time.  I want the workflow to give each worker the Subject of the email and the ability to take the task, ignore it or reject it. But I also want to prevent more than one worker working on a task at the same time. Are there any examples around that implement anything similar in pipefy?James

2
tsartori
1 year ago
Saulo Oliveira
Saulo OliveiraRegular Participant
asked in Ask the Community

Get cards (more than one) by CARDs IDs at once?

Hi all!I wish to get more than one card by id at once.Something like to passa meny CARD IDs and get all informations about this cards…Thank you!Saulo

5
Lucas Democh
1 month ago
Nicole Chiroli
Product Manager
Nicole ChiroliProduct Manager
published in Ask the Community

🚀 New flow improvement - add phases!

Hello, community. First of all, happy 2022 to all of you. Thank you so much for being part of our community and our product. Let's start 2022 with new releases (and keep them coming)! We have released the ability to add phases in the Flow. Previously, there was only the ability to delete phases and move them around. Now, you can also add phases to your process using the Flow. It is super simple. Just move the mouse around between the phases you wish to add your new phase and a circle with a "+" sign will appear. You just need to then write down a name to your phase and it's done! We are still working on more improvements to the feature, so stay tuned. 🚀Also, tell us what are the features or shortcuts you would like to have on the Flow. We are always listening 🤝 Thank you again! 

732
Lucas Democh
1 year ago
J
JamesNew Participant
asked in Ask the Community

Dynamic content emails

Is it possible use information previously added different phases of my process to compose an email template? (e.g., use the the requester information name on the email) 

1
belsalemme
Pipefy Staff
2 years ago
Sarah Lane
Sarah LaneBrainy
posted in Ask the Community

Accessibility & Pipefy

Hello everyone!The company I work for (AMI) is all about accessibility, especially in media and technology.When we started working with Pipefy we did some testing and determined that the public forms aren’t the most accessible for someone using a screen-reader. This is something we’d love to see improve with this tool in the future and I’m curious if other Doers out there would have interest in that for their organizations as well.Also curious if this is something Pipefy would be interested in working on in the future. Although it’s often assumed that there aren’t that many people who would benefit from making an application more accessible, it can actually have huge benefits and appeal to a much wider audience than you’d imagine. And, from what I hear, sometimes the coding changes that can make a big difference for accessibility are easy to implement. For those interested in learning more about web accessibility, this site is a great place to start: https://www.w3.org/WAI/fundamentals

2
Sarah Lane
2 years ago
Michael Ariston
Michael AristonNew Participant
asked in Ask the Community

Connected Pipes: Start Form fields vs Phase Card Fields

Hello all - I have a pipe that utilizes a start form to create a new card in a connected pipe. The advanced options for the Connection are set to True:All connected cards must be done before moving this card to the next phase All connected cards must be finished before the parent card can be doneOnce the card is created via the start form in both the parent and child pipes, I am able to move the Parent card to the next phase. My understanding was that given the advanced options I set to true, the Parent card should not be able to move till the Child card is completed. Any suggestions? 

1
Ezequiel Souza
1 year ago
Ana Gomes
Pipefy Staff
Ana GomesPipefy Staff
asked in Ask the Community

Size PDF Template in Pipefy

Hey everyone! Does anyone know what the dimensions of the PDF template are?

1
Juliana Spinardi
Community Manager
2 years ago
Keto-Faster
Keto-FasterKnown Participant
asked in Ask the Community

Pipe "Dashboard" permissions for Restricted View Users

BACKGROUND:We have a pipe with ‘restricted view users’ so they only work on their items. However, we’d like them to see the dashboard charts.ISSUE:We’ve set the permissions to read only for them in the dashboard permissions. They are seeing no data in the charts (they see empty charts)Screenshotsthese are role permissions set for dashboard This is what the user’s see - the charts/ but no data in them (whereas I can see the data fine)  

3
anggela-leiva
Pipefy Staff
6 months ago
S
Suporte ANLTNew Participant
asked in Ask the Community

Notify me via email on Portal

Hi there, is it possible to remove the "enter your email" on the portal? In the form, I configured that is not required but when I open it via the form it does make it required. Any thoughts?     

1
savicbo
2 years ago
Edmar Machado
Edmar MachadoKnown Participant
asked in Ask the Community

Portal / Guest - Request Search

I would like to know experiences and practical applications in the routine of invited applicants, whether through the Portal or with a guest profile, when the demand is "search" for cards, application of filters, by status, by pipe, by phase, by dates, etc. .I also want to understand the pain of these requesters, when they need to locate a request without knowing the ID, and they need to apply searches.

2
Edmar Machado
11 months ago
ricardo-fornari
ricardo-fornariParticipating Frequently
asked in Ask the Community

Default value in Radio Button

I have created an initial form that has a radio button property with options yes and no. I want that property to have the yes option as default. how do I do that?

5
leandro-almeida
Pipefy Staff
3 months ago
bart-batselier
bart-batselierParticipating Frequently
asked in Ask the Community

HTML vs Markdown vs portal

@Giovanni Basso  Hi,It seems that when we use HTML all is going well, but not in the portal.If I change towards markdown the portal is going well, but the pipeline is not well formatted.Can this be solved ?See movie :https://twikey-download.s3.eu-central-1.amazonaws.com/media/chrome_5SnIi3nJlH.mp4

3
Karine Cristina
Pipefy Staff
7 months ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

How to undo automatic formatting

In one of my company’s pipes, we have technical items in the checklists of some phase fields. We recently noticed that when we type a word with asterisks on either side of it like *this*, it automatically italicizes the word. Is there a way to undo that italics? In some cases where we’re using asterisks, it’s for a script or command that requires asterisks in it. We need to be able to see the asterisks with the rest of the text.For example, we have this command listed in one of our checklists and need to know that there are asterisks around the last three words.Because of the automatic formatting, it displays like this: Thanks in advance for any insight you may have!

5
Sarah Lane
1 year ago
Nigel O'connell
Nigel O'connellRegular Participant
asked in Ask the Community

Help database

I'm trying to see all the data related with my database (table) for all my organizations.I'm using this query bellow:Can anyone support me with this? Because I can't see the record {""query"": ""{ organizations { id tables{edges{node{id table_fields{id label {id name} } table_records{ edges {node {id title parent_relations {id repo }}}}}}}}}""}" 

1
Roberto Chavarria
Pipefy Staff
2 years ago
felipe-moreira21
felipe-moreira21Regular Participant
asked in Ask the Community

How to create a recurring activity to run every 14 days?

My team have a meeting every 14 days and after this meeting I'd like that every card at phase "Done" move to "Archived". I did an automation to do this every half hour so I don't need to move manually all cards, but I don't want to worry about turning the automation on and off every time. Do you know how can I make a recurring activity to run every 14 days?

5
Juliana Spinardi
Community Manager
1 year ago
enrique.herbella
enrique.herbellaRegular Participant
asked in Ask the Community

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
6 months ago
edward16
edward16Regular Participant
asked in Ask the Community

How to customize my task view

My team members have to prioritize their activities based on certain metrics. The view we have is very generic and does not help them in prioritizing their workload. How do we customize the view by adding new columns.Thanks for your help in advanceJoe Edward

5
genietim
1 year ago
R
robert-closeNew Participant
asked in Ask the Community

Pipefy Site Blocked

Hi ,Since December 2021, we've been experiencing problems with our public forms. The ERR timed out error message is one issue. Second, the site has been blocked by one of the Internet Service Providers (Optus Australia). I've included a screenshot of their email.Have other companies had any issues like this?Thanks 

1
Roberto Chavarria
Pipefy Staff
1 year ago
motoristas-cos
motoristas-cosNew Participant
asked in Ask the Community

I can't attach image

I use the android app. When I take a photo through the app, it doesn't attach

4
tsartori
1 year ago
Carlos Piereti
Carlos PieretiRegular Participant
asked in Ask the Community

Card follow up link lost

What if my customer looses the link for following up its status process.Where do I find it to send to him again.I know it is created as soon as he fill the initial form and a card is created, but I was not able to find this link to resend it to my customer. Thanks if anyone can help me

4
Carlos Piereti
2 years ago

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