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Error: “Error on field "Old company link": Value You don't have permission to connect these cards/table records.”Whenever I import an exported pipe or database into a pipe the connected fields throw an error like the above.Background: Is there something I’m doing wrong? I am admin - so have all of the permissions on both tabels/ pipes.
Will Pipefy implement italian translation?What can I do to help?Thanks,Mario
We have a pipe for managing tasks with these phases:Backlog To Do Working on it Done for Review DoneThis works well for managing tasks, we use the backlog to add things that aren’t completely defined, draft or not high priority yet.People start working on them with due dates when moved to “To Do”.The issue is for recurring tasks that we have weekly and monthly - looking at the recurring automation I’m not sure how to:Create a new task that is then moved from backlog to “to do” phaseIs there a way to use two automations to do this perhaps? However, you’d need to be able to check it’s an automated recurring task before moving it, perhaps with a specific task type field e.g. Manual, Auto.Would love any experience shares around this or thoughts. Thank you.
How can we filter the Pipefy Database when connected to a field on start form?
Is there any way we can filter cards on connection fields? We’re in a design process where we have multiple jobs to fill, and where candidates will go through selection pipes. However, we need one of the following options: One pipe per job to fill The possibility to filter candidates (cards) on the job they are evaluated for (connection field) Is filtering on connection fields (2) at all possible? If not, I’m thinking of using the clone pipe api call to programmatically create a candidate selection pipe for each new job to fill. Or maybe there would be a better way of approaching this? Edit: found this discussion where it was stated 2 years ago that filtering on field values was on the road map is it still? Edit2: also found this roadmap item where group of filters is in progress for reports, but this seams mostly unrelated to filtering cards on field values. No other item on filtering cards unfortunately.
Hello together, is it possible to create for example BPMN (business process modeling notation) diagramms and model processes in general. Is there maybe an add-on, app, integrations or does pipefy have an own functions for this ? I do need this information for my Bachelor thesis. thanks in advance. best regards
I have a public form that allows users to submit a request to our pipeline. I would love to be able for the automation to trigger an email when the card was submited but SEND TO the email address that they input into the form. Any thoughts on how to do this?
I have already submitted this theme a few times, but I would like to know more about the action of incorporating the dynamic content field function in the PDF generator, eliminating the gaps of field types such as Database, ID, among others.
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.
When I go to share > customize > Allow request tracking I am able to set the toggle to on and the message “settings saved successfully” comes up, but when I exit and go back to the same settings it shows the toggle to be off.
I'm having a problem executing the query "card(id: "2jw9V38Y") { title }". I'm getting the id of the card through the instance "window.PipefyApp.init().card()", this in the front-end, but this id doesn't seem valid for graphiql operations. If I copy the id contained in the browser's url (id only with numbers), the query returns the data correctly.
My understanding is that there isn’t a way to create a dynamic link in Pipefy.e.g. for the Dynamic content field we can’t add the dynamic content field into the link URL of the add link tool.e.g. https://link.com/?var=pipefy-fieldSo I’m wondering if there’s something I’ve missed, or a way to potentially add a link via a text field with HTML or any way else around it?Appreciate any thoughts.
I would like to know how can I get Assignee ID from a card using pipefy API?
this system doesnt have an internal viewer for a simple uploaded PDF.. every time u click on an uploaded PDF it downloads the PDF to your computer this is causing a massive overload of copies non stop for me. fix it please. like today
Hi, I was trying to resize the column of my contacts database so i’m able to see all info at once, but any change, in any column makes the screen blank, then when i refresh the page, all columns are back to their original size.I’ve attached a video of the problem
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.
Hello PipeFy Community, It’s been over a month since ordering by headers in list view of pipe has stopped working. I have reported it but haven’t really received info regarding when it should be up and running again.When is that gonna work? Pretty important thing!Feature Explanation: when visualizing your pipe in list view, you have the option to click the headers so the cards get ordered by them. It’s no longer working though.I hope PipeFy team fix that soon. My bests.
Hello, I am discovering your product, which seems to have a huge potential and I am taking the liberty of contacting you because I am stuck on a topic:Within the same phase, I have to send a from to at least 2 carriers, so that they can tell me back their best price.I can't manage to set up this operation. I do not want the carriers to know which other competitors have been consulted.How to implement these operations ?Best regardsMichel
Card Checklists are useful for procedure steps to complete. They are sort of like sub-tasks you see in other tools like Asana, Monday etc. etc.When the sub-tasks are different to each card, it’s not appropriate to use the Phase Checklist.To make the most of them I’m trying to:Set controls so that all card checklist items need to be checked to move to a new phase Automate card checklist creation (either via automation, API, workato etc.)Would appreciate any experience shares or ideas on how to do this. thanks.
We have a pipe + two databases set up as follows:PIPE → connection field → DATABASE 1 → connection field → DATABASE 2So basically the PIPE is connected to database 2 via database 1 connection (since database 1 has connected field to database 2)Is there a way to access the database 2 fields from the PIPE?When you select the database 1 entry from the pipe, you can scroll to fields in say ‘dynamic content’ in a content field. However, when you click on the database 2 field - it provides you with data from one field (there’s no option to select the field).Hopefully I’m making myself clear.
[GraphQL] Hello Everyone. I want to take a card ID and get all the standard AND custom data that has relations with it, so i.e: Card ABC has: Assignee Due date Company (that's a custom table I have created and inside this table, there's a custom ID i need to use) Etc... I am having trouble to get these information because I think that it's a simple "Inner Join" solution but after seeing all the reference APIs I couldnt understand the relationship between the tables. Someone ever did something like it and could help? Thanks!
I have two stages customer survey.In first stage, i share the public link to start form to get basic contact data. This step create card in first phase. Second step is to get more data from customer. I made automated task, sending email to every customer from stage 1.I dont know how to put link to new survey in automatic way. It is no problem to make it „by hand”- clicking card settings and share button.Thank you for any help.
How do I delete attachments from incoming emails to tickets?
Hi everyone! How is it going?I’m wondering if anyone could help with a problem that I have been facing.I’m trying to create a card on one of my pipes using .NET but I keep getting BadRequest every time. But the strange thing is that I’m using the same query on a REST client and it works every time. Could someone please help me with this? var jsonString = "{ \"query\": \"mutation{createCard(input:{pipe_id:302295485 title:\"title\" fields_attributes:[{field_id:\"texto_form\", field_value:\"valor_form\"}]}){ card{id title}}}}";
I can’t seem to figure out what probably is simple. Would appreciate a few pointers. I have an incoming message with a label. Based on the label, I want to do a lookup in a table what outgoing message fits that label (and then send that outgoing message to the email address of the incoming message).I can’t figure out how to do a lookup in a table in this context.Thanks for your help!
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