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

  • 480 Topics
  • 1,505 Replies

480 Topics

Eduardo Kano
Eduardo KanoPipefy Legend
asked in Ask the Community

Compatibility issues between templates and Outlook (Web version)

We are using an email template in a pipe when a card is created but the requester who received it automatically reported that in the web version of Outlook the hyperlinks are not working correctly; they are intangible.  Did anyone else have the same problem?  

3
Eduardo Kano
2 years ago
abhatt
abhattInspiring
asked in Ask the Community

Database Additional Fields

Hello Team, How can I do a cascading dropdown with Pipefy?For e.g. I have a dropdown called Employee . When I select any Employee from that, I should be able to automatically populate few text box below it with related attributes.Database: EmployeeFields: Employee First Name, Employee Last Name, Employee Date of Birth, Employee Location, Employee Status Pipe Start Form has a dropdown Employee and when I select any employee from list, I would have few text boxes below it which will populate related info for that employee which would be editable. So when I make any changes and submit it, it will move to next phase and at the end it after approvals, those changes will be saved back to employee record. So the question is, how do I populated related attributes from database to editable text boxes? (Or even non-editable if editable is not possible) Regards,Avni Bhatt

1
Lucas Democh
1 year ago
H
HCiconelloRegular Participant
asked in Ask the Community

Registration accont

Hi,    I receive a invitation to my company Pipefy (paid account) and I would like to know if I can accept the invitation and change my e-mail after it.    Thanks

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

How can I automatically Process Incoming E-Mails?

I distinctly remember that at some point, it was possible to process content of incoming E-Mails in Pipefy. I would think something like “when E-Mail is received, set this attachment’s field value to the attachment of the E-Mail”, or “...set the E-Mail field to the sender’s E-Mail”, or “...set this short text field to the E-Mail subject”.Is/was this true? Is there still a possibility to do that? I know that there is an automation upon incoming E-Mails, but I could not find any option to access the E-Mail’s content, subject, attachment etc.

1
Lucas Ivantes
Pipefy Staff
2 years ago
jorge.barbi
jorge.barbiRegular Participant
posted in Ask the Community

BUGs in Dashboard beta version

Hello! I tried using the Dashboard feature today and found a couple bugs that I’d like to share! 1) Can’t select my Dashboard: I created a Dashboard and then was creating a chart. When I finished creating the chart I couldn’t select the Dashboard to add the Chart in: 2) When creating a Pie Chart, I feel like every little change I do causes the Show Values checkbox to get unchecked: 

2
jorge.barbi
3 years ago
katheryn
katherynNew Participant
asked in Ask the Community

problem with initial form

Hello!In my pipes I have problems to see the initial form that my colleagues have filled in. What can I do?

1
Lais Laudari
Community Manager
1 year ago
eric kim
eric kimNew Participant
posted in Ask the Community

Integrate Pipefy with salesforce servicecloud

Does anyone use salesforce servicecloud with pipefy?

2
F
Pipefy Staff
3 years ago
abhatt
abhattInspiring
asked in Ask the Community

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
1 year ago
ViniBevilacqua
ViniBevilacquaRegular Participant
posted in Ask the Community

Remove Pipefy branding in Email and embeded forms

Today I can’t use Pipefy e-mails in my company because of the branding on the footer of each email. Also, the embeded forms are becoming an increasing problem, because Pipefy keeps on adding more and more of their branding and CTAs. embeded form propaganda after submit It's understandable if you want to use your branding on FREE accounts, but seriously, my company pays the enterprise plan and we can’t opt out of these annoying things. Me, personaly, I stopped recommending Pipefy to other companies.  It’s becoming a very expensive tool, since we can’t use all it’s resources. 

2
ViniBevilacqua
5 months 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
2 years ago
P
Pipefy Staff
Peter AlexanderPipefy Staff
asked in Ask the Community

How can I manage company and pipes permissions in Pipefy

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

1
Ana Gomes
Pipefy Staff
3 years ago
DaveSalas
DaveSalasNew Participant
asked in Ask the Community

My Automation to Move Card To Next Phase no funciona

Hello everyoneI have the phase “Evaluación del area de Costos” and I created an automation for it to move to the NEXT PHASE if the following conditions are met:1- If Approve field equals YES1- If Value put in the text box is greater than 01-If Anexo field is “Completed”When I run a new form and I approve the Card meeting the three conditions above the card doesn’t move. Thanks a lot for the HELP you can provide!!!!

3
genietim
7 months ago
fernanda000
fernanda000Regular Participant
asked in Ask the Community

How to set a personalized action when my card changes phase

I want to set a trigger so that when my card changes to a specific phase, I can get it's data and use it to do a request to another API.What would be the best way to do this? Is it possible to do it inside a Pipefy framework app or would it be better to fetch the card/pipe data with graphql?

4
V
10 months 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
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
fernanda000
fernanda000Regular Participant
asked in Ask the Community

Problem connecting pipefy to zapier

I’m trying to connect pipefy to zapier so i can make integrations but it always returns this error when I enter my credentials in the zapier platform:Client authentication failed due to unknown client, no client authentication included, or unsupported authentication method.What could be the reason this is happening? I can log in and out from the pipefy platform normally with the same credentials and connecting with other apps in zapier also works normally.I already tried cleaning cookies in the browser but it’s still not working.

3
denise-hipolito
Pipefy Staff
1 year 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
3 years 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
2 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Keeping a field at the end of the start form

Is there a way to ensure that a field on the start form is always the last item on the form? I have a pipe with a substantial number of fields and conditionals (over 100). There are a couple fields/questions that I need to appear after all the other fields regardless of which conditionals are activated. Initially, I have configured my pipe so that those fields are the last ones in the list on the start form, but we will likely need to add additional fields in the future and I’d like to avoid having to reorder the fields every time I add a new one.Any ideas would be much appreciated!

3
Ricardo Palhares
3 years ago
Sarah Lane
Sarah LaneBrainy
asked in Ask the Community

Pipefy Bages

Hi there!Just curious about the Pipefy badges I see on some peoples profiles. Is there a list of badges posted somewhere and how do people earn these badges? I couldn’t find anything about it in the existing posts, but perhaps I missed something? Sarah

6
Sarah Lane
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
m.sabadini
m.sabadiniParticipating Frequently
asked in Ask the Community

Store SQL in a long text

Hi, Is that possible to store a SQL command in a long text field?  PLAN B: store a .sql file, but its not the best way :(  

7
Lucas Democh
1 year ago
moacyr-baptista
moacyr-baptistaRegular Participant
posted in Ask the Community

cards query does not return endCursor

Hi everyone. cards query does not return endCursor or the startCursor. Because that I cant paginate my search. payload{ cards(pipe_id: xxx, search: { label_ids: xxxx }) { edges { node { id title } } pageInfo { endCursor startCursor hasNextPage } } }' return:'pageInfo': {'endCursor': 'MA', 'startCursor': 'MA', 'hasNextPage': True} 

3
moacyr-baptista
1 year ago
Graciliano Filho
Graciliano FilhoRegular Participant
asked in Ask the Community

Token expired

Hello,I’m trying to check my token in the console page: https://developers.pipefy.com/reference#graphql-endpoint.After filling all the fields and click “Try it” I get this message: “Your OAuth2 token is incorrect or has expired”.However the token was generated few minutes ago and I just copied and pasted it. Could anyone help?

1
Roberto Chavarria
Pipefy Staff
3 years ago

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